Solution Consultant (Pre-Sales) - New York City
About The Position
Levelpath is hiring a hands-on, customer-facing Solution Consultant to lead enterprise customer evaluations. The role partners with go-to-market teams on discovery, tailored demonstrations, workshops, and proofs of concept, guiding evaluations from initial conversation through customer decision. It combines technical knowledge, process design, storytelling, and execution to help enterprise customers understand how Levelpath can support their needs. The consultant conducts discovery, develops tailored solution strategies, delivers custom demonstrations and workshops, and configures the platform for customer requirements. The position is full-time and based out of Levelpath’s San Francisco headquarters, Chicago office, or New York City office.
Requirements
- At least 4 years focused on pre-sales solution consulting with B2B SaaS applications.
- Hands-on experience configuring complex enterprise SaaS workflows.
- Experience delivering tailored demonstrations and leading structured customer evaluations, including enterprise proofs of concept and pilots.
- A proven track record partnering with go-to-market teams in large enterprise and multi-stakeholder environments.
- Demonstrated project and stakeholder management experience.
- Strong discovery, storytelling, and communication skills, including the ability to simplify complex topics for varied audiences.
- A consultative, proactive mindset focused on customer outcomes and continuous improvement.
- Comfort working cross-functionally and flexibly in a high-growth, fast-paced setting.
Nice To Haves
- Experience in procurement, with familiarity in sourcing, vendor management, or procurement operations.
- Experience at an early-stage startup.
Responsibilities
- Guide enterprise solution evaluations in partnership with go-to-market teams, understanding customer needs and demonstrating business value to build alignment and deal momentum.
- Conduct stakeholder discovery to understand customer goals, pain points, and success criteria.
- Design and deliver tailored demonstrations and walkthroughs that map business processes to Levelpath capabilities.
- Own enterprise proofs of concept and pilots from kickoff through evaluation completion, including success criteria, workflow configuration, stakeholder coordination, and results readouts.
- Document requirements, success criteria, solution scope, and customer commitments for handoff to the implementation team.
- Partner with Product, Engineering, and internal specialists on architecture, integrations, data flows, security, and complex technical questions.
- Deliver sessions to Procurement, Finance, Legal, and IT audiences.
- Act as an extension of the customer’s team by managing expectations and aligning stakeholders.
- Lead the solution and functional portions of RFPs and RFIs, coordinating specialist responses on security, architecture, and integrations.
- Represent the customer’s voice internally, provide feedback to influence the product roadmap, and help improve the product.
- Help scale repeatable processes, assets, and documentation.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
