Solutions Consultant at Sona | Hybrid - New York

Sona builds AI-powered tools for frontline workforce management. Our platform covers scheduling, HR, payroll, and communications, supporting over 100,000 frontline workers. Organizations use Sona to streamline operations and improve productivity. Since launching less than five years ago, Sona has grown to a team of more than 140 people and raised over $100 million in funding. Our Series B round was led by N47, with backing from Felicis, Northzone, and Gradient Ventures (Google). Role overview The Solutions Consultant will help drive Sona’s growth in the US, working alongside the commercial team. This role focuses on delivering tailored solutions for clients in the Hospitality and Retail industries. Expect to shape and execute strategies that engage the North American market as Sona expands its presence. Location Hybrid - New York

Join Kraken123 as a Senior Solutions Consultant, where you will leverage your expertise to deliver innovative solutions and drive business success for our clients. In this role, you will work closely with cross-functional teams to analyze client needs and develop tailored strategies that align with their goals.As a key player in our team, you will facilitate workshops, provide insights on best practices, and ensure the seamless implementation of solutions. If you are passionate about technology and eager to help clients navigate their digital transformation journeys, we want to hear from you!

Join our dynamic team at Campfire as an Accounting Solutions Consultant in New York, where you will have the opportunity to leverage your expertise in accounting and consulting to deliver innovative solutions for our clients.In this pivotal role, you will collaborate with a diverse range of clients to understand their unique accounting challenges and provide tailored solutions that drive efficiency and effectiveness. Your ability to communicate complex accounting concepts in an accessible manner will be essential in helping our clients achieve their financial goals.

Join ServiceNow as an Advisory Solution Consultant, where you will play a pivotal role in transforming the way organizations operate through innovative solutions. As a key member of our team, you will leverage your expertise to guide clients in optimizing their workflows and enhancing their service delivery through our cutting-edge platform.

About BasisBasis empowers accountants with innovative AI agents designed to streamline real workflows effectively.Having successfully achieved product-market fit, we are experiencing unprecedented demand and have recently secured $34 million in funding to accelerate our growth and meet this moment.Founded in the heart of New York City, you can learn more about Basis here.What You Will Do:In this pivotal role, you will conduct impactful, value-based demonstrations illustrating how our AI agents optimize processes such as month-end closing, reconciliations, audits, and tax workflows.You will act as the financial authority, adept at addressing inquiries related to technical accounting, compliance, and integrations. Your responsibilities will include managing security and IT questionnaires, guiding prospects through technical due diligence, and identifying optimal opportunities through structured evaluations. You will collaborate with Account Executives to strategize for complex cycles and enterprise deals, ensuring seamless transitions to post-sales teams through effective knowledge transfer. You will also keep abreast of accounting practices, industry advancements, and competitive dynamics. Location: NYC, Flatiron office. In-person team collaboration is essential.What You Bring to the Role:Experience: Over 3 years in accounting, finance, investment banking, or Private Equity.Process-oriented: Ability to decompose complex challenges into clear, repeatable actions.Excellent communicator: Capable of articulating technical concepts to executives and accounting teams alike.First principles thinker: Willing to question assumptions and apply insights to new solutions.Team player: Eager to help build foundational elements as we scale rapidly.All-in mentality: Prepared for a fast-paced, high-responsibility environment.Office enthusiast: Prefers in-person collaboration at our NYC office.Desired Qualifications:Experience in early-stage startups.Hands-on proficiency with accounting software such as QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.

