Forecast

Solutions Engineer

• Evangelize the Accelo product through sales demonstrations, presentations, and technical calls
• Collaborate with Account Executives to understand prospect business challenges and demonstrate solutions
• Educate prospects on the cost of inaction and Accelo’s business value
• Identify functionality gaps, design solutions, and explain how Accelo supports business growth
• Configure proofs of concept using prospect data and information gathered during sales
• Drive deals toward close through pre-sales support and product ownership with Account Executives
• Share best practices with potential clients and adapt to different business processes
• Synthesize customer learnings, identify patterns, and relay feedback to the organization, especially Product
• Enhance team product expertise through product knowledge sessions, training, and enablement
• Lead RFI/RFP responses from product, solution, and technical perspectives
• Identify Account Executive training opportunities and conduct training sessions as requested
• Perform other duties assigned by leadership

Solutions Consultant

Manager

• Serve as a primary implementation lead, managing multiple client projects concurrently
• Conduct customized expert services sessions for current clients refining and optimizing their deployments
• Partner with Sales, Customer Success, and Product teams to support transition from sales to onboarding
• Understand client business processes and translate them into tailored Accelo configurations
• Develop and execute implementation plans, managing timelines, milestones, and deliverables
• Lead educational training sessions for client teams
• Provide consultative support to optimize workflows and maximize Accelo’s value
• Configure Accelo deployments, including integration setup, data migration, and account settings
• Provide strategic guidance on business process automation
• Relay customer feedback and trends to Product and Engineering teams
• Stay current with Accelo features and integrations

Solutions Consultant

Professional Services Manager