Solutions Consultant

Alderson James; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Alderson James is seeking a candidate who operates at the crossroads of Sales, Product and Professional Services to guide prospective clients through private markets technology solutions.

You’ll lead discovery, translate operating models into technology designs and deliver tailored demonstrations for senior stakeholders, including CFOs, COOs and fund leaders. A hands‑on, collaborative approach is essential to success.

Qualifications

• 3+ years' experience within private markets.
• Strong presentation and communication skills.
• Hands-on with the platform, configure solutions and build demo environments.
• Experience leading workshops with senior stakeholders.
• Commercial awareness and enterprise sales understanding.

Responsibilities

• Partner with Account Executives throughout the sales process.
• Lead discovery workshops with prospective clients.
• Translate business requirements into solution designs.
• Deliver tailored software demonstrations.
• Support RFPs, RFIs and tender responses.
• Map customer operating models into technology workflows.
• Identify integration requirements and best‑practice solutions.
• Build and configure demo environments and prospect datasets.
• Run proofs of concept and pilot builds.
• Collaborate with Product and Professional Services to ensure feasible solutions.

Skills

Private markets

Workshop leadership

Presentation skills

Communication

Sales collaboration

SQL familiarity

API familiarity

Tools

Allvue

eFront

Investran

Yardi

FIS InvestOne

Geneva

Dynamo

Job description

The opportunity

You’ll sit at the intersection of Sales, Product and Professional Services, working closely with Account Executives throughout the sales cycle.

You’ll help prospective clients understand how technology can solve complex operational challenges across fund accounting, fund administration and investment operations.

You’ll be working directly with senior stakeholders including CFOs, COOs, Fund Controllers and Heads of Operations, leading discovery sessions, designing solutions and delivering tailored product demonstrations.

Importantly, this isn't a role where you're simply presenting slides — you'll be expected to get hands‑on with the platform, configure solutions, build demo environments and run proofs of concept.

What you'll be doing

• Partner with Account Executives throughout the sales process
• Lead discovery workshops with prospective clients
• Understand existing operating models and identify transformation opportunitiesTranslate business requirements into solution designs
• Deliver tailored software demonstrations
• Support RFPs, RFIs and tender responses
• Map customer operating models into technology workflows
• Identify integration requirements and recommend best‑practice solutions
• Build and configure demo environments and prospect datasets
• Run proofs of concept and pilot builds
• Work closely with Product and Professional Services to ensure solutions are achievable

What we're looking for:

You’ll ideally have 3+ years' experience within private markets, with a background in one or more of:

• Private Markets Operations
• Client Services within Fund Administration
• Private Markets Technology Consulting
• Solutions Consulting for Financial Software

You’ll also have:

• Strong understanding of alternative investment operations
• Experience working with Fund Administrators or Investment Managers
• Excellent presentation and communication skills
• Experience leading workshops with senior stakeholders
• Commercial awareness and an understanding of enterprise sales
• The ability to translate operational challenges into technology solutions
• A hands‑on approach to technology and solution configuration

SQL and API familiarity would be highly advantageous.

Experience with platforms such as Allvue, eFront, Investran, Yardi, FIS InvestOne, Geneva or Dynamo would also be valuable.

You should be comfortable discussing areas such as:

• Fund accounting & general ledgers
• Capital calls & distributions
• Management fees & carried interest
• Financial reporting
• Fund structures & SPVs

Why this is an exciting role

This is an opportunity to become a genuine industry expert and trusted advisor, helping some of the world's leading private markets organisations rethink how they operate.

You’ll have the opportunity to bridge the gap between business challenges and technology, while playing a significant role in driving enterprise sales and shaping solutions for prospective clients.