Solutions Consultant – Financial Services

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Solutions Consultant – Financial Services based in the United States.

This role is a client-facing, pre-sales consulting position focused on delivering high-impact financial reporting solutions to complex organizations within the financial services sector. You will work closely with prospects and customers to understand their business challenges and translate them into tailored, value-driven solution architectures. Acting as a trusted advisor, you will guide discovery conversations, shape solution design, and demonstrate how modern SaaS platforms can solve critical reporting and compliance needs. The role spans Alternative Investments, Banking, and Insurance industries, requiring strong domain expertise and the ability to communicate technical and business value clearly. You will play a key role in building proof-of-concepts, prototypes, and demonstrations that validate solution effectiveness. This is a highly collaborative environment where your insights directly influence deal success and customer adoption.