Solutions Consultant

Brex Brex · Fintech · New York, NY +3 · Sales

Solutions Consultant at Brex, an intelligent finance platform company. This role focuses on understanding customer needs, aligning Brex's solutions (which utilize AI-native automation) to business outcomes, and driving the sales process. It involves conducting discovery, delivering tailored product demonstrations, translating technical capabilities into business value, and collaborating with internal teams. The role is customer-facing and requires strong communication and problem-solving skills within the fintech domain.

What you'd actually do

  1. Conduct structured discovery to understand customer workflows, pain points, and decision criteria
  2. Identify key value drivers and align solutions to measurable business outcomes
  3. Own the solution narrative: Design and deliver tailored product demonstrations that connect directly to customer needs
  4. Translate complex technical capabilities into clear, compelling business value
  5. Drive deal strategy with Sales, including partnering with Account Executives to develop deal strategy and influence customer decisions

Skills

Required

  • 3 - 4+ years of experience in Solutions Consulting, Sales Engineering, or similar customer-facing roles in SaaS
  • Strong discovery skills with the ability to diagnose business problems, not just respond to requirements
  • Ability to communicate complex concepts clearly to both technical and non-technical audiences
  • Experience presenting to senior stakeholders, including executive-level audiences
  • Strong collaboration skills and ability to partner effectively with Sales and cross-functional teams
  • Comfort with ambiguity and ability to create structure in evolving environments
  • Curiosity and a desire to continuously learn, improve, and refine your approach

What the JD emphasized

  • structured discovery
  • customer workflows
  • pain points
  • decision criteria
  • value drivers
  • business outcomes
  • solution narrative
  • product demonstrations
  • customer needs
  • technical capabilities
  • business value
  • deal strategy
  • customer decisions
  • technical audiences
  • business audiences
  • executive audiences
  • deal reviews
  • trusted advisor
  • sales process
  • best practices
  • implementation considerations
  • future-state workflows
  • evaluate tradeoffs
  • confident decisions
  • cross-functional collaboration
  • Product
  • Engineering
  • Security
  • CX teams
  • customer requirements
  • technical validation efforts
  • integrations
  • APIs
  • security reviews
  • solution scope
  • post-sales handoff
  • consultative
  • value-driven sales motion
  • traditional demo role
  • trusted advisors
  • current state
  • challenges
  • Reframe problems
  • identify opportunities
  • strategic solution
  • Account Executives
  • deal strategy
  • customer decision-making
  • real business outcomes
  • product features
  • Solutions Consulting
  • Sales Engineering
  • customer-facing roles
  • SaaS
  • discovery skills
  • diagnose business problems
  • respond to requirements
  • complex concepts
  • technical audiences
  • non-technical audiences
  • senior stakeholders
  • executive-level audiences
  • collaboration skills
  • partner effectively
  • Sales
  • cross-functional teams
  • ambiguity
  • create structure
  • evolving environments
  • Curiosity
  • continuously learn
  • improve
  • refine your approach