At Profound, we are dedicated to empowering businesses to comprehend and manage their AI presence effectively. As a Solutions Consultant, you will play a pivotal role at the intersection of sales, product, and customer success. Your primary focus will be to guide enterprise prospects and customers in recognizing the value of Profound’s innovative platform and its customization to meet their specific needs. You will take ownership of the technical and strategic aspects of the pre-sales process, translating customer objectives into scalable solutions that yield measurable results.Key ResponsibilitiesCollaborate closely with the Sales team to facilitate discovery calls, product demonstrations, and RFP responses, effectively communicating Profound’s technical strengths and strategic advantages to enterprise clients.Lead the design of customized solutions by aligning customer use cases with platform features, integrations, and data models to ensure optimal compatibility.Deliver impactful product demonstrations that illustrate how Profound enhances brand visibility across AI-driven platforms.Work in tandem with Product and Engineering teams to define the scope of custom implementations, integrations, and data requirements for strategic accounts.Develop and enhance proof-of-concept engagements to showcase ROI and expedite deal closures.Create and maintain comprehensive technical documentation, solution playbooks, and demo environments to support scalability and repeatability.Act as a trusted advisor to customers and internal teams, bridging technical insights with marketing and AI strategies.Collect market and customer feedback to inform product roadmap priorities and enable market entry strategies.

About YouYou are an innovative problem-solver who excels at tackling complex challenges, quickly assimilating new information, and applying your knowledge to foster progress. You are motivated by significant challenges, and you take ownership of outcomes. Your passion for assisting others shines through as you thrive in collaborative environments, finding inspiration in shared achievements. You appreciate rapid iteration and constructive feedback from both your colleagues and customers. As an early riser, you are eager for your next adventure.About UsLevelpath is a cutting-edge AI procurement platform designed for global enterprises. Since our inception in 2022, we have been dedicated to transforming procurement into a seamless experience. With its intuitive design, Levelpath enables agile procurement in mere days and unlocks savings within weeks while providing clarity, control, and intelligence to all stakeholders. Our platform offers a comprehensive view of spending for procurement, finance, legal, and IT—from intake and sourcing to contracting and payment. Our AI capabilities deliver contextually relevant and genuinely helpful insights, uncovering valuable opportunities and significantly enhancing efficiency. Leading global brands rely on Levelpath’s extensive procurement expertise to revolutionize their business outcomes and maximize value from their supplier relationships.Pathfinders Wanted - Join Us!We are seeking a Solutions Consultant to aid in scaling our platform and delivering immediate value to customers. You will play a pivotal role in the pre-sales process by supporting Account Executives and conducting demonstrations, as well as managing the onboarding and implementation processes to ensure continuous customer satisfaction. This is a unique opportunity to join a high-impact, customer-focused solutions team that addresses procurement challenges head-on, contributing significantly to our customers' success.This is a full-time position based in our New York City office.

Join Elliptic as a Principal Solutions Consultant, where you will act as a senior technical strategist and a trusted advisor to our most significant partners. You will play a crucial role in guiding institutions towards the secure and confident adoption of digital assets.Key Responsibilities:Offer expert advice to enterprise clients regarding risk management, compliance, investigations, cyber-threat intelligence, and digital asset management solutions.Facilitate discovery and solution-design sessions, translating business objectives, compliance mandates, and system architectures into customized Elliptic solutions.Oversee technical and business validation throughout the sales cycle by creating and presenting compelling demos, proofs-of-concept, and executive presentations.Deliver hands-on technical support across API integrations, data workflow design, architecture, troubleshooting, and best practices implementation, with comprehensive documentation.Collaborate with regional commercial teams—Sales, Customer Success, GPRG, Intelligence, and Product Management—to assist customers during evaluation, onboarding, and adoption phases.Bridge the gap between commercial and technical leadership by gathering and prioritizing customer insights that shape product features, integrations, and go-to-market strategies.Represent Elliptic at industry conferences and partner forums, showcasing thought leadership in blockchain analytics, compliance, and crypto-risk management.Mentor fellow professionals within the Solutions Consulting community, aiding complex deals and enhancing methodologies.Contribute to the development of global processes and automation initiatives that enhance pre-sales and delivery excellence.

