Solutions Consultant

📋 Description

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• Lead discovery sessions to uncover technical and business requirements.
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• Deliver tailored product demonstrations to evaluators and executives.
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• Respond to RFPs and security questionnaires with high-quality content.
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• Configure and maintain demo environments reflecting real-world client scenarios.
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• Work with prospects and Account Executives to map CapIntel's platform to client needs.
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• Serve as the technical and functional subject matter expert throughout the sales cycle.
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🎯 Requirements

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• 3–5 years in Solutions Consulting, Sales Engineering, or presales in SaaS/fintech.
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• Knowledge of wealth management, financial advisory workflows, or institutional platforms.
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• Excellent presentation and communication for technical evaluators to C-suite execs.
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• Hands-on ability to configure and deliver polished scenario-based product demos.
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• Familiarity with SaaS architectures, data integrations, and enterprise software evals.
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• Willingness to travel up to 20–30%.
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🎁 Benefits

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• Growth and development opportunities.
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• Collaborative, trust-based culture.
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• Comprehensive benefits supporting well-being.
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• Transparent career progression and team-focused environment.
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