Hybrid Solutions Consultant

at Method Financial

• Job title: Solutions Consultant
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $150,000 - $180,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, New York City, United States

About the role

• Solutions Consultant improving technical sales motion and customer solutioning at a fintech API company. Engaging early in high-priority deals with technical discovery and solutioning.

Responsibilities

• Join high-priority deals early (often call 1–2) as the technical partner to the AE; lead technical discovery and solutioning.
• Translate customer architecture, constraints, and goals into a clear proposed approach (integration plan, sequencing, risks, and tradeoffs).
• Improve technical sales velocity by tightening the cycle from discovery → solutioning → terms with crisp technical alignment and next steps.
• Occasionally support post-sale solutioning and expansion: participate in customer roadmap conversations, propose new use cases, and accelerate adoption.
• Build solutions playbooks for Discovery and reference architecture to embed a repeatable solutions motion across pre and post sales:
• Create and maintain a lightweight knowledge base / product catalog
• Partner closely with AEs, CS, TIEs, and Product to surface recurring issues, improve enablement, and feed product learnings back into roadmap decisions.

Requirements

• 5+ years experience in technical Solutioning in a pre-sales environment
• Strong technical foundation (CS preferred; STEM/engineering/math/physics acceptable with clear technical depth)
• Prior experience working with APIs (selling, implementing, supporting, or solutioning).
• Demonstrated critical thinking: you consistently get behind the question and give answers that match the underlying need.
• Comfortable operating in both pre-sales and post-sales contexts; you can shift between solution design and customer enablement.
• High ownership and speed: you ramp quickly, contribute actively on calls, and produce durable assets (playbooks, guides, demos) that reduce future load.
• Comfortable in a startup environment with ambiguous processes and evolving org structure.
• Extra Awesome:
• Experience at API-first fintech/infra companies (e.g., Plaid, Stripe) or similarly technical SaaS (observability/data platforms like Datadog).
• Experience selling/solutioning into lenders, fintechs, or complex enterprise buyers.
• Experience building technical champions within customer orgs and partnering deeply with engineering/product teams.
• History of creating technical enablement content and reusable solution frameworks.