Solution Consultant (Pre-Sales) - San Francisco
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 proof-of-concepts, guiding customers from initial conversations through decisions. It combines technical fluency, process design, storytelling, and execution to help enterprise customers understand how Levelpath can support their needs. The Solution Consultant conducts discovery, develops tailored solution strategies, delivers custom demos and workshops, and configures the platform for customer needs. The role works with customer stakeholders and internal teams to manage evaluations, address technical questions, and ensure smooth handoffs to implementation. This is a full-time position 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 POCs and pilots.
- A proven track record of partnering with GTM 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 with a bias toward 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 GTM, understanding customer needs and demonstrating business value to build alignment and deal momentum.
- Conduct discovery with stakeholders to understand customer goals, pain points, and success criteria.
- Design and deliver tailored demos and walkthroughs that map business processes to Levelpath capabilities.
- Own enterprise POCs 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 audiences including Procurement, Finance, Legal, and IT.
- Act as an extension of the customer’s team, managing expectations and aligning stakeholders.
- Lead solution and functional portions of RFPs and RFIs, coordinating specialist answers on security, architecture, and integrations.
- Represent the voice of the customer internally by delivering feedback to influence the roadmap and 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
