Solution Consultant (Pre-Sales) - San Francisco

levelpath.com; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

Levelpath is seeking a Solution Consultant to lead enterprise customer evaluations from discovery to decision, partnering with GTM on tailored demos, workshops, and POCs. In this hands-on, customer-facing role, you’ll blend technical acumen, process design, storytelling, and execution to help customers visualize Levelpath capabilities.

You’ll conduct deep discovery to uncover goals, craft tailored strategies, lead demos, and configure the platform to meet customer needs.

Qualifications

• 4+ years focused in pre-sales solution consulting with B2B SaaS applications.
• Experience delivering tailored demonstrations and leading structured customer evaluations, including enterprise POCs and pilots.
• Strong discovery, storytelling, and communication skills for varied audiences.

Responsibilities

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

Skills

Enterprise solution consulting

Pre-sales for B2B SaaS

Demos & workshops

POCs & pilots management

Stakeholder alignment

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 $150,000-200,000

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 have equal access to opportunity, and we strive to live by these same values in our workplace.