Join DualEntry as a Solutions ConsultantFounded in 2024, DualEntry is rapidly establishing itself as a leader in the AI-driven finance sector. Our innovative AI-native ERP solution empowers accounting teams to maximize efficiency, enabling organizations—from small businesses generating $5 million in annual recurring revenue to large NYSE-listed enterprises—to automate tedious manual data entry processes.The ERP market, valued at over $220 billion, has remained stagnant for decades. DualEntry is breaking the mold, helping companies transition from outdated on-premise systems to advanced, cloud-based solutions.We are a fast-paced, results-oriented team that values ownership and agility. As a Solutions Consultant, you will play a pivotal role, merging sales acumen with product expertise, contributing to the growth of our SC function while engaging directly with clients to close deals.This position is an exciting opportunity to shape the future of finance and demonstrate your skills in a dynamic environment. We are looking for someone who is dedicated to excellence and eager to push boundaries.

Tabs is at the forefront of revolutionizing finance and accounting with our cutting-edge AI-native revenue platform. Our innovative solutions streamline the entire contract-to-cash lifecycle, encompassing billing, collections, revenue recognition, and reporting. By automating these processes, we empower finance teams to reduce manual labor and expedite cash flow.Leading companies such as Cursor and Statsig trust Tabs to automate their invoicing directly from contracts, facilitate real-time payment reconciliation, and ensure compliance with ASC 606 standards.Founded in 2023, Tabs has successfully secured over $91 million in funding from renowned investors like Lightspeed Venture Partners, General Catalyst, and Primary. Our headquarters in New York City is home to a team of experts with profound knowledge in finance and AI.About the RoleWe are seeking a Solutions Consultant based in New York to play a pivotal role in our pre-sales efforts. This position involves collaborating closely with our Go-to-Market team and clients to design tailored solutions. This is an excellent opportunity for a motivated individual eager to contribute significantly to our early-stage growth.What You’ll DoWork in partnership with finance and accounting leaders to showcase the capabilities of the Tabs platform, focusing on resolving business challenges and illustrating comprehensive workflows.Oversee pre-sales initiatives, ensuring the viability of proposed solutions while collaborating with the Implementation team at Tabs to develop proof-of-concept projects that align with our product capabilities.Support the Go-to-Market team by providing a consultative and solutions-focused approach during meetings with prospective clients, transforming those insights into workflow maps, implementation proposals, and other relevant materials.Advise on the integration of Tabs into clients' existing tech ecosystems, often requiring the navigation of complex systems including ERP, CRM, and BI tools.Cultivate and maintain strong relationships with key decision-makers, ensuring a consultative approach to both technical and business problem-solving.

About DualEntryFounded in 2024, DualEntry is rapidly emerging as one of the leading AI startups in the financial technology space.At DualEntry, we are pioneering the future of finance. The ERP market stands as one of the largest sectors in fintech, valued at over $220 billion. Despite this, many businesses still rely on outdated on-premises systems, and the industry has not seen significant innovation in over three decades.Our AI-driven ERP empowers accounting teams to maximize efficiency and productivity, gaining trust from businesses ranging from $5 million ARR to NYSE-listed corporations. We are on a mission to redefine the finance team landscape, alleviating the burdens of legacy ERPs from the past.We thrive on a culture of urgency and accountability, propelling ourselves forward with speed and precision.The Importance of This RoleIn just 18 months, we have successfully raised over $100 million from prestigious investors including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with contributions from over 20 angel investors who have a track record of building, scaling, and exiting successful companies.Our achievements stem from our commitment to rapid execution and the recruitment of a talented, dedicated team from top tech and accounting firms such as Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. We also welcome individuals without prestigious backgrounds who are eager to prove their potential.As part of a small yet fast-growing team, you have the opportunity to join us at a pivotal moment.In the role of Solutions Consultant Lead, you will be positioned at the nexus of Sales and Product. You will establish the Solutions Consulting function from the ground up while engaging directly in deal closures. This role is foundational and offers significant opportunities for growth and leadership.This position demands a hands-on approach and total ownership. We expect you to strive for excellence and elevate standards.

