Remote SaaS Solutions Consultant (Fintech)

Bill.com, LLC.; San Jose, Draper (CA, UT); Remote; USD 147,000 - 177,000; Full time

Benefits offered by this job

Health, dental, and vision plans

Life Insurance

Employee Stock Purchase Program

Wellness & Fitness initiatives

Flexible time off

Job summary

BILL is shaping the future of financial automation by empowering businesses to move money with confidence. As a Solutions Consultant, you will bridge finance teams and engineering, translating needs into practical demonstrations and actionable architectures.

In this remote-first role, you’ll lead discovery, design tailored demos, and guide prospects from discovery to decision, collaborating with Mid-Market and Accountant Channel Sales to optimize workflows and integration with APIs and ERP

Qualifications

• 5+ years of experience in SaaS pre-sales or solutions consulting, serving Mid-Market or Enterprise customers; experience selling to finance and accounting stakeholders is a plus.
• Strong discovery, solution-design, and presentation skills, including the ability to communicate effectively with executive audiences.
• Hands‑on experience discussing APIs and integrations with technical stakeholders and explaining technical concepts clearly to business users.
• A bachelor’s degree in a technical field or equivalent.

Responsibilities

• Lead discovery with business and technical stakeholders to understand current processes, requirements, pain points, and success criteria across payments, approvals, and accounting workflows.
• Translate discovery findings into clear solution designs and recommend ways BILL can support and improve customer workflows.
• Build and deliver tailored, high-impact product demonstrations, both virtually and in person, that connect BILL’s capabilities to prospect needs.
• Serve as a pre-sales technical partner for Mid-Market, API, and Accountant Channel prospects, addressing product, workflow, and integration questions.
• Explain APIs and integration approaches to technical audiences while making the concepts and business implications accessible to nontechnical stakeholders.
• Advise prospects on connecting BILL with in-house accounting systems and leading ERP platforms.
• Partner with Sales, Sales Enablement, and Product to strengthen discovery practices, demo narratives, scripts, and customer-facing best practices; share prospect insights that can inform product improvements.
• Develop technical responses for RFPs and RFIs, and translate product releases into clear, customer-ready messaging.
• Stay informed about competitive payment and adjacent solutions, and clearly communicate BILL’s differentiators and relevant use cases.
• Coach Account Executives on discovery and demonstrations to help them become more self-sufficient.

Skills

SaaS pre-sales

Discovery & design

APIs & integrations discussions

Executive communication

Education

Bachelor's degree in a technical field or equivalent

Job description

BILL is shaping the future of financial automation by empowering businesses to move money with confidence. As a Solutions Consultant, you will bridge finance teams and engineering, translating needs into practical demonstrations and actionable architectures.

In this remote-first role, you’ll lead discovery, design tailored demos, and guide prospects from discovery to decision, collaborating with Mid-Market and Accountant Channel Sales to optimize workflows and integration with APIs and ERP