Solutions Consultant
Solutions Consultant
L5
- Partner with Sales to support pre-sales activities, including discovery, solution design, technical demonstrations, and RFP responses
- Lead onboarding for new clients and own partner implementations end-to-end, from technical design and integration through testing, launch, and post-launch support
- Act as the primary technical advisor for clients, addressing integration challenges, product configurations, and data flows
- Provide ongoing technical guidance post-launch, including best practices, troubleshooting, and optimization recommendations
- Collaborate with Product and Engineering teams to represent customer needs and influence roadmap priorities
- Create and maintain technical documentation, playbooks, and solution guides for both internal and external stakeholders
- Experience 2-4 years of experience in a client-facing technical role managing multiple projects (e.g., Solutions Consultant, Solutions Engineer, Implementation Manager, or Technical Account Manager)
- Deep understanding of REST APIs, JSON, webhooks, data integrations, and SaaS platforms, ideally in fintech or tax-related solutions
- Working knowledge of SQL and data analysis for troubleshooting
- Proven track record guiding clients through pre-sales and post-sales technical lifecycles
- Strong problem-solving skills with the ability to translate business requirements into scalable technical solutions
- Excellent communication and presentation skills, with the ability to engage both technical and non-technical stakeholders
Level
SeniorL5
Location
New York, NY
Occupation
Computer Systems Analysts
Industry
Custom Computer Programming Services
Posted
yesterday
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