Solutions Consultant - Financial Services
Accountabilities: Lead pre-sales discovery sessions with customers, prospects, and partners to identify business requirements and align them with solution capabilities.
Design and present solution architectures, tailored demonstrations, proof-of-concepts, and business cases that highlight measurable customer value.
Support account planning activities by collaborating with sales teams to identify opportunities and shape strategic engagements.
Translate complex financial reporting and regulatory challenges into clear, scalable SaaS-based solution designs.
Collaborate with internal teams including product marketing, customer success, and implementation specialists to ensure alignment across the sales cycle.
Provide subject matter expertise across financial services use cases such as investment reporting, regulatory compliance, and capital planning.
Contribute to peer coaching, knowledge sharing, and cross-functional enablement to strengthen overall team capability.
Requirements:
4+ years of experience in a pre-sales, solutions consulting, financial systems, or related client-facing technical role.
Bachelor’s degree or equivalent combination of education and professional experience.
Experience working within financial services industries such as asset management, banking, insurance, or investments.
Strong understanding of financial reporting processes, including investor reporting, regulatory reporting, treasury, or capital planning.
Familiarity with SaaS platforms, cloud technologies, and enterprise software architecture.
Experience delivering technical demonstrations, value-based presentations, and proof-of-concept solutions to business and IT stakeholders.
Strong communication, presentation, and stakeholder management skills with the ability to influence senior decision-makers.
Analytical and problem-solving mindset with the ability to translate business needs into technical solutions.
Self-driven, results-oriented, and comfortable working in a fast-paced, customer-facing environment.
Ability to travel up to 25% as required.
Benefits:
On Target Earnings (OTE): $127,000 – $203,000 USD annually
Eligibility for performance-based commission
Restricted Stock Units (RSUs) granted at hire
401(k) retirement savings plan with employer match
Comprehensive health, dental, and vision insurance coverage
Remote-first work model within the United States
Opportunity to work with cutting-edge SaaS solutions in financial reporting and compliance
Career development opportunities within a high-growth, enterprise technology environment
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