Solutions Consultant

April Tax Solutions, Inc.; New York, Northern (NY, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

April Tax Solutions, Inc. is seeking a Solutions Consultant to guide clients from pre-sales design through onboarding, adoption, and technical optimization.

You will serve as a trusted advisor for partners, handling complex integrations and data flows while ensuring maximum value from our platform. The role requires 2–4 years in a client-facing technical capacity, strong API/data skills, and excellent communication.

Qualifications

• 2–4 years in a client-facing technical role managing multiple projects.
• Deep understanding of REST APIs, JSON, webhooks and SaaS data integrations.
• Working knowledge of SQL and data analysis for troubleshooting.
• Proven track record guiding clients through pre- and post-sales lifecycles.
• Strong problem-solving and ability to translate business needs into scalable tech.
• Excellent communication and presentation skills for diverse stakeholders.
• Nice to have: experience in tax tech, payroll, or financial services.

Responsibilities

• Partner with Sales to support pre-sales activities, including discovery, solution design, technical demonstrations, and RFP responses
• Lead onboarding for new clients and own partner implementations end-to-end, from technical design and integration through testing, launch, and post-launch support
• Act as the primary technical advisor for clients, addressing integration challenges, product configurations, and data flows
• Provide ongoing technical guidance post-launch, including best practices, troubleshooting, and optimization recommendations
• Collaborate with Product and Engineering teams to represent customer needs and influence roadmap priorities
• Create and maintain technical documentation, playbooks, and solution guides for both internal and external stakeholders

Skills

Communication

Presentation

Problem solving

Data analysis

SQL

REST APIs

Customer facing

Job description

About the role

april is searching for a Solutions Consultant, you will play a pivotal role in guiding clients through the entire product lifecycle—from pre-sales solution design to onboarding, ongoing adoption, and technical optimization. This role requires a strong mix of technical depth, consultative communication, and business acumen. You will serve as a trusted advisor for our partners, ensuring they maximize value from april’s platform while navigating complex technical integrations and implementations. Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week.

Key responsibilities

• Partner with Sales to support pre-sales activities, including discovery, solution design, technical demonstrations, and RFP responses
• Lead onboarding for new clients and own partner implementations end-to-end, from technical design and integration through testing, launch, and post-launch support
• Act as the primary technical advisor for clients, addressing integration challenges, product configurations, and data flows
• Provide ongoing technical guidance post-launch, including best practices, troubleshooting, and optimization recommendations
• Collaborate with Product and Engineering teams to represent customer needs and influence roadmap priorities
• Create and maintain technical documentation, playbooks, and solution guides for both internal and external stakeholders

Experience

• 2–4 years of experience in a client-facing technical role managing multiple projects (e.g., Solutions Consultant, Solutions Engineer, Implementation Manager, or Technical Account Manager)
• Deep understanding of REST APIs, JSON, webhooks, data integrations, and SaaS platforms, ideally in fintech or tax-related solutions
• Working knowledge of SQL and data analysis for troubleshooting
• Proven track record guiding clients through pre-sales and post-sales technical lifecycles
• Strong problem-solving skills with the ability to translate business requirements into scalable technical solutions
• Excellent communication and presentation skills, with the ability to engage both technical and non-technical stakeholders
• Nice to have: Experience in tax technology, payroll, or financial institutions. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.