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’s primary focus is Digital Banking Solutions, with secondary support for Fraud and Risk Solutions (CFRM). In partnership 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 consultant leads consultative discovery, software demonstrations, RFP and RFI responses, and solution storytelling throughout the sales process. The role calls for an understanding of how banks deliver commercial digital banking and treasury management services, as well as the ability to engage executives and business, operations, product, and technology stakeholders. The consultant translates complex requirements into clear solution narratives and acts as a trusted banking technology advisor.

The position also contributes customer and market insights to product strategy, collaborates on sales messaging and reusable materials, and supports readiness across Solutions Consulting and 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 customer strategy, needs, priorities, challenges, desired outcomes, and decision criteria.
• Apply consultative selling practices to uncover needs, challenge assumptions when 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 relevant internal teams and subject matter experts.
• Identify business risks, gaps, dependencies, and customer expectations early in the sales cycle.
• Plan, configure, and deliver demonstrations of Bottomline Banking Solutions, primarily focused on Digital Banking.
• Tailor demonstrations to financial institutions’ business models, commercial customer segments, treasury management priorities, and desired digital experiences.
• Deliver outcome-focused solution storytelling, executive presentations, capability overviews, workshops, and other customer-facing sessions, virtually and in person.
• Provide secondary demonstration and sales support for CFRM opportunities in partnership with the lead CFRM Solutions Consultant.
• Partner with Technical Solutions Consulting when opportunities require deeper architecture, integration, security, data, or technical validation.
• Engage leaders across Commercial Banking, Treasury Management, Digital Banking, Product, Operations, Fraud, Risk, and Technology.
• Translate customer goals and requirements into clear solution narratives and recommended approaches, communicating effectively to executive and practitioner audiences.
• Represent Bottomline as a Banking Solutions subject matter expert in customer and partner meetings, 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