Senior Solutions Consultant, Sales

In this role, you will be responsible for driving technical sales excellence across complex enterprise deals while shaping solution design, customer engagement, and product feedback loops.

• Lead deep discovery sessions to understand prospect fund structures, data workflows, and operational challenges


• Partner with Account Executives to support strategic sales cycles and high-value enterprise opportunities


• Deliver tailored, high-impact product demonstrations aligned to business outcomes and stakeholder needs


• Design and present proof of concepts that accurately reflect customer environments and operational realities


• Respond to RFPs and manage complex technical objections with confidence and precision


• Maintain deep knowledge of product capabilities and roadmap to effectively position current and future value


• Act as a bridge between prospects and product teams by translating customer needs into actionable insights


• Support enterprise stakeholders across technical and executive audiences with clear, compelling storytelling


• Contribute to continuous improvement of sales methodologies, tools, and solution frameworks

Requirements:

This role requires strong experience in solutions consulting or technical pre-sales within financial technology or private markets, combined with deep domain expertise and strong communication skills.

• 7–10+ years of experience in solutions consulting, presales, or technical sales roles


• Strong background in private markets, financial services, or related fintech environments


• Deep understanding of private equity, venture capital, or real asset operations (private credit experience is a plus)


• Proven ability to lead complex enterprise discovery and translate requirements into technical solutions


• Experience delivering executive-level presentations, demos, and product storytelling


• Strong ability to build proof of concepts and demonstrate product value in real-world scenarios


• Excellent communication skills, including written, verbal, and executive-level stakeholder engagement


• Strong problem-solving mindset with the ability to simplify complex operational challenges


• Experience collaborating closely with product and engineering teams


• Comfortable working in fast-paced, high-growth environments with frequent change


• Willingness to travel periodically to engage with clients and support strategic opportunities

Benefits:

• Competitive compensation package including base salary, commission, and equity


• Comprehensive health, dental, and vision coverage for employees and families


• Mental health and wellness support programs


• Life insurance and financial protection benefits


• Fertility, family planning, and parental support programs


• Flexible time off policy plus company-paid holidays


• Paid family leave, medical leave, and bereavement support


• Retirement savings plans


• Home office and technology setup allowance


• Annual professional development and learning stipend


• Opportunity to work on high-impact enterprise deals in a rapidly growing fintech environment.