Senior/Principal Solutions Consultant

WorkFusion is seeking an experienced and dynamic Senior/Principal Solutions Consultant to join our team. This role requires a professional with a strong background in consultative technology selling. The ideal candidate will be able to independently execute all aspects of the pre-sales role, quickly getting up to speed and contributing to the team's success.

General Functions of the Role

• Act as a Subject Matter Expert in both intelligent automation and the WorkFusion platform.
• Manage all technical aspects of the sales process, involving other WorkFusion experts as needed.
• Work across multiple accounts and collaborate with several Account Executives.
• Create, customize, and lead product demos and proofs of concepts that highlight the value of WorkFusion’s solutions.
• Engage with key internal and external stakeholders to ensure sales success.
• Contribute to RFIs, RFPs, questionnaires, and other customer requests.
• Lead discovery workshops to understand customer requirements, create solution design documents, and build a WorkFusion Business Case to address these needs.
• Stay informed on industry trends and current events that impact our customers and prospects.
• Maintain a deep technical knowledge of WorkFusion’s platform and packaged use cases.

Key Responsibilities:

• Spearhead initiatives that drive growth and establish WorkFusion as a leader in the AI industry by executing the end-to-end pre-sales lifecycle for strategic accounts, acting as a trusted advisor and product expert, and delivering exceptional product demonstrations, leading proof of value engagements, orchestrating RFx/Infosec/TPRM responses, designing comprehensive solutions, and delivering results to operational leaders and executives.
• Foster strong relationships as the solutions lead for strategic partnerships, defining and influencing go-to-market solutions strategies in collaboration with partner teams, and ensuring effective education of partner sales and solutions teams.
• Partner with the marketing team as the solutions lead for industry events, analyst briefings, and webinars; provide direct solutions-related feedback for new and updated marketing materials.
• Collaborate with the product team and solution engineering to design new product demonstrations that solve industry problems, meet expectations, and align with our delivery approach and value proposition.
• Proactively identify and share findings and results from the field with internal teams to support improvements in the sales and solutions lifecycle.
• Mentor the solutions consulting team by sharing knowledge gained from the field, product updates, and marketing events.
• Provide pre-sales support across all stages of the sales cycle, from qualification to close and expansion.
• Develop and maintain an unparalleled understanding of WorkFusion's platform and product offerings by collaborating with industry consultants, product owners, and engineering teams.

Qualifications:

• Strong understanding of automation, digital transformation, process improvement, machine learning, RPA, and/or similar software segments.
• Excellent oral, written, presentation, storytelling, interpersonal communication, and relationship skills.
• 5+ years of progressive experience in or supporting sales organizations (pre-sales, account management, product management).
• Experience with a variety of technology solutions, particularly in intelligent automation and banking operational systems.
• Prior experience in B2B pre-sales, with a focus on selling to banking and financial service companies.
• Proven time management skills in a dynamic team environment, preferably in sales or consulting.
• Demonstrates initiative, self-motivation, and high-quality results while meeting expectations.
• Inquisitive, practical, and passionate about technology and sharing knowledge.

Although WorkFusion continues to innovate and leverage technology and automation tools to streamline areas of our recruitment process, we pride ourselves on building trust and rapport with our candidates because we believe that element is essential for a successful recruitment practice.

Therefore, our recruitment process will always include humans. This personalized approach helps to create a positive candidate experience.

Remember, your safety and security should always be a top priority during your job search. Stay alert, informed, and cautious to avoid falling victim to recruiting scams. Trustworthy opportunities exist, but it is crucial to remain vigilant in the face of potential threats. Please do not hesitate to contact us at the following email if you think that a communication or career opportunity that you have received from WorkFusion may not be legitimate legal@workfusion.com.

The compensation range for this position is $175k - $250k.