Solutions Consultant

About the role

Solutions Consultant supporting customers throughout pre-sales, onboarding, implementation, and adoption lifecycle. Role is primarily in-office with flexibility, based in San Francisco or New York City, with some customer-related travel required. Partner with Sales, Product, and Engineering teams to understand business needs, configure effective solutions, and help customers realize sustained value from the platform.

Responsibilities

• Partner with Sales to support discovery, solution development, product demonstrations, and other pre-sales activities
• Lead customer onboarding and implementation initiatives, ensuring solutions align with business requirements and success measures
• Build trusted relationships with customer stakeholders and provide guidance on platform adoption and best practices
• Manage multiple customer workstreams, implementation milestones, documentation, and project deliverables
• Develop customer-facing guides, training materials, process documentation, and reusable implementation resources
• Monitor customer adoption and engagement to identify risks, opportunities, and areas for additional value
• Gather customer feedback and translate business needs into actionable recommendations for Product and Engineering
• Collaborate across Sales, Customer Success, Product, and Engineering to improve the customer experience
• Help develop scalable processes, systems, and tools that support enterprise customers
• Support the introduction and adoption of new product capabilities and solution offerings

Requirements

• Bachelor's degree or equivalent professional experience
• 4+ years of experience in solutions consulting, implementation, customer success, professional services, or another customer-facing role
• Experience supporting B2B software customers in a fast-paced environment, including onboarding or implementation activities
• Strong problem-solving, project management, and organizational skills with the ability to manage multiple workstreams
• Excellent written and verbal communication skills, with the ability to collaborate effectively with customer stakeholders and internal technical teams

Benefits

• Medical, dental, and vision benefits
• 401(k) retirement plan
• Discretionary bonuses eligibility