Solutions Consultant

Suralink • Remote - SLC Area Preferred, UT

3d • Remote

About The Position

Suralink is seeking a Solutions Consultant to join their team. This role will focus on upleveling how the company solves problems for leading firms through its Go-To-Market (GTM) motion. Reporting to the CRO and partnering closely with sales leadership, product, and product marketing, the Solutions Consultant will act as the practitioner voice in the sales cycle. The ideal candidate will be a former CPA or auditor who has direct experience with the company's target customers and can help them envision a better way of working. Responsibilities include designing and leading high-impact demos and pilots, building foundational demo and workshop playbooks, and driving strong win rates on new products and strategic expansions. The company is looking for a workflow-obsessed, commercially minded individual who blends deep audit/accounting experience with proven demo skills and a strong bias toward ownership and action. Suralink is a fast-growing, remote-first SaaS company focused on AI-driven accounting technology.

Requirements

• CPA or equivalent audit/accounting background with approximately 3–7 years in public accounting, including hands-on experience with: Audit procedures, methodology, documentation, and review; Financial statement tie-outs and supporting workpapers; Testing, sampling, and evidence management.
• 2–5 years as a Solutions Consultant in B2B SaaS, ideally within accounting, audit, finance, or close-management technology, in a high-growth environment selling into firms or corporate finance/audit teams.
• Demonstrated success supporting enterprise or strategic deals, including multi-stakeholder sales cycles (Partners, Audit/IA leaders, IT, Security, Operations).
• Experience participating in or leading an Emerging Technology / Innovation / Digital Transformation committee or similar body responsible for evaluating and piloting new tools.
• Proven ability to collaborate cross-functionally with Sales, Product, and Customer Success to shape demos, pilots, and customer rollouts.

Nice To Haves

• Experience at companies such as (or similar to): DataSnipper, Trullion, Caseware, AuditBoard, FloQast, or BlackLine.
• Prior focus on enterprise or strategic accounts with upsell/cross-sell responsibility across multiple modules or product lines.
• Familiarity with AI-powered tools for audit analytics, testing, or documentation support.
• Experience designing and rolling out sales enablement programs for AEs and CSMs (demo certifications, discovery frameworks, objection handling, etc.).
• Comfort speaking at customer webinars, training sessions, or industry events as a subject-matter expert in audit, tax, or accounting technology.

Responsibilities

• Partner with AEs to design and deliver compelling demos and pilots for enterprise and strategic firms, with a focus on new products and AI-enabled audit workflows.
• Serve as a subject matter expert in workshops and demos, where practitioner experience helps uncover pain points and position solutions.
• Redesign and standardize demo flows across Suralink's product suite, tailored by persona (Partners, Managers, Directors, IT/innovation) and segment.
• Maintain high-fidelity demo environments that mirror real financial statement tie-outs, audit testing, tax procedures, and AI-assisted workflows.
• Train AEs and CSMs to confidently run core demos end-to-end.
• Design structured pilots/POCs with clear entry criteria, timelines, and success metrics tied to real firm workflows.
• Translate the specific success criteria and nuance of firm methodology and business process into guidance on how to use the product.
• Drive 60%+ win rates on pilots where engaged, ensuring they function as decision engines.
• Capture and synthesize market feedback, recurring use cases, and friction points from demos and pilots into clear insights that inform the roadmap.
• Translate real audit, tax, and advisory workflows into messaging, enablement, and content.
• Serve as a key thought partner in value engineering initiatives that tie the product directly to the impact on customers.

Benefits

• Medical/vision/dental insurance
• Flexible PTO policy
• Ten paid holidays
• Parental leave
• Professional development allowance
• Community involvement

What This Job Offers

• Job Type: Full-time
• Career Level: Senior