Team Lead Solutions Consultant, Financial Services

Braze Braze · Enterprise · Chicago, IL · Sales

This is a Team Lead, Solutions Consultant role focused on the Financial Services sector. The role involves a mix of individual contribution (player-coach) and people management, including hiring and coaching Solutions Consultants. Responsibilities include leading pre-sales efforts, designing solutions, conducting security reviews, and positioning Braze's AI capabilities. The role also involves building out the Financial Services practice by creating sales plays, reusable assets, and thought leadership. Experience in regulated industries and AI/SaaS is desired.

What you'd actually do

  1. Lead the team - You'll manage 2 Solutions Consultants to start. As the FinServ business grows, so does the team.
  2. Run pre-sales end-to-end on major accounts: discovery, solution design, demos, POVs, security reviews, exec presentations
  3. Create the sales plays, discovery frameworks, and competitive positioning Braze uses in FinServ

Skills

Required

  • People management experience or demonstrated track record of leading teams, mentoring ICs, and driving outcomes through others
  • Exceptional written and verbal communicator with strong executive presence and follow-through
  • Strategic problem solver who can break down ambiguous, cross-functional challenges into clear options, tradeoffs, and next steps
  • Comfortable operating autonomously and proactively
  • Experience selling into enterprise accounts with sophisticated technical buying teams and rigorous evaluation processes
  • Domain knowledge in AI, SaaS, Mobile, APIs, Marketing Automation, Marketing Analytics, Data and Architecture, Security and Compliance, or Programming (including HTML)
  • Collaborative teammate and a force multiplier

Nice to have

  • Pre-sales Engineering, Technical Account Management, or Customer Success experience
  • Experience in regulated industries
  • Experience with BrazeAI and advanced capabilities

What the JD emphasized

  • primary Solution Consultant
  • managing and hiring Solutions Consultants
  • building out our vertical in Braze’s financial services
  • people management and leadership skills
  • Pre-sales Engineering, Technical Account Management, or Customer Success
  • people-management skills
  • mentor to Solutions Consultants
  • Lead the team
  • manage 2 Solutions Consultants
  • Coaches your ICs
  • Set the bar for what good looks like
  • escalation point
  • Work with Sales and SC leadership on hiring and capacity
  • Own deals
  • player-coach role
  • directly involved in opportunities
  • Run pre-sales end-to-end
  • major accounts
  • discovery, solution design, demos, POVs, security reviews, exec presentations
  • Build credibility across the full FinServ buying team
  • Architecture, Engineering, Security, Compliance, Marketing Ops, and the C-suite
  • Position BrazeAI and advanced capabilities
  • buyers who have real technical depth and regulatory complexity
  • Pull in Product, Security, Professional Services, and partners
  • Build the Financial Services - Practice FinServ is a new territory
  • Create the sales plays, discovery frameworks, and competitive positioning
  • Build the reusable assets the team needs
  • reference architectures, demo environments, security & compliance positioning, objection-handling guides, and talk tracks
  • banking, payments, insurance, and wealth management
  • Work directly with Sales, Marketing, and Product
  • define how we grow in this segment
  • Publish thought leadership
  • white papers, presentations, blog posts
  • earn Braze credibility in the industry
  • People management experience
  • demonstrated track record of leading teams, mentoring ICs, and driving outcomes through others
  • Exceptional written and verbal communicator
  • strong executive presence and follow-through
  • Strategic problem solver
  • break down ambiguous, cross-functional challenges into clear options, tradeoffs, and next steps
  • Comfortable operating autonomously and proactively
  • spot gaps and build what is needed
  • Experience selling into enterprise accounts
  • sophisticated technical buying teams
  • rigorous evaluation processes
  • ideally in regulated industries
  • Domain knowledge in two or more of the following: AI, SaaS, Mobile, APIs, Marketing Automation, Marketing Analytics, Data and Architecture, Security and Compliance, or Programming (including HTML)
  • collaborative teammate
  • force multiplier
  • raises the bar for those around you