Solutions Consultant

Coverbase Inc.; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Coverbase is building its founding GTM team and is hiring the first Solutions Consultant to help prospective customers evaluate Coverbase and turn successful proofs of concept into closed deals.

You will report directly to the CEO and partner closely with Account Executives to connect customer needs with product capabilities and business outcomes. You’ll own the POC experience from planning and demos to success metrics and final readouts.

Responsibilities

• Own POCs from kickoff through final readout. Define scope, success criteria, timelines, and responsibilities with customers and AEs, then manage execution.
• Be the face of Coverbase during the POC process. Lead customer meetings, manage stakeholder relationships, and keep everyone aligned on progress, commitments, and next steps.
• Partner with AEs to tailor and lead product demonstrations. Connect Coverbase's capabilities to each customer's risk workflows, pain points, and business objectives.
• Become the product expert. Ramp quickly on the platform and the TPRM landscape, stay ahead as the product evolves, and be the go-to authority for our GTM team on how to position Coverbase against each client's problems.
• Manage product requests and configurations with engineering. Translate customer needs into clear requirements, coordinate delivery, and balance priorities across customers, AEs, and engineering.
• Own POC metrics and presentation decks. Measure results against agreed success criteria and communicate the value of Coverbase through clear, compelling readouts and business cases.
• Help AEs close deals. Anticipate blockers, resolve outstanding questions, support security reviews, RFPs, and technical due diligence, and provide the product expertise, materials, and follow-through needed to move opportunities forward.
• Bridge pre-sales to implementation. Hand off customer goals, use cases, requirements, and success criteria to our implementation team and partners so delivery matches what was sold, and help identify expansion opportunities.
• Build a repeatable solutions process. Develop POC templates, demo flows, and reporting assets, and bring structured customer feedback to the product and engineering teams.

Job description

About Coverbase

The foundation of the modern global economy is built on a dense network of counterparty trust and risk. In the past 50 years, companies have evolved from relying on a couple of wholesalers and vendors, to utilizing 100+ SaaS vendors, contract partners, and cloud providers. Since each counterparty has their own idiosyncratic internal processes and risk profiles, businesses end up spending millions of dollars and countless man-hours conducting due diligence.

Coverbase's mission is to streamline this business-to-business assessment, reducing human toil, and allowing organizations to work together safely and reliably. We employ modern AI techniques to organize vast amounts of unstructured data and compare them against policies to identify key risks to the business.

We serve customers across Fortune 500 companies in insurance, higher education, and finance - including five of the top 25 banks in the US.

Our proven leadership team brings deep experience:Clarence (CEO): Co-founder & former CTO of Unit21, a Series C fraud detection company that has raised ~$92M.Kao (CTO): Previously led the Stripe engineering team that launched Banking-as-a-Service.

We've raised $20M from world-class investors and our team of 20 have built important products at Google, Mapbox and Waymo.

Role Expectations

We're expanding our founding GTM team and hiring our first Solutions Consultant to help prospective customers evaluate Coverbase and turn successful proofs of concept into closed deals. You'll report directly to our CEO .

You'll partner closely with Account Executives to connect complex customer needs to clear product capabilities and business outcomes. You'll own the POC experience , from project planning and stakeholder management to product demos, success metrics, and final presentation decks.

To do that, you'll become the product expert in the room . In a short amount of time, you'll understand Coverbase and the TPRM space more deeply than any of our reps can. You'll think through how best to present the product to meet each client's problems, brainstorm with them, and strategically position Coverbase to solve those problems.

This is a founding role . You'll help define how Coverbase runs evaluations and build the processes and assets that make them repeatable. You'll also work closely with engineering to coordinate product requests and configurations, balancing customer needs, AE priorities, and technical capacity. Naturally, you'll be a central tentpole in our product and go-to-market conversations, which opens up significant growth opportunities as you develop this function.

There's flexibility in how this role takes shape . Depending on your strengths, it can lean more toward project management , running evaluations end to end with rigor and structure, or more toward product expertise , being the deepest product and domain mind in every customer conversation.

We're looking for someone meticulous, conscientious, and process-driven who brings structure to complex evaluations, follows through on commitments, and keeps everyone moving toward a buying decision.

Responsibilities

Own POCs from kickoff through final readout. Define scope, success criteria, timelines, and responsibilities with customers and AEs, then manage execution.

Be the face of Coverbase during the POC process. Lead customer meetings, manage stakeholder relationships, and keep everyone aligned on progress, commitments, and next steps.

Partner with AEs to tailor and lead product demonstrations. Connect Coverbase's capabilities to each customer's risk workflows, pain points, and business objectives.

Become the product expert. Ramp quickly on the platform and the TPRM landscape, stay ahead as the product evolves, and be the go-to authority for our GTM team on how to position Coverbase against each client's problems.

Manage product requests and configurations with engineering. Translate customer needs into clear requirements, coordinate delivery, and balance priorities across customers, AEs, and engineering.

Own POC metrics and presentation decks. Measure results against agreed success criteria and communicate the value of Coverbase through clear, compelling readouts and business cases.

Help AEs close deals. Anticipate blockers, resolve outstanding questions, support security reviews, RFPs, and technical due diligence, and provide the product expertise, materials, and follow-through needed to move opportunities forward.

Bridge pre-sales to implementation. Hand off customer goals, use cases, requirements, and success criteria to our implementation team and partners so delivery matches what was sold, and help identify expansion opportunities.

Build a repeatable solutions process. Develop POC templates, demo flows, and reporting assets, and bring structured customer feedback to the product and engineering teams.

Represent Coverbase at confe