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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading and developing teams within a customer-facing technical environment, with a strong focus on financial operations and SaaS solutions. Proven ability to implement scalable processes and coach teams on effective sales strategies and technical communication.
Highest-signal resume keywords
Solutions Consulting ExperiencePeople ManagementFinancial Operations KnowledgeCoaching on Solution FitAI-Assisted Workflows
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Solutions ConsultingSales EngineeringSolutions ArchitectureFinancial OperationsDemo ExecutionConsultative SellingData AnalysisPipeline ManagementERP SystemsAccounting Workflows
Soft Skills
LeadershipCommunicationOrganizational SkillsChange ManagementCoaching
Tools & Technologies
ERP PlatformsHRIS SystemsAccounting PlatformsAI WorkflowsBusiness Systems Integrations
Industry Keywords
SaaSFintechSpend ManagementAccounting AutomationPayments
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead, coach, and develop a team of Mid-Market Solutions Consultants
- Establish operating cadence for pipeline reviews, staffing, deal strategy, call coaching, performance management, and cross-functional planning
- Partner with Mid-Market Sales leadership to improve qualification, deploy Solutions capacity, and build repeatable account and deal strategies
- Coach the team on discovery, tailored demos, solution fit, and value-based selling
- Personally support high-priority or complex opportunities, escalations, and customer-facing moments
- Build scalable playbooks, demo standards, discovery frameworks, enablement assets, and knowledge-sharing practices
- Partner with Product, Product Marketing, Customer Success, Account Management, and Technical Consulting to translate customer needs into feedback, handoffs, and improved outcomes
- Define and inspect team health metrics including coverage, conversion, cycle efficiency, demo quality, solution fit, customer outcomes, and talent development
- Foster an inclusive, high-accountability culture
- Identify practical AI applications for preparation, documentation, deal research, demo readiness, and customer-facing work
Requirements
What you’ll need- 6+ years of experience in Solutions Consulting, Sales Engineering, Solutions Architecture, Professional Services, or a related customer-facing technical role
- 2+ years of people management or demonstrated player-coach leadership
- Proven success leading or mentoring teams in a high-volume SaaS, fintech, or other customer-facing commercial environment
- Strong understanding of financial operations, accounting workflows, and the needs of finance and operations stakeholders
- Working knowledge of business systems and integrations, including ERP, HRIS, identity, or accounting platforms
- Demonstrated ability to coach others on discovery, solution fit, demo execution, commercial judgment, technical communication, and consultative selling
- Strong operating judgment and ability to prioritize team capacity, inspect pipeline health, use data to improve execution, and make clear trade-offs
- Proven ability to partner effectively with Sales and post-sales leaders while protecting customer trust and delivery readiness
- Track record of building repeatable team processes, assets, and rituals
- Excellent communication, organizational, and change-management skills
- Experience in fintech, spend management, accounting automation, payments, or adjacent financial software is nice to have
- Familiarity with ERP, HRIS, identity, or accounting platforms is nice to have
- Experience using AI-assisted workflows is nice to have
- At least 3+ years of experience with ERPs
Benefits
Comp & perks- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
- 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
- One Medical annual membership
- 401(k), including employer match on contributions made while employed by Ramp
- Fertility HRA (up to $10,000 per year)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
- Pet insurance
- In-office perks: lunch, snacks, drinks, and more
- Relocation expense coverage to NYC or SF (if needed)
- Offers Equity
- 75/25 Split
