Senior Solutions Consultant

WorkFusion • New York, NY

2d • $140,000 - $170,000 • Remote

About The Position

WorkFusion builds AI agents that take on the heavy lifting of financial crime operations so banks and financial institutions can move faster, stay compliant, and scale without adding headcount. As a Senior Solutions Consultant, you turn product capability into buying decisions. You partner directly with Account Executives as a co-owner of deal outcomes. You'll run discovery workshops, design solutions, build and deliver product demonstrations, lead proof-of-value engagements, and own content creation. You'll work across multiple strategic accounts and multiple AEs. The scope is broad because the expectation is high: you move without being asked, figure things out quickly, and connect technical depth to commercial outcomes. This role also sits at the intersection of Sales and Product. You'll surface field intelligence, influence the roadmap, and help shape how WorkFusion goes to market including co-creating demos, contributing to webinars and analyst briefings, and helping build partner enablement programs. This role has real range and real influence for someone who wants both.

Requirements

• Bachelor’s Degree in Computer Science or Engineering preferred.
• 5+ years in a pre-sales, consulting, or technical account management role ideally in B2B SaaS
• Demonstrated fluency with LLMs as working tools
• Practical understanding of intelligent automation, RPA, machine learning, or adjacent technologies, including the ability to clearly articulate technical architecture
• Excellent communicator across formats (i.e., discovery conversations, executive presentations, written proposals, and live demos) with the ability to adjust depth and register by audience
• Proactive by default. You identify what needs to happen and move without waiting for direction.
• Track record of working effectively across Sales, Product, and Engineering without needing a formal process to hold it together

Nice To Haves

• Strong plus: experience selling to or supporting banking and financial services institutions, with familiarity in compliance, screening, KYC or AML workflows

Responsibilities

• Own the solution side of the sales process across the full cycle, from qualification through close and expansion
• Build and deliver tailored demos and proof-of-concept engagements that make the value concrete
• Lead discovery workshops to surface real requirements; translate them into solution designs and WorkFusion business cases
• Operate across multiple AEs and strategic accounts without losing depth or precision
• Collaborate with Product and Engineering to design new demos that solve real industry problems and align with our delivery approach
• Bring field insight back into the organization proactively and consistently
• Mentor other members of the solutions consulting team; share what you've learned from the field, from product updates, from what worked and what didn't
• Partner with Marketing on industry events, analyst briefings, and webinars; serve as the voice of the customer on solutions-related materials
• Define and influence go-to-market strategy for strategic partnerships; educate partner sales and solutions teams so they can carry the message independently
• Stay current on industry trends, regulatory shifts, and competitive dynamics and apply that context directly in deals
• Maintain deep platform knowledge through direct collaboration with product owners, engineering, and industry consultants

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life and AD&D Insurance
• Short-Term and Long-Term Disability
• Unlimited Paid Time Off
• 401k with a generous company match. of 100% of the first 4%

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees