Team Lead Solutions Consultant, Financial Services
About The Position
The Team Lead, Solutions Consulting role is a hands-on player-coach, which includes being the primary Solution Consultant in opportunities, managing and hiring Solutions Consultants, and building out Braze’s financial services vertical in the Americas division. This role is an opportunity to expand on people management and leadership skills while partnering with Braze’s sales, marketing, security, and product teams. The role will draw upon experience in Pre-sales Engineering, Technical Account Management, or Customer Success, and hone people-management skills, all while demonstrating and practicing a high level of curiosity about all things tech. The individual will serve as a mentor to Solutions Consultants on their team. This role requires travel of up to 50% at peak times and is based in our NYC office.
Requirements
- People management experience, or a demonstrated track record of leading teams, mentoring ICs, and driving outcomes through others.
- Exceptional written and verbal communicator with strong executive presence and follow-through.
- Strategic problem solver who can break down ambiguous, cross-functional challenges into clear options, tradeoffs, and next steps.
- Comfortable operating autonomously and proactively; ability to spot gaps and build what is needed.
- Experience selling into enterprise accounts with sophisticated technical buying teams and rigorous evaluation processes, ideally in regulated industries.
- Domain knowledge in two or more of the following: AI, SaaS, Mobile, APIs, Marketing Automation, Marketing Analytics, Data and Architecture, Security and Compliance, or Programming (including HTML).
- Known as a collaborative teammate and a force multiplier who raises the bar for those around you.
Responsibilities
- Manage 2 Solutions Consultants to start, with the team growing as the FinServ business grows.
- Coach ICs through deal involvement, direct feedback, and regular career conversations.
- Set the bar for technical, strategic, and customer-facing performance.
- Serve as the escalation point for complicated deals.
- Work with Sales and SC leadership on hiring and capacity planning as the business scales.
- Be directly involved in opportunities as a player-coach.
- Run pre-sales end-to-end on major accounts: discovery, solution design, demos, POVs, security reviews, exec presentations.
- Build credibility across the full FinServ buying team — Architecture, Engineering, Security, Compliance, Marketing Ops, and the C-suite.
- Position BrazeAI and advanced capabilities with buyers who have real technical depth and regulatory complexity.
- Pull in Product, Security, Professional Services, and partners when needed to close deals.
- Create sales plays, discovery frameworks, and competitive positioning for FinServ.
- Build reusable assets for the team: reference architectures, demo environments, security & compliance positioning, objection-handling guides, and talk tracks for banking, payments, insurance, and wealth management.
- Work directly with Sales, Marketing, and Product to define growth strategies in the FinServ segment.
- Publish thought leadership (white papers, presentations, blog posts) to establish Braze credibility in the industry.
Benefits
- Competitive compensation that may include equity
- Equity grants of restricted stock (RSUs)
- Retirement and Employee Stock Purchase Plans
- Flexible paid time off
- Comprehensive benefit plans covering medical, dental, vision, life, and disability
- Fertility benefits
- Equal paid parental leave
- Professional development supported by formal career pathing, learning platforms, and a yearly learning stipend
- A curated in-office employee experience, designed to foster community, team connections, and innovation
- Opportunities to give back to your community, including an annual company-wide Volunteer Week and donation matching
- Employee Resource Groups that provide supportive communities within Braze
- Collaborative, transparent, and fun culture recognized as a Great Place to Work®
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
