Senior Solution Consultant, Post-sales

Socure Socure · Vertical AI · New York, NY · Commercial

This role supports the onboarding and early success of clients using Socure's identity verification and fraud prevention platform. It involves guiding implementation, providing technical assistance, and ensuring a smooth customer experience. The role focuses on maximizing customer value, driving Net Dollar Retention, and demonstrating the ROI of Socure's solutions. Responsibilities include fostering relationships, analyzing customer feedback, owning the QBR process, leading upsell/cross-sell POCs, ensuring adoption of next-gen models, and handling customer inquiries by collaborating with Data Science and Product teams.

What you'd actually do

  1. Foster relationships with key stakeholders, from champions to executive sponsors and economic buyers. Serve as the intellectual peer of subject matter experts in our most strategic accounts, ensuring meaningful, advisory-level engagement.
  2. Collect and analyze customer feedback data to establish a shared understanding of solution performance and value. Work cross-functionally with Product & Engineering to ensure feedback mechanisms are robust and aligned with the next-gen innovations we’re delivering.
  3. Own the QBR process to reinforce value, align on strategic priorities, and surface innovation opportunities.
  4. Own the upsell and cross-sell POCs to demonstrate the value of additional solutions within existing accounts. Lead both the strategic narrative and quantitative analysis during POCs, showcasing how new solutions address customer pain points, deliver measurable lift, and integrate seamlessly with their current workflows.
  5. Ensure the adoption of next-gen models, including key features, incremental lifts, and real-world performance deltas. Translate new qualitative innovations into quantitative lift, and use that lift to ensure prioritization.
  6. Handle customer questions about specific scoring decisions, fraud trends, or optimization opportunities. Collaborate with Data Science and Product as needed to provide clear, actionable insights.

Skills

Required

  • 6+ years of professional work experience with 3+ years of experience working in professional services, customer management, or in a sales engineering capacity
  • Understanding of various fraud typologies and mechanics behind third party fraud, first party fraud, account takeover, social engineering and identity theft
  • Understanding of money movement, payments and banking services
  • Demonstrated experience leading enterprise-level engagements dealing with analytics, technology, and/or enterprise software
  • Demonstrated ability to negotiate resources and priorities with multiple internal and customer stakeholders in order to drive business results
  • Deep understanding of a variety SaaS sales methodologies or processes (MEDDICC, Challenger)
  • Ability to synthesize complex statistical observations into clear results and concrete recommendations (both verbally and in writing), with absolutely flawless communication skills and the ability to flex between concise and detail-oriented as the situation demands
  • Prior experience conducting credit/fraud risk management analysis, threshold optimization, and swap sets
  • Prior experience working with document image capture or other OCR or CV tools
  • Prior domain expertise with FCRA, ECOA, GLBA, PATRIOT Act, BSA, and other banking regulations
  • Strong technical depth (ex. ML/DS technologies, SDLCs, RESTful APIs, RDBMS, etc.)

Nice to have

  • Bachelor's Degree in business administration, engineering, math, economics, statistics, computer science or other relevant field preferred or equivalent experience

What the JD emphasized

  • Extreme Ownership
  • Net Dollar Retention
  • next-gen models
  • measurable value
  • indispensable partner
  • next-gen innovations
  • quantitative lift
  • prioritization
  • scoring decisions
  • fraud trends
  • optimization opportunities
  • Data Science
  • Product