Solutions Consultant
Job Summary
The Solutions Consultant serves as the primary technical point-of-contact during the sales cycle and product implementation. This role acts as a subject matter expert, aligning client needs with Socure's identity verification and fraud prevention solutions. The consultant collaborates cross-functionally to support sales activities and drive product innovation.
Responsibilities
- Manage technical sales cycle and POC execution
- Align client needs with product solutions
- Act as technical liaison between internal and external teams
- Drive thought leadership and product innovation input
Required Skills
- 6+ years professional experience
- Expertise in SaaS sales and consulting
- Strong knowledge of ML/DS and API technologies
- Financial services and regulatory compliance knowledge
Job Details
Responsibilities:
- Collaborate with Sales Leadership in business development activities, including the presentation of products and solutions to prospective clients, the preparation of statements of work (SOWs) and pricing.
- Collaborate with Data Science on Proof-of-Concept (POCs) design and execution.
- Utilize industry and domain expertise to tailor strategies and recommendations for prospective clients.
- Work closely with Product Development to funnel concepts for product innovation and new generations to product managers.
- Drive thought leadership with Product Marketing for blogs, whitepapers, research briefs, webinars, and more.
- Serve as a means of translation between technical and non-technical audiences, both internally and externally.
- Lead meetings with project stakeholders to align resources and determine relative priority of projects to maximize business results.
- Serve as the day-to-day technical expert on external and internal projects and engagements related to sales engagements supporting both direct field sales and channel sales teams.
- Provide project leadership and mentor other team members.
Qualifications:
- Bachelor's Degree in business administration, engineering, math, economics, statistics, computer science or other relevant field preferred.
- 6+ years of professional work experience with 3+ years of experience working in professional services consultant, customer management, or sales engineering capacity.
- Demonstrated experience leading enterprise-level engagements dealing with analytics, technology, and/or enterprise software.
- Demonstrated ability to negotiate resources and priorities with multiple stakeholders in order to drive business results.
- Prior experience or knowledge of SaaS sales processes.
- Ability to synthesize complex statistical observations into clear results and concrete recommendations (both verbally and in writing).
- Expertise in building and delivering presentations with clear, complete messages.
- Prior experience in the financial services or wireless industries.
- Prior experience conducting credit/fraud risk management analysis, threshold optimization, and swap sets.
- Prior experience working with document image capture or other OCR or CV tools.
- Prior domain expertise with FCRA, ECOA, GLBA, PATRIOT Act, BSA, and other banking regulations.
- Strong technical depth (ex. ML/DS technologies, SDLCs, RESTful APIs, RDBMS, etc.).
- Comfort with up to 30% travel, post-COVID—this is a remote role, with travel as required.