Hybrid Solutions Consultant – FinTech/Tax, End-to-End

APRIL; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

APRIL is seeking a Solutions Consultant to guide clients through the product lifecycle—from pre-sales solution design to onboarding and ongoing optimization. You will ensure successful integrations, configure products, and document best practices for partners and internal teams.

In New York City area you will coordinate with Sales, Product, and Engineering to translate business needs into scalable technical solutions and data flows.

Qualifications

• 2–4 years in a client-facing technical role managing multiple projects (e.g., Solutions Consultant, Solutions Engineer, Implementation Manager, or Technical Account Manager)
• Deep understanding of REST APIs, JSON, webhooks, data integrations, and SaaS platforms, ideally in fintech or tax-related solutions
• Working knowledge of SQL and data analysis for troubleshooting
• Proven track record guiding clients through pre-sales and post-sales technical lifecycles
• Strong problem-solving skills with the ability to translate business requirements into scalable technical solutions
• Excellent communication and presentation skills, with the ability to engage both technical and non-technical stakeholders
• Nice to have: experience in tax technology, payroll, or financial institutions.

Responsibilities

• Partner with Sales to support pre-sales activities, including discovery, solution design, technical demonstrations, and RFP responses
• Lead onboarding for new clients and own partner implementations end-to-end, from technical design and integration through testing, launch, and post-launch support
• Act as the primary technical advisor for clients, addressing integration challenges, product configurations, and data flows
• Provide ongoing technical guidance post-launch, including best practices, troubleshooting, and optimization recommendations
• Collaborate with Product and Engineering teams to represent customer needs and influence roadmap priorities
• Create and maintain technical documentation, playbooks, and solution guides for both internal and external stakeholders

Skills

Client-facing

REST APIs

JSON

Webhooks

Data integrations

SaaS platforms

SQL

Data analysis

Pre-sales experience

Communication skills

Presentation skills

Job description

APRIL is seeking a Solutions Consultant to guide clients through the product lifecycle—from pre-sales solution design to onboarding and ongoing optimization. You will ensure successful integrations, configure products, and document best practices for partners and internal teams.

In New York City area you will coordinate with Sales, Product, and Engineering to translate business needs into scalable technical solutions and data flows.