Onboarding Solution Consultant

About the role

We are seeking a results-driven Director, Solution Consulting to lead pre-sales solutioning and end-to-end onboarding solution design across SMB acquisition channels and partner ecosystems. This role is responsible for defining how onboarding capabilities, experiences, and services come together to accelerate merchant acquisition and growth across partner, sales-assisted, and digital channels.

Responsibilities

• Serve as a trusted advisor to clients, partners, and internal stakeholders on onboarding strategy and growth opportunities.
• Lead discovery sessions to understand business objectives and develop scalable solution recommendations.
• Support strategic client, partner, and business development opportunities through consultative solution design.
• Build and deliver executive-ready presentations, business cases, and solution narratives that align customer needs, product strategy, and business outcomes.
• Represent the SMB Onboarding organization in executive reviews, client engagements, and strategic planning discussions.
• Communicate complex business and technical concepts clearly to senior leaders, clients, and partners.
• Define how onboarding capabilities, services, and channels work together to support new client, partner, and market opportunities.
• Evaluate emerging business opportunities, partner models, and acquisition channels to define scalable future-state solutions.
• Develop future-state customer journeys, service blueprints, and operating models.
• Identify opportunities to simplify experiences, accelerate onboarding, and improve conversion outcomes.
• Establish reusable solution patterns that can support multiple business use cases.
• Partner with Product, Technology, Sales, Operations, Risk, Compliance, and Design teams to align solution strategy.
• Facilitate solution workshops and drive consensus across diverse stakeholder groups.
• Ensure alignment between business objectives, customer needs, and technical implementation.
• Translate solution concepts into clear business requirements, epics, and capability recommendations.
• Identify capability gaps, dependencies, and opportunities to improve scalability and consistency.
• Influence roadmap priorities across multiple product teams.
• Drive solution planning from concept through delivery and adoption.

Qualifications

• 10+ years of experience in solution consulting, product management, business architecture, digital transformation, payments, fintech, SaaS, or related industries.
• Experience presenting to executive leadership, clients, and strategic partners.
• Demonstrated ability to influence product strategy and investment decisions across multiple teams.
• Experience translating ambiguous business opportunities into scalable customer and operational solutions.
• Exceptional executive presentation, storytelling, and communication skills.
• Strong understanding of customer journey design, onboarding processes, and channel-based experiences.
• Experience working across complex, multi-team environments without direct authority.
• Strong analytical, stakeholder management, facilitation, and influence skills.
• Demonstrated ability to lead through ambiguity, define future-state solutions, and drive alignment across complex stakeholder groups.