Solutions Consultant

Who We Are

Finance leaders choose the company to get paid faster, control costs, and maximize customer satisfaction. As the leader in B2B accounts receivable workflow and payment software, we provide the world’s leading brands with AI-powered solutions across the full AR lifecycle—from invoice presentment and payment processing to cash application and collections. With over 2,600 global customers, more than $1 trillion in invoice dollars processed, and a proprietary network of 13 million buyers, the company delivers business value through deep industry expertise and a culture relentlessly focused on meaningful customer outcomes.

We’re an AI-first company, not just in what we build for our customers, but in how we work. Across every function, our teams use AI tools daily to work faster, make better decisions, and deliver higher-quality outcomes. We hire exceptional people, give them cutting-edge AI capabilities, and measure success by the impact they create. If you want to do the best work of your career at the frontier of AI and fintech, the company is the place to do it.

Our Values

Customers

We relentlessly increase value for customer and do the right thing for them.

Action

We make ‘thoughtfully fast’ decisions, act quickly, cut through red tape, deliver progress not perfection, take ownership and accountability.

Team Spirit

We put the team ahead of ourselves, foster trust and respect, collaborate with passion, despise toxic politics, value our differences, and celebrate together.

Innovation

We challenge the status quo, experiment thoughtfully, and are novel and brilliant in what we create.

Excellence

We love to win, but we hate losing even more. We aspire to be the best and take pride in our work. When we fall short, we own it and come back stronger.

About the Role

The Solutions Consultant is a critical role responsible for advising customers, analyzing and solving complex issues, and guiding sales representatives on alternate courses of action in a deal. You will use AI tools and co-worker agents to prepare configured demonstrations and draft proposals faster, focusing your expertise on the business and technical conversations that build customer confidence and close new business.

You’ll balance company objectives and customer requests when resolving issues, talking credibly with people at all levels in a customer’s organization and applying deep knowledge of the invoice-to-cash process to close new business.

What You’ll Do

Pre-Sales Solutioning

• Create and prepare configured demonstrations that surprise and delight prospects

• Listen to customer requirements and interpret them into a solution that meets both the customer’s needs and the business’

• Use AI tools to speed up demo configuration and proposal drafting

• Other duties as assigned

Sales Collaboration

• Work with the sales team to create presentations that both excite and inform during customer meetings

• Effectively respond to requests for information and project proposals, highlighting the advantages of the company’s solution

• Set prospect expectations early in the process, manage project scope, and create the Statement of Work to hand over to Professional Services

Partner & Marketing Support

• Support and guide the partner channel as they sell and implement the company’s solutions

• Aid the marketing team with seminars, demonstrations, and creative solutions

What You’ll Bring

Required Skills

• 3+ years of experience in Credit/Collections or Accounts Receivable, or 3+ years of presales/consulting experience in SaaS-based financial technology

• Demonstrated ability to build AI into personal workflows to speed up demo configuration and proposal drafting

• Ability to communicate and demonstrate the value of complex SaaS-based solutions

• Ability to gather requirements and work with development teams

• Proven ability to use advanced problem-solving and analytical skills to align solutions to business problems

• Deep technical knowledge of the invoice-to-cash process, used to build credibility and showcase product strengths

• Located in Pacific or Mountain time of the United States, or able to work West Coast hours

Preferred Skills

• Organized self-starter who works independently in a fast-paced, dynamic environment

• High degree of passion, energy, and drive, with willingness to travel approximately 25%

• Continual focus on expanding depth of knowledge across the company solutions

The expected base salary range for this position is 107,680 - 134,600 annually.

Compensation may vary depending on several factors, including a candidate’s qualifications, skills, experience, competencies, and geographic location. Some roles may qualify for additional incentives like equity, commissions, or other variable performance-related bonuses. Further details will be provided by our Talent Acquisition team during the interview process.

What You’ll Get

At the company, we believe your total rewards should reflect the impact you make. Our benefits package includes comprehensive health coverage, competitive retirement, generous PTO and parental leave, flexible work options, and meaningful investment in your professional development. We’re building something special and we want you to feel supported while doing it.

At the company, we value an equitable and inclusive work environment and strive to build and foster diverse teams. Even if your work experience doesn’t align exactly with the position requirements, we’d still love to hear from you. You may just be the right candidate for this or other roles.

We are committed to building a team that represents a variety of diverse backgrounds, perspectives, and skills. We are proud to be an equal opportunity workplace that celebrates and supports diversity and inclusion. We make all employment and related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.