Lead Solutions Consultant - US
About The Position
Perk (formerly TravelPerk) is seeking a foundational Lead Solutions Consultant for North America (NAM) to serve as the regional spend management subject matter expert. This role will lead the technical and commercial aspects of strategic pursuits and define the Solutions Consulting team's operating model as the company scales. The Lead Solutions Consultant will manage complex enterprise opportunities, collaborate with Sales and Product teams, and establish the discovery, demo, and solution design playbook. The ideal candidate is an expert in spend management, accounting, and financial processes, with deep knowledge of enterprise ERPs and the ability to lead architectural discussions with customer IT and finance. A proven track record of connecting product capabilities to C-level financial priorities to sell value is essential.
Requirements
- 8–12 years in Sales Engineering or Solutions Consulting for complex B2B SaaS, with at least 3 years in a senior, lead, or mentoring capacity.
- Deep, hands-on understanding of enterprise accounting processes, P2P / AP automation, T&E, corporate cards, financial controls, and shared service operations.
- Spend management, P2P, or Office of the CFO SaaS experience required.
- Demonstrated expertise across enterprise ERP landscapes (SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics, Workday) and integration patterns (REST/SOAP APIs, iPaaS/middleware, SFTP, event-driven architectures).
- Track record of not just executing deals but defining solution consulting methodologies, building enablement, and improving team performance at scale.
- Confident presenting value to CFOs, Controllers, and CIOs at Global 2000 and high-growth enterprises across North America.
- Genuine commercial mindset — you partner with AEs to drive deals, not just respond to them.
Nice To Haves
- Prior career as a finance practitioner (controller, FP&A, AP manager) before moving into pre-sales.
- CPA, CMA, or equivalent accounting credential.
- Experience scaling a Solutions Consulting function in a high-growth SaaS environment.
Responsibilities
- Lead solution strategy on Perk's most strategic and complex NAM pursuits, from discovery through technical close.
- Translate complex finance and operational requirements into scalable solution designs that align with accounting best practices, financial controls, and audit requirements.
- Develop reusable solution patterns and reference architectures the wider SC team can deploy across the region.
- Serve as the senior SC presence in NAM, raising the technical and commercial bar across the team.
- Lead onboarding, demo certification, and continuous coaching for the Solutions Consulting team.
- Build and maintain the NAM SC playbook — discovery frameworks, demo libraries, and competitive battlecards.
- Run regular whiteboarding and deal-coaching sessions to develop the team's solution selling skills.
- Act as the internal subject matter expert on complex customer setups, including multi-entity ERP environments, shared service center operations, and global rollouts.
- Lead architectural discussions with enterprise IT, integration, and security stakeholders - comfortable across cloud and on-premise ERP, APIs, middleware, SFTP, SSO, and data residency considerations.
- Partner with Product and Engineering as the voice of NAM customers, surfacing patterns, gaps, and roadmap input from the field.
Benefits
- Competitive compensation and equity ownership
- 20 vacation days
- 12 public holidays
- Three medical plans to choose from, with company contributions
- HSA when enrolling in an HDHP medical plan
- Comprehensive benefit plans covering dental, vision
- Wellhub’s gym subscription from your start date
- Life and disability policies from your start date
- Options to add extra protection through voluntary buy-up plans
- 401(k) plan with company matching contributions
- Partner discounts on pet insurance
- Unforgettable Perk events, including our spectacular annual summer party
- Spring Health: market-leading wellbeing partner, providing fast, comprehensive access to 12x therapy and 12x coaching sessions for you and your loved ones
- 12-16 weeks’ paid parental leave
- 16 paid hours per year to spend volunteering for your dearest charitable causes
- Up to 20 "Work from Anywhere" days per year
- Four-week, fully paid sabbatical once you reach 5 years
- Relocation support
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
