The Solutions Consultant leads technical scoping, workflow mapping, solution design, partner migrations, and implementations for accounting and bookkeeping partners. The role supports sales through product demonstrations and technical consulting, translates complex needs into scalable workflows, identifies risks, resolves technical roadblocks, and gathers feedback to influence product development. It requires accounting or bookkeeping operations experience, cloud accounting ecosystem knowledge, SaaS pre-sales or technical account management experience, and strong communication and problem-solving skills.

Lead global sales operations transformation by embedding AI-enabled reporting and CRM improvements, building analytics infrastructure, streamlining data flows, designing operating rhythms and governance, and delivering scalable, process-driven commercial insights to senior leaders to boost go-to-market performance.