Lead Consultant

Solifi

United States

On-site

USD 120,000 - 180,000

Full time

4 days ago

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Benefits offered by this job

Medical

Dental

Vision

Flexible Spend Account (FSA)

Health Savings Account (HSA)

Life and AD&D Insurance

Disability Insurance (Short & Long)

Employee Assistance Program (EAP)

401K Tax Deferred Retirement Savings

Job summary

Solifi is seeking a Lead Consultant in Minneapolis to drive large software implementations for equipment finance clients. You will combine industry experience with Solifi applications, oversee configuration, integrations, and enhancements, and lead delivery from requirements through go-live and post-live support.

The role requires senior-level consulting, project leadership, and the ability to mentor others while advancing delivery methodologies.

Qualifications

Expert in Equipment Finance with ability to broaden expertise over time.
5+ years of financial software implementation experience, ideally in Equipment Finance.
Ability to build relationships quickly with clients and communicate clearly.
Experience leveraging AI to improve processes and/or tools.
Strong test planning and analytical skills.
Excellent interpersonal skills and communication techniques.

Responsibilities

Use judgment to determine customer solution and mitigate risks.
Produce accurate estimates for Professional Service opportunities.
Provide content for Statements of Work.
Lead projects and mentor junior consultants; drive delivery methodologies.

Skills

Equipment Finance expertise

Financial software implementation

Client relationship building

AI in processes

Test planning & analytics

Interpersonal communication

Curiosity about business problems

Tools

SQL

XML

JIRA

Confluence

Job description

Company Overview

Solifi deliver a solid financial technology foundation for equipment, working capital, wholesale, and automotive finance firms. At Solifi, we believe that commerce is only as strong as the system it runs on. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help protect and scale financial organizations. We guard our customers by being precise and reliable, we guide their success by combining powerful technology with proven expertise, and we help them grow by unleashing their potential.

Team Overview

Professional Services at Solifi is a customer-facing team responsible for the implementation of the Solifi solutions and providing consulting services for our clients. They are seen as the experts on our solutions and the industries they serve. They provide value to our clients by efficiently and effectively completing software implementations and providing expertise on the use of the software. Lead Consultants are the handful of most experienced, most knowledgeable members of the team who can drive large implementations to completion and solve complex business problems for our customers.

Position Description

Lead Consultants combine their experience in the industry and out-of-the-box Solifi applications with client specific configuration, integrations and enhancements to provide a complete working solution for the client to test and take live. The work as a consulting team lead or occasionally as an individual consultant on for-fee product implementation, enhancement, integration, conversion, business process enhancement or training projects. Participate in all phases of software implementation; requirements gathering, solution design, development, testing, launch, and post go-live support. Conduct customer business analysis to map internal processes and areas for improvement which support Solifi solution recommendations and ensure successful implementations. Perform technical implementation tasks to deliver solutions that align with the overall design. The role is also responsible for leading projects both customer-facing and internally - mentoring team members and improving delivery methodology.

Responsibilities

Use judgment to determine customer solution and mitigate risks.
Produce accurate estimates for Professional Service opportunities.
Provide content for Statements of Work.
Make decisions about complex requirements and problems.
Drive the improvement of Solifi implementation methods and processes.
Define and document customer business functions and processes.
Consult with customers to map their business needs, current processes and operational procedures to Solifi products and identify any gaps.
Assist customers in harmonizing processes to Solifi products through configuration and process change.
Develop requirements according to standard guidelines and identify common features for inclusion in product applications. Communicate with technical consulting team on customer business requirements enabling the development of a detailed and customized technical design.
Consults with more senior consultants to maximize implementation of the solution.
Lead teams with more junior consultants and distribute work, mentor and develop team capabilities
Validate customer solution through build verification testing.
Leverage AI where possible to automate repetitive tasks and improve delivery tools and methodologies.
Support customers in their testing through training, advising on test planning, triaging tickets, management of ticketing logs, explaining system use and changing configurations as appropriate.
Where required, provide clarity and explanation where issues reported by the client are not defects.
Support for go live and hyper care activities which may require extended hours and out of hours working.
Provide input to Solifi Training Services to improve and tailor training materials for customers.
Deliver appropriate training to customer staff to enable them to make implementation decisions and conduct testing.
Planning, execution and testing of data migration using Solifi tools as appropriate.
Support customers in testing migration of data and resolving issues.
Consult with customers on mapping of integrations.
Support the release and deployment activities during projects through validating release, testing integrations and preparation of project specific release notes.
Accurate and timely time recording for all activities and escalation when time codes are not provided for work allocated.
Ensure targeted project deliverables, including configuration of functional solutions, development of test strategies, plans and risk assessments meet project deadlines.
Take all reasonable steps to achieve your individual utilization target as agreed with management.
Using standard Solifi tools and work in accordance with Solifi methods and processes.
Participate in project planning and estimating.
Develop knowledge of broader product set and ability to work across solutions.
Participate in project test phases, launch, and post go-live support.
Provide task status and updates to the Project Manager.

Required Qualifications

Expert in Equipment Finance with the ability over time to add other areas of expertise.
Strong experience with one or more Solifi products - ideally ILS.
Broader understanding of multiple product areas.
Knowledge of how to add value to customers business.
Responsible and able to manage to deadlines.
Manage conflicting priorities and challenging deadlines.
5+ years of financial software implementation experience, ideally in the Equipment Finance sector.
Produce clear and concise documentation including use of process/flow diagrams, sequence diagrams, data mapping.
Able to produce clear and accurate status updates.
Able to prioritize and manage multiple activities.
Ability to build relationships quickly with clients and have clear communication.
Experience leveraging AI to improve processes and/or tools.
Strong test planning and analytical skills.
Passion for accuracy and an eye for detail.
Excellent interpersonal skills and communication techniques.
Curious about customer business problems and technology solutions.