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Vic.ai

Technical Solutions Consultant

Vic.ai

Technical Solutions Consultant maximizing customer value through Vic.ai's AI-powered platform. Analyzing data, optimizing processes, and driving customer success in finance solutions.

Posted 7/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Technical Consulting and Customer Success, with a strong focus on data analysis, SaaS product management, and effective communication of technical concepts to diverse audiences. Proficient in leveraging AI tools and analytics platforms to enhance customer outcomes and optimize business processes.

Highest-signal resume keywords
Technical Consulting ExperienceData Analysis and LiteracySaaS Product ManagementProject Management SkillsAI Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Data AnalysisSQLSoftware ConfigurationAPI ManagementCustomer Workflow OptimizationBusiness Intelligence ToolsAnalytics PlatformsTechnical Account ManagementTroubleshootingBusiness Recommendations
Soft Skills
Excellent CommunicationOrganizational SkillsCustomer AdvocacyCollaborationProblem-Solving
Tools & Technologies
MetabaseLookerPower BITableauClaudeCursorMCPChatGPTAIPass
Industry Keywords
Customer SuccessTechnical Account ManagementProfessional ServicesConsultingBusiness TransformationOperational AdvisoryFinance SystemsERP Systems

Tech Stack

Tools & technologies
ERPSQLTableau

About the role

Key responsibilities & impact
  • Own the technical success and ongoing optimization of a portfolio of customers, serving as the primary technical point of contact and trusted advisor throughout their Vic.ai journey.
  • Analyze customer data to uncover trends, identify opportunities, and deliver actionable recommendations.
  • Translate technical findings into clear business insights for both technical and non-technical audiences.
  • Become a subject matter expert on the Vic.ai platform and customer workflows.
  • Configure and optimize customer environments, including managing configuration updates and integration changes within AIPass.
  • Partner with customers to improve business processes and maximize platform adoption.
  • Troubleshoot complex customer issues, coordinating with Product and Engineering as needed.
  • Use AI-powered tools and analytics platforms to improve efficiency and enhance customer outcomes.
  • Develop best practices, documentation, and repeatable processes that improve the customer experience.
  • Collaborate with Product, Engineering, and Implementations to advocate for customer needs and influence product improvements.
  • Stay current on emerging AI technologies and identify opportunities to leverage them internally and with customers.

Requirements

What you’ll need
  • 3+ years of experience in Technical Consulting, Solutions Consulting, Professional Services, Technical Account Management, Customer Success, or a similar customer-facing technical role.
  • Strong data literacy with the ability to analyze complex datasets, understand relationships between data sources, uncover trends and opportunities, and translate technical findings into business recommendations that improve customer outcomes.
  • Experience working with SaaS products and enterprise customers.
  • Excellent communication skills with the ability to explain technical concepts in a business-friendly way.
  • Experience managing multiple customer priorities in a fast-paced environment.
  • Strong project management and organizational skills.
  • Preferred Qualifications
  • Experience with analytics or business intelligence tools such as Metabase, Looker, Power BI, Tableau, or similar platforms.
  • Comfortable working with CSV data, APIs, integrations, and software configuration.
  • Familiarity with SQL.
  • Experience using modern AI tools such as Claude, Cursor, MCP, ChatGPT, or similar technologies to improve productivity and problem-solving.
  • Previous experience in consulting, business transformation, or operational advisory roles.
  • Experience working with finance, accounting, or ERP systems is a plus.

Benefits

Comp & perks
  • Competitive compensation
  • Equity
  • Comprehensive benefits
  • Flexible remote-first culture
  • Opportunities to collaborate across teams