Solutions Consultant

Brex Brex · Fintech · New York, NY +4 · Sales

Solutions Consultant at Brex, an intelligent finance platform using AI-native automation. This role focuses on understanding customer workflows, aligning solutions to business outcomes, and driving deal strategy with Sales. It involves leading consultative sales motions, building trust with customers, and collaborating with Product, Engineering, and CX teams. The role requires strong discovery, communication, and collaboration skills in a SaaS environment.

What you'd actually do

  1. Conduct structured discovery to understand customer workflows, pain points, and decision criteria
  2. Design and deliver tailored product demonstrations that connect directly to customer needs
  3. Partner with Account Executives to develop deal strategy and influence customer decisions
  4. Act as a trusted advisor throughout the sales process
  5. Partner with Product, Engineering, Security, and CX teams to address customer requirements

Skills

Required

  • 3 - 6+ 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

  • AI-native automation
  • intelligent finance platform