Senior AI Finance Solutions Consultant

HD Tech Recruit; United States; On-site; Full time

Job description

Remote – USA | Base + Bonus | High-Growth SaaS

We are partnering with an innovative, high-growth AI-driven SaaS company transforming the way finance and accounting teams operate.

Their platform uses AI, automation, and conversational technologies to streamline and modernise back‑office finance processes, helping organisations improve visibility, reduce manual effort, and accelerate decision‑making across Accounts Payable, Accounts Receivable, and broader finance operations.

This is an opportunity to join a rapidly scaling business at an exciting growth stage, where Solution Consulting is highly visible and plays a strategic role in revenue generation, customer engagement, and product evolution.

The Opportunity

We are seeking an experienced Senior Solution Consultant / Pre‑Sales Consultant to support enterprise sales efforts and act as a trusted advisor throughout the customer journey.

This is not a post‑sales implementation role.

You will partner closely with Sales, Product, Engineering, and Customer Success teams to help prospects and customers understand how AI‑powered finance automation can solve real operational challenges.

The role combines:

• Discovery and consultative selling
• Technical workshops
• Value articulation and business case development
• Cross‑functional collaboration

You will have the opportunity to help shape and scale the Solution Consulting function while working with enterprise finance stakeholders and modern AI‑enabled technology.

What You’ll Be Doing

• Support enterprise sales opportunities from qualification through close
• Conduct discovery sessions to understand business processes and pain points
• Deliver compelling product demonstrations and solution presentations
• Lead technical and business‑focused workshops
• Build trust with customer stakeholders across Finance, IT, Operations, and leadership teams
• Support evaluation cycles, technical validation, and solution alignment

Strategic Solution Consulting

• Translate complex business requirements into clear solution outcomes
• Develop business cases and articulate value around automation, efficiency, and operational improvement
• Support expansion opportunities within existing customer accounts
• Assist with competitive analysis and market positioning
• Collaborate closely with Product and Engineering teams to communicate customer requirements and roadmap feedback
• Support RFI/RFP responses
• Help build repeatable demo environments and discovery frameworks
• Contribute to collateral, messaging, and go‑to‑market initiatives
• Support marketing events, webinars, conferences, and customer‑facing activities where needed

What We’re Looking For

We are looking for someone who combines strong pre‑sales experience with finance technology knowledge and excellent customer‑facing skills.

You should bring:

• 5+ years in Pre‑Sales, Solution Consulting, Sales Engineering, or Technical Consulting
• Proven success supporting enterprise software or SaaS sales cycles
• Experience conducting:
• Discovery workshops
• Technical evaluations / POCs
• Executive presentations
• Strong stakeholder engagement and consultative communication skills
• Ability to translate technical solutions into business outcomes

Highly Relevant Backgrounds Include

Experience selling or supporting:

• Finance or accounting software
• ERP platforms
• Payment systems
• Order‑to‑Cash (O2C)
• Procure‑to‑Pay (P2P)
• Treasury or financial operations technology
• Enterprise SaaS solutions

Hands‑on Exposure to Platforms Such As

• NetSuite
• Workday
• Oracle Cloud
• Intacct
• ERP or finance ecosystems

is highly desirable.

We Are Particularly Interested in People Who Are:

• Curious about AI and automation
• Familiar with concepts such as:
• Generative AI
• LLMs
• NLP / conversational systems
• Excited by the future of autonomous finance operations

You do not need to be an AI engineer — but you should be comfortable discussing how AI delivers business value.

Ideal Profile

You may currently be a:

• Senior Solution Consultant
• Sales Engineer
• Solutions Architect with strong customer‑facing experience
• ERP / Finance Technology Consultant moving into pre‑sales
• SaaS Solution Specialist

You thrive in environments that are:

• Fast‑paced
• Growth‑oriented
• Less corporate and more entrepreneurial

You enjoy building, influencing, and helping customers adopt transformative technology.

What’s On Offer

• Competitive base salary + performance bonus
• Strong leadership visibility
• Opportunity to influence product direction and consulting best practice
• Exposure to cutting‑edge AI and finance automation technology
• Career growth within a scaling organisation