Solutions Consultant

Drips

Solutions Consultant translating client business goals into scalable, data-driven engagement programs. Collaborating across teams to deliver scoped proposals with measurable outcomes.

Posted 7/17/2026full-timeRemote • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in solutions consulting and proposal delivery, with a strong focus on client use case structuring, data integration requirements, and compliance within regulated industries. Proficient in Salesforce management and aligning solutions to measurable outcomes.

Highest-signal resume keywords

Solutions ConsultingData Integration RequirementsSalesforce ManagementTCPA ComplianceHIPAA Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Proposal DeliveryClient Use Case StructuringBusiness Requirements Document (BRD)Pricing and PackagingIntegration RequirementsMeasurable Outcomes AlignmentDiscovery TranslationExecution of Scoped SolutionsFlow Chart CreationJourney Diagram Development

Soft Skills

Strong Communication SkillsCross-Functional CollaborationClient Presentation SkillsProblem-SolvingComfort Operating Without Authority

Tools & Technologies

SalesforceAPIsFlat File IntegrationSFTP Exchange

Industry Keywords

B2B SaaSHealthcareInsuranceEducationRegulated Industry

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Professional development opportunities
Flexible work arrangements