Team Lead Solutions Consultant, Financial Services
About the role
The Team Lead, Solutions Consulting role is a hands-on player-coach, which includes being the primary Solution Consultant in opportunities, managing and hiring Solutions Consultants, and building out our vertical in Braze’s financial services, Americas division.
This role is an opportunity to expand on your people management and leadership skills while partnering with Braze’s sales, marketing, security, and product teams. The role will draw upon your experience in Pre-sales Engineering, Technical Account Management, or Customer Success, and hone your people-management skills, all while demonstrating and practicing a high level of curiosity about all things tech. You will serve as a mentor to Solutions Consultants on your team.
Responsibilities
- Lead the team - You'll manage 2 Solutions Consultants to start. As the FinServ business grows, so does the team.
- Coach your ICs through deal involvement, direct feedback, and regular career conversations
- Set the bar for what good looks like — technically, strategically, and in front of customers
- Be the escalation point when deals get complicated
- Work with Sales and SC leadership on hiring and capacity as the business scales
- Own deals - This is a player-coach role. You'll be directly involved in opportunities
- Run pre-sales end-to-end on major accounts: discovery, solution design, demos, POVs, security reviews, exec presentations
- Build credibility across the full FinServ buying team — Architecture, Engineering, Security, Compliance, Marketing Ops, and the C-suite
- Position BrazeAI and advanced capabilities with buyers who have real technical depth and regulatory complexity
- Pull in Product, Security, Professional Services, and partners when needed to get the deal done right
- Build the Financial Services - Practice FinServ is a new territory for Braze. There's no playbook; you’ll have a front seat at writing it.
- Create the sales plays, discovery frameworks, and competitive positioning Braze uses in FinServ
- Create reusable assets the team needs: reference architectures, demo environments, security & compliance positioning, objection-handling guides, and talk tracks for banking, payments, insurance, and wealth management
- Work directly with Sales, Marketing, and Product to define how we grow in this segment
- Publish thought leadership — white papers, presentations, blog posts — that earn Braze credibility in the industry
Qualifications
- People management experience, or a demonstrated track record of leading teams, mentoring ICs, and driving outcomes through others
- Exceptional written and verbal communicator with strong executive presence and follow-through
- Strategic problem solver who can break down ambiguous, cross-functional challenges into clear options, tradeoffs, and next steps
- Comfortable operating autonomously and proactively; you spot gaps and build what is needed
- Experience selling into enterprise accounts with sophisticated technical buying teams and rigorous evaluation processes, ideally in regulated industries
- Domain knowledge in two or more of the following: AI, SaaS, Mobile, APIs, Marketing Automation, Marketing Analytics, Data and Architecture, Security and Compliance, or Programming (including HTML)
Benefits
Braze benefits vary by location, and we encourage you to review our specific benefits offerings for each country here. More details on benefits plans will be provided if you receive an offer of employment.
From offering comprehensive benefits to fostering hybrid ways of working, we’ve got you covered so you can prioritize work-life harmony. Braze offers benefits such as:
- Competitive compensation that may include equity
- Roth and Traditional 401(k) Plans
- Flexible Paid Time Off
- Comprehensive Benefit Plans covering Medical, Dental, Vision, Life, and Disability
- Family Services that include Fertility Benefits and Equal Paid Parental Leave
- Professional Development supported by formal career pathing, learning platforms, and a yearly learning stipend
- A curated in-office employee experience, designed to foster community, team connections, and innovation
- Opportunities to Give Back to Your Community, including an Annual Company-Wide Volunteer Week and Donation Matching
- Employee Resource Groups that provide supportive communities within Braze
About Braze
Braze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging™. Braze helps brands deliver great customer experiences that drive value both for consumers and for their businesses. Built on a foundation of composable intelligence, BrazeAI™ allows marketers to combine and activate AI agents, models, and features at every touchpoint throughout the Braze Customer Engagement Platform for smarter, faster, and more meaningful customer engagement. From cross-channel messaging and journey orchestration to Al-powered decisioning and optimization, Braze enables companies to turn action into interaction through autonomous, 1:1 personalized experiences.
The company has been consistently recognized as a Leader in marketing technology by industry analysts, and was named a G2 “Best of Marketing and Digital Advertising Software Product” in 2026. Braze was also named a 2026 Best Places to Work by Built In, a 2025 America’s Greenest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®. Braze is also proudly certified as a Great Place to Work® in the U.S., the UK, Australia, and Singapore.
The company is headquartered in New York with offices in Austin, Berlin, Bucharest, Chicago, Dubai, Jakarta, London, Paris, San Francisco, São Paulo, Singapore, Seoul, Sydney and Tokyo.