Solutions Consultant

CapIntel • New York City, NY

1d

About The Position

As Solutions Consultant, you will be a key player in CapIntel's presales motion, working closely with the Director of GTM Strategy & Solutions and Strategic Account Executives to win enterprise deals with leading financial institutions. You'll translate complex client requirements into compelling, tailored demonstrations and proposals that clearly communicate CapIntel's value.

Requirements

• 3–5 years of experience in Solutions Consulting, Sales Engineering, or a related presales role, ideally within a SaaS or fintech environment.
• Understanding of wealth management, financial advisory workflows, or institutional investment platforms is a strong asset.
• Strong presentation and communication skills — comfortable in front of both technical evaluators and C-suite executives at large enterprise wealth management firms.
• Hands-on ability to configure and deliver polished, scenario-based product demos.
• Familiarity with SaaS architectures, data integrations, and enterprise software evaluation processes.
• Collaborative mindset with the ability to manage multiple active opportunities simultaneously.
• Reports directly to the Director of GTM Strategy & Solutions.
• Willingness to travel up to 20–30% for client engagements and industry events.

Responsibilities

• Presales Execution
• Lead and support discovery sessions with prospects to uncover technical and business requirements.
• Deliver tailored product demonstrations to audiences ranging from technical evaluators to C-suite executives at large enterprise wealth management firms.
• Respond to RFPs and security questionnaires with high-quality, differentiated content.
• Configure and maintain demo environments that reflect real-world client scenarios.
• Solution Design & Advisory
• Work with prospects and Account Executives to design solution configurations that map CapIntel's platform to client needs.
• Serve as the technical and functional subject matter expert throughout the sales cycle.
• Identify integration requirements and work with Product and Engineering to validate feasibility.
• Cross-Functional Collaboration
• Partner with the Director of GTM Strategy to build and refine presales playbooks, demo scripts, and competitive response frameworks.
• Provide structured feedback from the field to inform product roadmap priorities.
• Support sales enablement initiatives, including contribution to bi-weekly GTM enablement sessions.
• Process & Quality
• Maintain accurate and up-to-date presales documentation, including discovery templates, demo guides, and proposal libraries.
• Help identify and flag risks in active pursuits to ensure deals progress efficiently.
• Continuously refine your approach based on win/loss learnings and market feedback.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees