Solutions Consultant

method

San Francisco, New York (CA, NY)

Hybrid

USD 170,000 - 200,000

Full time

14 days+
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Benefits offered by this job

Medical, Dental, Vision
Flexible PTO
Lunch stipend
Parental leave
Commuter benefits
Phone stipend
WFH stipend
Student loan repayment
Lifestyle stipend
Learning & Development stipend
Hybrid office snacks
Team off-sites

Job summary

Method is hiring a Solutions Consultant to accelerate pre‑sales with deep API familiarity and technical discovery. You will bridge customer pain points to Method product capabilities, crafting integration plans and repeatable solution motions.

You’ll engage across pre‑ and post‑sales contexts, contributing to playbooks, reference architectures, and knowledge bases while partnering with AEs, CS, TIEs, and Product to drive faster wins.

Qualifications

  • 5+ years of experience in technical solutioning within a pre-sales environment.
  • Strong technical foundation (CS preferred; STEM/engineering/math/physics acceptable).
  • Experience working with APIs (selling, implementing, or solutioning).
  • Demonstrated critical thinking with questions that reveal underlying needs.

Responsibilities

  • Join high-priority deals early as the technical partner to the AE; lead technical discovery and solutioning.
  • Translate architecture, constraints, and goals into a clear integration plan and tradeoffs.
  • Improve sales velocity by aligning discovery, solutioning, and terms with crisp technical steps.
  • Occasionally support post-sale solutioning and expansion; participate in roadmap conversations.
  • Build playbooks for Discovery and reference architecture to embed a repeatable solutions motion.
  • Create and maintain a lightweight product catalog and knowledge base.
  • Collaborate with AEs, CS, TIEs, and Product to surface issues and feed learnings into the roadmap.

Skills

Pre-sales experience
APIs
Critical thinking
Adaptability
Ownership
Startup environment

Tools

APIs

Job description

Meet Method

Method has built the most modern way to connect to consumer financial accounts. Combining real-time liability connectivity with instant payment execution, Method’s API is designed to make it easy for people to connect their financial accounts to the apps and services they want to use. We have helped 45+ million users connect 350+ million liability accounts credential‑less and processed over $2.5B in payments, helping users save millions in interest. One in every three credit cards in the United States is in the Method ecosystem and leading financial institutions like SoFi, Bilt, Cleo, Sezzle, Figure & Aven rely on our APIs to build magical experiences for millions of consumers. We’re a team of 50+ people spread across offices in Austin, SF, New York City, and Washington D.C! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!

The impact

We’re hiring a Solutions Consultant to improve Method’s technical sale and expansion motion. You will operate across pre-sales, joining customer conversations early to run technical discovery, solutioning, and integration planning so prospects and customers reach “technical yes” faster.

This role is a subject matter expert position. You’ll bring deep technical comfort (ideally in APIs), strong critical thinking, and a consultative approach to connecting customer pain points to Method’s product capabilities and roadmap. The goal is to make buying and expanding with Method easier, faster, and more repeatable.

What You’ll Do
  • Join high-priority deals early (often call 1–2) as the technical partner to the AE; lead technical discovery and solutioning.
  • Translate customer architecture, constraints, and goals into a clear proposed approach (integration plan, sequencing, risks, and tradeoffs).
  • Improve technical sales velocity by tightening the cycle from discovery → solutioning → terms with crisp technical alignment and next steps.
  • Occasionally support post-sale solutioning and expansion: participate in customer roadmap conversations, propose new use cases, and accelerate adoption.
  • Build solutions playbooks for Discovery and reference architecture to embed a repeatable solutions motion across pre and post sales.
  • Create and maintain a lightweight knowledge base / product catalog.
  • Partner closely with AEs, CS, TIEs, and Product to surface recurring issues, improve enablement, and feed product learnings back into roadmap decisions.
Who You Are
  • 5+ years experience in technical Solutioning in a pre-sales environment.
  • Strong technical foundation (CS preferred; STEM/engineering/math/physics acceptable with clear technical depth)
  • Prior experience working with APIs (selling, implementing, supporting, or solutioning).
  • Demonstrated critical thinking: you consistently get behind the question and give answers that match the underlying need.
  • Comfortable operating in both pre-sales and post-sales contexts; you can shift between solution design and customer enablement.
  • High ownership and speed: you ramp quickly, contribute actively on calls, and produce durable assets (playbooks, guides, demos) that reduce future load.
  • Comfortable in a startup environment with ambiguous processes and evolving org structure.
Extra Awesome
  • Experience at API‑first fintech/infra companies (e.g., Plaid, Stripe) or similarly technical SaaS (observability/data platforms like Datadog).
  • Experience selling/solutioning into lenders, fintechs, or complex enterprise buyers.
  • Experience building technical champions within customer orgs and partnering deeply with engineering/product teams.
  • History of creating technical enablement content and reusable solution frameworks.

The annual US base salary range for this role is: $170,000 - $200,000.

Benefits available to full time employees
  • Medical, Dental, Vision; basic medical plans 100% covered
  • Flexible PTO
  • $30/day Lunch allowance when working from the office
  • 12 weeks parental leave
  • Commuter benefits; employer-sponsored
  • Phone/internet stipend
  • WFH stipend
  • Student loan repayment contribution
  • Lifestyle Spending stipend
  • Learning & Development stipend
  • Hybrid-office stocked with snacks
  • Quarterly team off-sites
In-office Policy

For most roles are Method, we expect a regular in-person presence at one of our hubs in NYC, Austin, SF or DC. We have embedded flexibility to work remotely for a week here and there, but the general expectation is a minimum 2-3 days/week in office on average. What does not work is full-time remote.

Accommodations

Method provides reasonable accommodations to applicants with disabilities. If you need assistance with your application due to a disability, please contact us at talent@methodfi.com to request an accommodation.

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