Solutions Consultant
Solutions Consultant partners with finance leaders to demo Tabs platform, manage pre-sales projects, create implementation proposals, and guide tech stack integrations for SaaS revenue automation. Requires 4+ years experience, 2+ in solutions consulting, and ERP/CRM familiarity.
About the job
What You’ll Do
- Partner closely with finance and accounting leaders to demonstrate the capabilities of the Tabs platform, focusing on solving business problems and articulating end-to-end workflows
- Manage pre-sales projects, ensuring the feasibility of proposed solutions and conducting proof-of-concept development in close collaboration with the Implementation team at Tabs to ensure tight alignment with product capabilities
- Support the Go-to-Market team by offering a consultative and solutions-oriented approach in meetings with prospects, and translating those solutions into workflow maps, implementation proposals and other materials and assets
- Provide guidance on integrating Tabs into clients' broader tech stack, which often involves navigating complex systems like ERP, CRM, and BI tools
- Maintain strong relationships with key decision-makers, ensuring a consultative approach to technical and business problem-solving
Who You Are
- Customer EQ – Genuinely interested in learning about prospects, their businesses, and their challenges. Ability to connect with users/buyers and take a consultative approach to solving customers’ needs.
- Curious & Intelligent – Ability to turn curiosity into knowledge; to synthesize and distill lots of disparate information; to master a new and complex subject or product.
- Autonomy – Can successfully operate autonomously, and is experienced with capturing and communicating representative metrics and results.
- Commercial Savvy – Strong understanding of commercial dynamics and stakeholder management.
- Exceptional Communicator – Excellent presentation skills, evidenced by an ability to explain technical solutions to non-technical audiences both verbally and visually.
Requirements
- 4+ years of overall experience, ideally in both a tech-focused company as well as a more corporate environment
- 2+ year in Solutions Consulting or similar roles (e.g. Solutions Architecture, Solutions Engineering, Technical Account Management) in SaaS or Fintech
- Familiarity with how systems like ERPs or CRMs integrate in a complex technology stack and be able to drive technical consultative partnership with CFOs and Controllers
- Bonus points for experience in accounting, either as a CPA or prior experience working directly with accountants/controllers
Skills
ERP, CRM, BI Tools, SaaS, Fintech, Solutions Engineering, Solutions Architecture, Technical Account Management, Accounting, ASC 606
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