Solutions Consultant

PreSales Collective; Oklahoma; On-site; USD 100,000 - 150,000; Full time

Job summary

PreSales Collective is seeking a strategic, technically fluent Solution Consultant to translate client business goals into scalable, data-driven engagement programs. You will own qualified opportunities from discovery to priced proposals, designing end-to-end technical solutions with clear data and integration requirements.

The role requires collaboration across sales, finance, product, and operations to produce deliverables, drive pricing inputs, and ensure proposals are executable and

Qualifications

• Bachelor's degree and/or 3 to 6 years of experience in solutions consulting, sales engineering, pre-sales, implementation, or hybrid strategy/product in B2B SaaS.
• Experience in healthcare, insurance, education, or regulated industries or ability to ramp in a regulated market.
• Ability to translate discovery into scoped, executable solutions and written specs.

Responsibilities

• Own opportunities from qualification through proposal delivery; drive discovery, scoping, and solution design.
• Structure client use cases based on business challenges and outcomes; determine new vs reusable functionality.
• Produce PSGs/BRDs, business cases, flow charts, and journey diagrams; align stakeholders.
• Contribute to pricing inputs and packaging decisions; support approvals.
• Define data, trigger, and integration requirements (APIs/flat file) to enable solutions.
• Navigate governance and compliance (e.g., TCPA, HIPAA) for use cases.
• Tie solutions to measurable outcomes and create testing/measurement plans.
• Maintain Salesforce data across the opportunity book.

Job description

Solution Consultant

Reports To: Director, Solutions Consulting

Location: Remote (U.S.); Drips is headquartered in Akron, OH.

Position Summary

We are seeking a strategic, technically fluent Solution Consultant to translate client business goals into scalable, data-driven conversational engagement programs. This role sits within Solutions Consulting and owns qualified opportunities from qualification through proposal delivery, designing the end-to-end technical solution, ensuring feasibility through clear data and integration requirements. The ideal candidate will not only design compelling solutions but will shape the commercial case behind them, producing the project scoping documents, contributing to business cases and pricing inputs that turn a design into an approvable, sellable package.

If you are energized by solving complex client problems, enjoy working at the intersection of strategy, product, and commercialization, and get satisfaction from moving an opportunity all the way from discovery to a scoped, priced proposal, this role is for you.

Who You Are

This role demands a structured, consultative thinker who can sit in front of a client, listen and understand ambiguous business problems and bring order to it, decomposing it into use cases, target populations, and measurable outcomes. You are comfortable moving between a strategy conversation with a client one moment and the operational detail of data feeds, triggers, and integration requirements the next.

You can assemble the pieces across discovery calls, product and integration capabilities (or limitations), and compliance constraints into a coherent solution, and you translate that into deliverables (PSGs, diagrams, business cases) that other teams can act on. You collaborate naturally across sales, finance, product, and operations, aligning the people you need to move a solution from a client's goal to a signed proposal.

You find real satisfaction in turning a client's goal into a scoped, priced, and executable program, and you follow that recommendation through to a proposal the client and the business can both say yes to. You are as comfortable building the frameworks, templates, and tooling that make the work repeatable as you are running the deal in front of you.

Key Responsibilities

• Own Opportunities Through Proposal Delivery: Work with the sales team to support qualified opportunities from qualification through proposal delivery, driving discovery, scoping, and solution design across a book of active deals.


• Structure Client Use Cases: Identify and structure client use cases based on business challenges, target populations, and desired outcomes, and determine what is new versus reusable functionality.


• Build Client-Facing Deliverables: Produce PSGs/BRDs, business cases, flow charts and journey diagrams, and demos that define scope and align stakeholders.


• Contribute to Pricing and Packaging: Build level-of-effort and other pricing inputs and support pricing approvals, including packaging decisions such as bundled, piloted, or performance-priced programs.


• Define Integration Requirements: Define the data, trigger, and integration requirements (API or flat file) needed to make solutions executable.


• Navigate Governance and Compliance: Work within use-case governance and compliance constraints (TCPA, HIPAA), determining when a use case is new, sellable, or requires product or legal validation.


• Align to Measurable Outcomes: Tie solutions to measurable success metrics such as conversion rates, cost savings, and quality scores (e.g., STARS), and define measurement frameworks, including holdout and control-group approaches, in partnership with client insights and operations on test design and reporting.


• Maintain Opportunity Data: Keep Salesforce accurate across the book of business, including use-case inventory attachment, solutions-consultant and account assignments, and PSG status.


• Partner Cross-Functionally and Shape the Product: Work across sales, finance, revenue operations, product, operations, and legal to make solutions both compelling and feasible, and surface product gaps that inform future enhancements.

Qualifications

• Bachelor's degree and/or 3 to 6 years of experience in solutions consulting, sales engineering, pre-sales, implementation, or a hybrid strategy/product role, ideally in B2B SaaS.


• Experience working in or selling into healthcare, insurance, education, or another highly regulated industry, or a demonstrated ability to ramp quickly in a regulated market.


• Demonstrated experience translating discovery and client requirements into a scoped, executable solution and a written specification, not just a summary of needs.


• Familiarity with data integration concepts (APIs, flat-file or SFTP exchange, triggers) and comfort defining requirements alongside technical teams.


• Working knowledge of TCPA and HIPAA considerations, or the ability to ramp quickly on the compliance constraints of regulated outreach.


• Strong Salesforce discipline and comfort maintaining accurate opportunity and pipeline data.


• Strong written and verbal communication skills, including comfort presenting solutions and recommendations directly to clients and senior stakeholders.


• Comfort operating without formal authority across sales, product, finance, and operations.


• Plus: Experience with conversational messaging, contact-center, or member-engagement programs.


• Plus: Direct experience in Drips' core verticals (healthcare, insurance, and education), and with the regulated payer, plan, or carrier workflows they involve.