Senior Solutions Consultant- Banking

Bottomline • Portsmouth, NH

6d

About The Position

The Senior Solutions Consultant is a business-focused pre-sales professional supporting sales opportunities across Bottomline’s Banking Solutions portfolio. The role has primary responsibility for Digital Banking Solutions and secondary support for Fraud and Risk Solutions (CFRM). Working closely with Sales Executives, Account Managers, Product Management, Product Marketing, Technical Solutions Consulting, and Implementation, the consultant helps financial institutions identify needs, evaluate solutions, and connect Bottomline’s capabilities to business outcomes.

The role leads consultative discovery, software demonstrations, RFP and RFI responses, and solution storytelling throughout the sales process. The successful candidate understands how banks deliver commercial digital banking and treasury management services to business customers, can engage stakeholders from executives to technology teams, and can translate complex requirements into clear solution narratives. This person guides customers through complex buying decisions and serves as a trusted banking technology advisor.

The position also contributes market and customer insights to product strategy, collaborates on messaging and sales assets, and supports readiness and knowledge sharing across the sales organization. Travel may be required for customer meetings, demonstrations, workshops, and industry events.

Requirements

• At least 5 years of relevant experience in Solutions Consulting, Pre-Sales Consulting, Product Management, Product Marketing, Treasury Management, Commercial Banking, or a comparable customer-facing role.
• Experience working with or selling to financial institutions through a banking technology provider, fintech, enterprise software company, or financial institution.
• Ability to learn complex software and translate product capabilities into credible, engaging customer demonstrations.
• Strong understanding of consultative selling and the ability to connect customer needs to business outcomes and solution value.
• Excellent written and verbal communication skills, including executive presentations, discovery facilitation, and persuasive business writing.
• Strong customer presence, business judgment, curiosity, and ability to manage multiple priorities in a fast-moving sales environment.
• Ability to travel as needed for customer meetings, demonstrations, workshops, and industry events.

Nice To Haves

• Experience with commercial digital banking, treasury management, cash management, or related banking technology.
• Previous Solutions Consulting, Product Management, or Product Marketing experience.
• Experience supporting complex enterprise software sales and formal RFP/RFI processes.
• Familiarity with payment fraud prevention, risk management, or CFRM solutions.
• Knowledge of the commercial banking technology ecosystem and the needs of bank buyers, treasury management teams, and the business customers they serve.

Responsibilities

• Serve as a primary business and solution resource throughout financial institutions’ evaluation and buying processes.
• Partner with Sales Executives and Account Managers on discovery to understand institutional strategy, commercial customer needs, priorities, challenges, desired outcomes, and decision criteria.
• Apply consultative selling practices to uncover needs, challenge assumptions where appropriate, and connect Bottomline solutions to measurable business value.
• Help develop opportunity strategy, value messaging, competitive positioning, and customer-specific presentation plans.
• Lead end-to-end RFP and RFI responses, coordinating with Sales, Product, Technical Solutions Consulting, Security, Legal, Implementation, and other subject matter experts.
• Identify business risks, gaps, dependencies, and customer expectations early in the sales cycle.
• Plan, configure, and deliver compelling demonstrations of Banking Solutions, primarily Digital Banking, tailored to each institution’s business model, commercial customer segments, treasury priorities, and desired digital experience.
• Use outcome-focused storytelling to demonstrate how Bottomline can help banks improve customer experience, support growth, increase operational effectiveness, and address fraud and risk.
• Provide secondary demonstration and sales support for CFRM opportunities in partnership with the lead CFRM Solutions Consultant.
• Deliver executive presentations, capability overviews, workshops, and other customer-facing sessions virtually and in person.
• Partner with Technical Solutions Consulting when deeper architecture, integration, security, data, or technical validation is needed.
• Maintain working knowledge of commercial banking models and customer needs; digital banking, cash management, treasury management, core commercial banking capabilities, payment fraud and risk concepts, market trends, and Bottomline’s Banking Solutions portfolio.
• Engage leaders across Commercial Banking, Treasury Management, Digital Banking, Product, Operations, Fraud, Risk, and Technology, translating their goals and requirements into solution narratives and recommended approaches.
• Communicate complex business and product concepts to executive and practitioner audiences, and represent Bottomline in customer meetings, partner conversations, industry events, webinars, and other external forums.
• Develop persuasive written content, including solution narratives, requirements responses, follow-up summaries, and presentations.
• Bring customer, prospect, partner, competitive, and market insights to Product Management to inform product strategy and priorities.
• Collaborate with Product Marketing and Sales Enablement on messaging, demonstrations, use cases, and reusable sales assets.
• Partner with Technical Solutions Consulting, Engineering, and Implementation to validate feasibility and ensure customer commitments are accurate and deliverable.
• Contribute to demonstration environments, scripts, storyboards, discovery guides, and solution playbooks.
• Support knowledge sharing and ongoing readiness across Solutions Consulting and the broader sales organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed