Product Solutions Consultant - Optum Finance/Optum Bank- Remote
About The Position
The Product Solutions Consultant serves as the strategic bridge between Product Management, Sales, Marketing, Technology, Operations, Resellers and prospective clients. This role is responsible for translating market opportunities into scalable product solutions, supporting complex sales pursuits, influencing product direction, and enabling successful commercialization of Optum Bank and our healthcare provider solutions. The Product Solutions Consultant partners with sales teams on strategic opportunities, leads client and partner discovery workshops, develops tailored solution recommendations, manages RFP responses, delivers product demonstrations, captures non-standard customer requirements, and works closely with Product Management to influence roadmap priorities. Additionally, this role plays a key role in new product launches by coordinating go-to-market assets, sales enablement activities, and commercialization strategies. The ideal candidate combines business consulting, product expertise, pre-sales leadership, solution design, and market-facing communication skills to accelerate revenue growth while ensuring customer needs are aligned with scalable product capabilities. This position is a hybrid of Product Manager, Solutions Consultant, Sales Engineer, Product Marketing Partner, Customer Advocate, and Go-to-Market Lead, helping ensure Optum Financial's Commercial Payments organization brings the right products to market while effectively communicating their value and driving adoption.
Requirements
- 7+ years of experience in Solution Consulting, Solution Engineering, Sales Engineering, Product Management, Business Consulting, or other customer-facing advisory roles
- 5+ years supporting banking, fintech, payments, treasury management, financial services, or financial technology solutions
- 5+ years of experience delivering executive presentations, product demonstrations, and customer workshops while communicating complex financial and technology solutions to business, technical, and executive audiences
- 5+ years of experience assessing customer business, operational, and technical requirements, develop solution recommendations, and translate market and client needs into product opportunities
- Experience developing RFP responses and sales enablement content
- Demonstrated success partnering with sales organizations on complex client opportunities
- Demonstrated solid stakeholder management skills with the ability to build credibility and influence across clients, sales teams, product organizations, and executive leadership
- Demonstrated ability to create and communicate solution workflows, business requirements, process documentation, and value-driven recommendations
Nice To Haves
- Experience in banking, healthcare payments, commercial payments, treasury services, fintech,, or payment processing
- Experience supporting product launches and go-to-market initiatives
- Knowledge of ACH, Virtual Card, Check, RTP, Digital Wallets, Payment Integrity, and Payment Automation solutions
- Familiarity with APIs, EDI transactions, integration architectures, and modern payment platforms
- Proven ability to manage multiple projects, priorities, and stakeholders in a fast-paced environment while meeting deadlines
- Proven success building trusted relationships with customers, prospects, and cross-functional internal partners
Responsibilities
- Partner with Sales Executives to drive growth and revenue opportunities
- Lead client discovery sessions to understand business needs, payment workflows, and technical requirements
- Recommend solutions aligned to client objectives and Optum Financial capabilities
- Serve as a trusted advisor in client presentations, workshops, and executive discussions
- Support RFPs, RFIs, due diligence requests, and technical assessments
- Collaborate across Product, Engineering, Operations, Compliance, and Implementation to develop solution responses
- Maintain reusable sales content and ensure solution alignment with product capabilities and roadmap
- Deliver tailored product demonstrations for clients and stakeholders
- Translate complex payment solutions, integrations, and APIs into business value
- Develop workflow diagrams, requirements documentation, and solution narratives
- Gather and document customer business and technical requirements
- Identify market trends, customer needs, and product enhancement opportunities
- Serve as the voice of the customer and influence product roadmap priorities
- Partner with Sales, Marketing, Operations, and Product teams to support product launches and commercialization efforts
- Develop sales enablement materials, including playbooks, solution briefs, and competitive positioning content
- Support sales training, launch readiness, webinars, industry events, and customer-facing presentations
Benefits
- comprehensive benefits package
- incentive and recognition programs
- equity stock purchase
- 401k contribution
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
