Solution Consultant (Pre-Sales) - Chicago

Levelpath; Chicago (IL); On-site; USD 140,000 - 190,000; Full time

Job summary

Levelpath is seeking a Solution Consultant to drive enterprise customer evaluations from discovery to decision. You will partner with GTM to tailor demos, lead workshops, and configure the platform to meet customer needs, guiding complex evaluations and ensuring alignment across procurement, finance, legal, and IT teams.

You will own POCs and pilots, articulate business value, and collaborate with Product and Engineering on architecture, data flows, and security while maintaining a strong focus

Qualifications

• 4+ years in pre-sales solution consulting for B2B SaaS
• Hands-on configuration of complex enterprise SaaS workflows
• Deliver tailored demos and lead structured customer evaluations (POCs & pilots)
• Partner with GTM in large enterprise, multi-stakeholder environments
• Demonstrated project and stakeholder management experience
• Strong discovery, storytelling, and communication skills
• Consultative mindset focused on customer outcomes and continuous improvement
• Comfort working cross-functionally in a fast-growth setting

Responsibilities

• Guide enterprise solution evaluations with GTM, mapping customer needs to business value
• Conduct discovery to understand goals, pain points, and success criteria
• Design and deliver tailored demos and walkthroughs aligned to Levelpath capabilities
• Own enterprise POCs and pilots from kickoff to evaluation, including success criteria and handoff
• Document requirements, success criteria, scope, and customer commitments for implementation
• Collaborate with Product and Engineering on architecture, integrations, data flows, and security
• Deliver sessions to Procurement, Finance, Legal, and IT audiences
• Act as an extension of the customer’s team, aligning stakeholders
• Lead the solution and functional portions of RFPs/RFIs with specialist inputs
• Represent customer voice internally to influence roadmap and product improvements
• Scale repeatable processes, assets, and documentation

Skills

Pre-sales consulting

Enterprise SaaS

Discovery & storytelling

Stakeholder management

Cross-functional collaboration

Customer outcomes

Executive communication

Proactive mindset

Job description

About the Role

We’re hiring a Solution Consultant to lead enterprise customer evaluations. In this hands‑on, customer‑facing role, you’ll partner with GTM on discovery, tailored demos, workshops, and POCs, guiding each evaluation from first conversation to decision. You’ll blend technical acumen, process design, storytelling, and execution to help enterprise customers visualize what’s possible with Levelpath.

You’ll conduct deep discovery to uncover goals, craft tailored solution strategies, lead custom demos and workshops, and configure the platform to meet customer needs. If you thrive in fast‑paced, customer-obsessed environments and want to help world‑class organizations transform how they buy, this role offers the exposure, ownership, and growth trajectory to make a lasting impact.

This is a full-time position that will be based out of our San Francisco Headquarters, Chicago office, or New York City office.

What You’ll Do

• Guide enterprise solution evaluations in partnership with GTM, understanding customer needs and demonstrating business value to build alignment and deal momentum

• Conduct discovery with stakeholders to understand customer goals, pain points, and success criteria

• Design and deliver tailored demos and walkthroughs that map business processes to Levelpath capabilities

• Own enterprise POCs and pilots from kickoff through evaluation completion, including success criteria, workflow configuration, stakeholder coordination, and a results readout

• Document requirements, success criteria, solution scope, and customer commitments for a clean handoff to the implementation team

• Partner with Product, Engineering, and other internal specialists on architecture, integrations, data flows, security, and complex technical questions, staying technically fluent without being expected to build every integration

• Deliver sessions to audiences including Procurement, Finance, Legal, and IT

• Act as an extension of the customer’s team, managing expectations and aligning across stakeholders

• Lead the solution and functional portions of RFPs and RFIs, coordinating specialist answers on security, architecture, and integrations

• Represent the voice of the customer internally, delivering feedback to influence the roadmap and improve product

• Help scale repeatable processes, assets, and documentation
  

What You Bring

• 4+ years focused in pre-sales solution consulting with B2B SaaS applications

• Hands‑on experience configuring complex enterprise SaaS workflows

• Experience delivering tailored demonstrations and leading structured customer evaluations, including enterprise POCs and pilots

• Proven track record of partnering with GTM in large enterprise and multi‑stakeholder environments

• Demonstrated project and stakeholder management experience

• Strong discovery, storytelling, and communication skills - able to simplify complex topics for varied audiences including in demos

• A consultative, proactive mindset with a bias toward customer outcomes and continuous improvement

• Comfortability working cross‑functionally and flexibly in a high‑growth, fast‑paced setting

While not required, it’s an added plus if you have:

• Experience in the procurement space, with familiarity in sourcing, vendor management, or procurement operations

• Experience at an early stage startup

The estimated annual OTE for this role is $140,000-190,000

Levelpath is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. We’re working to build a more inclusive economy where our customers are equal access to opportunity, and we strive to live by these same values in our workplace.