Method Financial

Solutions Consultant

Method Financial

full-time

Posted on:

Location Type: Hybrid

Location: New York City • California, New York • 🇺🇸 United States

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Salary

💰 $150,000 - $180,000 per year

Job Level

Mid-LevelSenior

About the role

  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
technical solutioningAPIscritical thinkingsolution designcustomer enablementplaybooksguidesdemosintegration planningreference architecture
Soft skills
high ownershipspeedadaptabilitycollaborationproblem-solvingcommunicationcustomer engagementtechnical alignmentinitiativecreativity
Certifications
Computer Science degreeSTEM degreeEngineering degreeMathematics degreePhysics degree