Tabs is at the forefront of innovation as the premier AI-driven revenue platform designed for contemporary finance and accounting teams. Our platform streamlines the entire contract-to-cash process, encompassing billing, collections, revenue recognition, and comprehensive reporting, empowering teams to eliminate tedious manual tasks and enhance cash flow efficiency.High-growth enterprises such as Cursor and Statsig leverage Tabs to seamlessly generate invoices from contracts, reconcile payments in real-time, and ensure compliance with ASC 606 regulations.Founded in 2023, Tabs has successfully secured over $91 million in funding from Lightspeed Venture Partners, General Catalyst, and Primary. With our headquarters in New York, we bring a wealth of expertise in finance and artificial intelligence.About the RoleWe are seeking a Senior Solutions Consultant based in New York to play a pivotal role in our pre-sales processes. You will collaborate closely with our Go-to-Market team and our clients to design tailored solutions. This is an exceptional opportunity for individuals eager to contribute significantly to our growth trajectory at the early stages of our company.What You’ll DoCollaborate with finance and accounting leaders to showcase the capabilities of the Tabs platform, emphasizing solutions to business challenges and articulating comprehensive workflows.Oversee pre-sales projects, ensuring the practicality of proposed solutions while working closely with the Implementation team on proof-of-concept developments that align with our product offerings.Support the Go-to-Market team by providing a consultative, solutions-oriented perspective in meetings with potential clients, translating these solutions into workflow maps, implementation proposals, and related materials.Advise clients on integrating Tabs into their existing technology ecosystem, often involving complex systems such as ERP, CRM, and BI tools.Cultivate and maintain robust relationships with key decision-makers, ensuring a consultative approach to resolving technical and business challenges.

About CryptioCryptio is at the forefront of enhancing financial integrity within the crypto economy. We provide a robust back-office and data platform that supports essential accounting, reporting, and operational processes for institutions, corporations, and crypto-native organizations.Our clients include industry leaders such as Circle, Societe Generale, Uniswap, Gemini, and the Government of El Salvador. We have successfully raised $26 million from esteemed investors, including Point Nine, 1kx, Tim Draper, and Ledger Cathay.The RoleWe are looking for a Sales Solutions Consultant (Accounting) to assist leading financial institutions, corporations, and crypto-native entities in scaling their adoption of digital assets. In this role, you will work closely with Account Executives, guiding enterprise prospects through the entire sales process, from initial discovery to deal closure. You will design tailored solutions that maximize the capabilities of the Cryptio platform for complex financial operations.As a key advisor, you will go beyond traditional sales support by taking charge of technical discovery, leading proof of concept projects, and mapping business models for exchanges, banks, DeFi innovators, gaming companies, and more. Your contributions will help establish the foundational elements of crypto finance for industry leaders.Your ResponsibilitiesCollaborate with Account Executives to demonstrate Cryptio’s value proposition and secure deals.Prepare and deliver technical presentations to educate prospects and clients about our platform.Examine prospects’ business models, analyzing fund flows and financial workflows for various organizations (Exchanges, Banks, Wallets, Foundations, DeFi, Gaming, Miners).Design solutions and data workflows that seamlessly integrate into prospects’ financial operations.Take full ownership of product proof of concept, ensuring prospects gain confidence in Cryptio’s ability to address their specific back-office challenges.Collect product feedback from the field and collaborate with Product teams to translate insights into actionable improvements.

