Remote Solution Consultant - FinTech & Banking

Tech Sales Jobs; United States; Remote; USD 84,000 - 133,000; Full time

Job summary

MeridianLink is seeking a Solution Consultant for a remote US role. You will translate financial-institution business needs into compelling solution strategies, support discovery, demonstrations, and ROI storytelling, and work with Sales and product teams to position value.

You will plan tailored demonstrations, map current-state to future-state workflows, understand APIs and integrations, and build business cases while traveling for customer meetings as needed.

Qualifications

• Experience in solution consulting, sales engineering, pre‑sales, product consulting, implementation consulting, or a related customer‑facing technology role.
• Experience in financial services, fintech, banking, credit unions, lending, account opening, credit decisioning, fraud/risk, or adjacent technology is strongly preferred.
• Demonstrated ability to learn complex software products and translate technical capabilities into clear business value.
• Strong presentation, facilitation, discovery, written communication, and stakeholder‑management skills.
• Ability to organize multiple opportunities and work effectively across Sales, Product, Professional Services, Customer Success, and technical teams.
• Comfort working with data, process metrics, and ROI/value concepts to support consultative customer conversations.

Responsibilities

• Partner with Sales to understand prospect and customer objectives, pain points, current-state processes, decision criteria, and desired business outcomes.
• Plan and deliver tailored MeridianLink solution demonstrations and presentations that connect product capabilities to the institution's use cases and strategic priorities.
• Develop clear business and system process flows that illustrate current-state challenges, future-state workflows, integrations, and operational improvements.
• Build foundational business cases and ROI narratives using customer data, benchmarks, process observations, and measurable value drivers.
• Support technical discovery by understanding software, hardware, APIs, cloud concepts, networking, security considerations, and system integrations; engage technical specialists when deeper expertise is required.
• Orchestrate the end-to‑end pre‑sales process by engaging the appropriate MeridianLink subject matter experts, product teams, technical resources, and leadership at the right stage of the opportunity.
• Respond to solution‑related RFP/RFI questions, validate requirements, identify gaps or dependencies, and help position MeridianLink's differentiated value.
• Maintain current knowledge of MeridianLink solutions, releases, competitive positioning, industry trends, regulatory considerations, credit and fraud risk concepts, and financial‑services operating models.
• Build trusted relationships with customer stakeholders through strong communication, executive presence, consultative questioning, problem solving, and follow‑through.
• Capture customer feedback and field insights and communicate them internally to support product, enablement, and go‑to‑market improvement.

Skills

Solution consulting

Sales engineering

Pre-sales

Product consulting

Implementation consulting

Customer-facing role

Job description

MeridianLink is seeking a Solution Consultant for a remote US role. You will translate financial-institution business needs into compelling solution strategies, support discovery, demonstrations, and ROI storytelling, and work with Sales and product teams to position value.

You will plan tailored demonstrations, map current-state to future-state workflows, understand APIs and integrations, and build business cases while traveling for customer meetings as needed.