Solutions Consultant Role

New

Skills

Data Integration Demo Configuration Fintech Presales Presentation Skills SaaS SaaS Architecture Sales Engineering Solutions Consulting Wealth Management

We are seeking a highly skilled Solutions Consultant to lead and support discovery sessions, uncovering client requirements and delivering tailored demonstrations to technical evaluators and C-suite executives in large wealth firms.

Key Responsibilities
  • Lead and support discovery sessions to uncover requirements.
  • Deliver tailored demos to technical evaluators and C-suite at large wealth firms.
  • Respond to RFPs and security questionnaires with high-quality content.
  • Configure and maintain demo environments reflecting real client scenarios.
  • Design solution configurations mapping CapIntel's platform to client needs.
  • Serve as the technical and functional SME throughout the sales cycle.
Requirements & Qualifications
  • 3–5 years in Solutions Consulting, Sales Engineering, or presales (SaaS/fintech).
  • Understanding of wealth management or institutional platforms is a plus.
  • Strong presentation skills; comfortable with technical evaluators and executives.
  • Hands-on ability to configure and deliver polished demos.
  • Familiarity with SaaS architectures and data integrations.
  • Collaborative and able to manage multiple opportunities.
  • Value mindset, curiosity, and commitment to great work.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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