Remote Solutions Consultant – Fintech Pre-Sales & API Demos

BILLcom; United States; On-site; USD 147,000 - 177,000; Full time

Benefits offered by this job

Health, dental, vision insurance

HSA & FSA accounts

Life and disability insurance

Employee Assistance Program (EAP)

11+ holidays and wellness days

Job summary

BILL is seeking a Solutions Consultant to empower Mid‑Market and Accountant Channel Sales teams by translating customer needs into practical, API‑driven solutions across payables, receivables, payments, and accounting workflows.

You will guide prospects from discovery through solution design and demonstrations, translating complex workflows into clear recommendations for stakeholders, while collaborating with Sales, Product, and Enablement. Remote-first role with travel as needed.

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.

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

Solution design

Presentations

APIs & integrations

Bachelor's degree

Education

Bachelor's degree

Job description

BILL is seeking a Solutions Consultant to empower Mid‑Market and Accountant Channel Sales teams by translating customer needs into practical, API‑driven solutions across payables, receivables, payments, and accounting workflows.

You will guide prospects from discovery through solution design and demonstrations, translating complex workflows into clear recommendations for stakeholders, while collaborating with Sales, Product, and Enablement. Remote-first role with travel as needed.