Solutions Consultant (Pre-Sales)

Solutions Consultant (Pre-Sales)

Location: Toronto (Hybrid) or Remote (North America)
Company: Una Software

About Una

Una is building the future of performance planning. Finance teams are expected to guide the business through constant change—but most are still operating with static plans, disconnected data, and reactive workflows. Una changes that. Una is an AI-powered performance planning platform that connects financial and operational data into a single, dynamic system—helping companies eliminate uncertainty, adapt in real time, and consistently outperform their targets. We’re not just improving FP&A—we’re redefining how companies plan, decide, and grow.

The Role

We’re looking for a Solutions Consultant to partner closely with Account Executives and guide prospects through the evaluation process.

This is a highly strategic pre-sales role. You won’t just “show the product”—you’ll help finance leaders see a better way to run their business.

You’ll translate complex customer needs into clear, compelling solutions, and demonstrate how Una can transform their planning processes.

What You’ll Do

• Partner with AEs to run discovery and shape deal strategy


• Lead tailored product demos that connect directly to customer pain points


• Translate business challenges into solution designs within Una


• Build and present proof of concepts (POCs) and tailored use cases


• Support business case development with clear value articulation


• Handle technical and functional questions during the sales process


• Collaborate with product and engineering to relay market feedback


• Help standardize demo environments, assets, and pre-sales playbooks

What We’re Looking For

• 3–7+ years in pre-sales, solutions consulting, or FP&A / finance roles


• Strong understanding of financial planning, budgeting, and forecasting processes


• Ability to connect product capabilities to real business outcomes


• Confident communicator with executive presence


• Comfortable navigating both technical details and business conversations


• Highly collaborative—you work seamlessly with sales, product, and customers

What Success Looks Like

• You elevate the quality of every deal you touch


• Prospects clearly understand the “why Una” after engaging with you


• You shorten sales cycles by removing friction and ambiguity


• You become a trusted advisor to both customers and internal teams

Why Join Una

• Be at the center of high-impact, strategic deals


• Help define how modern FP&A solutions are sold and experienced


• Work directly with experienced founders and operators


• Early-stage ownership with real influence on product and GTM


• Competitive compensation + equity

Our Culture

• High standards, low ego


• Ownership over activity


• Clarity over complexity


• We care about winning—and how we win