Solutions Consultant
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Job Description
Solutions Consultant translating client business goals into scalable, data-driven engagement programs. Collaborating across teams to deliver scoped proposals with measurable outcomes.
Responsibilities:
- Own Opportunities Through Proposal Delivery: Work with the sales team to support qualified opportunities from qualification through proposal delivery, driving discovery, scoping, and solution design across a book of active deals.
- Structure Client Use Cases: Identify and structure client use cases based on business challenges, target populations, and desired outcomes, and determine what is new versus reusable functionality.
- Build Client-Facing Deliverables: Produce PSGs/BRDs, business cases, flow charts and journey diagrams, and demos that define scope and align stakeholders.
- Contribute to Pricing and Packaging: Build level-of-effort and other pricing inputs and support pricing approvals, including packaging decisions such as bundled, piloted, or performance-priced programs.
- Define Integration Requirements: Define the data, trigger, and integration requirements (API or flat file) needed to make solutions executable.
- Navigate Governance and Compliance: Work within use-case governance and compliance constraints (TCPA, HIPAA), determining when a use case is new, sellable, or requires product or legal validation.
- Align to Measurable Outcomes: Tie solutions to measurable success metrics such as conversion rates, cost savings, and quality scores (e.g., STARS), and define measurement frameworks, including holdout and control-group approaches, in partnership with client insights and operations on test design and reporting.
- Maintain Opportunity Data: Keep Salesforce accurate across the book of business, including use-case inventory attachment, solutions-consultant and account assignments, and PSG status.
- Partner Cross-Functionally and Shape the Product: Work across sales, finance, revenue operations, product, operations, and legal to make solutions both compelling and feasible, and surface product gaps that inform future enhancements.
Requirements:
- Bachelor's degree and/or 3 to 6 years of experience in solutions consulting, sales engineering, pre-sales, implementation, or a hybrid strategy/product role, ideally in B2B SaaS.
- Experience working in or selling into healthcare, insurance, education, or another highly regulated industry.
- Demonstrated experience translating discovery and client requirements into a scoped, executable solution and a written specification.
- Familiarity with data integration concepts (APIs, flat-file or SFTP exchange, triggers) and comfort defining requirements alongside technical teams.
- Working knowledge of TCPA and HIPAA considerations, or the ability to ramp quickly on the compliance constraints of regulated outreach.
- Strong Salesforce discipline and comfort maintaining accurate opportunity and pipeline data.
- Strong written and verbal communication skills, including comfort presenting solutions and recommendations directly to clients and senior stakeholders.
- Comfort operating without formal authority across sales, product, finance, and operations.
Benefits:
- Professional development opportunities
- Flexible work arrangements
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