About TripleLiftAt TripleLift, we are at the forefront of revolutionizing digital advertising with our innovative platform that emphasizes stunning creative, premium publishers, actionable data, and intelligent targeting. With over 1 trillion ad transactions monthly, we empower publishers and platforms to maximize their revenue potential. Our technology connects leading brands with their target audiences across various formats, including online video, connected television, display, and native ads. Our brand and enterprise clients choose us for our cutting-edge solutions, exceptional formats, and dedicated experts who are committed to optimizing their advertising performance.As a proud member of the Vista Equity Partners portfolio, we are NMSDC certified and aligned with diverse spending goals, showcasing our dedication to economic inclusion. Discover how TripleLift elevates the programmatic landscape at triplelift.com.OverviewThe Technical Solutions Consultant II role is designed for mid-experienced professionals keen on supporting our demand partners through client interactions and data analysis. Candidates should possess a blend of technical proficiency and client-facing experience. This position utilizes consultative, analytical, and technical skills to pinpoint opportunities and collaborate with both internal and external teams to implement optimization strategies for our demand partners. Prior experience in Ad Tech and managing customer relationships is preferred.This pivotal role drives the success of our exchange by developing and executing strategies in collaboration with our demand partners. You will work closely with Partner Managers and Product teams to manage the implementation of new features with existing Demand-Side Platforms (DSPs).ResponsibilitiesEnhance and maintain DSP relationships from a technical standpointAnalyze trends and identify opportunities through data analyticsOversee investigations or projects related to DSP accountsCollaborate with commercial teams to boost revenue within your portfolioEffectively communicate technical concepts to non-technical stakeholdersEducation & RequirementsBachelor's degree in Computer Science, Business, Marketing, or a related technical field

Join our dynamic team at Vensure Employer Solutions, a leading player in the HR technology and services sector. We are committed to providing a vibrant office environment, and are eager to find a talented Business Consultant ready to make an impact.About Us Vensure Employer Solutions stands as the largest privately held organization in the HR technology and service industry. With a diverse range of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO), we support over 95,000 businesses and manage more than $135 billion in annual payroll. As your 'One Employer Solution', our headquarters in Chandler, Arizona, allows us to assist thousands of businesses in streamlining their operations with tailored strategies that benefit both employers and employees. To learn more about us, visit www.vensure.com.Position Summary As a Business Consultant, you will drive the prospecting and sales of Solvo products and services to various organizations. You will be responsible for articulating the advantages of staffing solutions and BPO, ensuring client expectations align with our deliverables. This role involves managing sales forecasting, resource allocation, and strategic planning to enhance sales volume and profitability.Essential Duties and Responsibilities - Proactively identify and develop new business opportunities within your territory. - Achieve or surpass monthly and quarterly sales targets consistently. - Expand your knowledge of industry trends, new offerings, and broker practices. - Monitor competitor strategies and assess potential threats. - Guarantee the efficiency and accuracy of services provided to clients. - Oversee the preparation and execution of renewal proposals for existing clients. - Create impactful executive summaries for client presentations. - Formulate lead generation strategies and utilize CRM (Salesforce) for activity tracking. - Submit new business paperwork, expense reports, and weekly activity reports punctually. - Participate in monthly consulting meetings, offering training and mentorship to colleagues. - Travel domestically and occasionally internationally for team meetings, customer events, industry conferences, and training sessions, which may involve air travel and ground transportation. - Foster and enhance relationships with team members and peers across various disciplines to ensure effective communication and service delivery to clients. - Stay updated on best practices through webinars and training sessions.

Join KnowBe4, the world leader in Human Risk Management, where we empower over 70,000 organizations globally to safeguard their teams and AI systems for more than 15 years. As pioneers in security innovation, we have been harnessing AI since 2016, establishing ourselves as industry leaders from the beginning.Our HRM+ solution seamlessly integrates ongoing risk intelligence, cutting-edge technical defenses, and tailored training programs, enabling organizations to cultivate robust security cultures. We equip companies to comprehend, evaluate, and mitigate human risk across their workforce, effectively defending against deepfakes and the latest AI-driven threats.We are committed to the dual mission of protecting organizations from cyber threats while fostering a positive environmental impact. We believe that true resilience is collective, necessitating the protection of our people, data, and planet.

At Veeva Systems, we are a mission-driven organization revolutionizing the life sciences industry through innovative cloud solutions, enabling companies to deliver therapies to patients more efficiently. As one of the fastest-growing SaaS firms, we achieved over $2 billion in revenue last fiscal year, with even greater growth prospects on the horizon.Our core values—Doing the Right Thing, Customer Success, Employee Success, and Speed—guide us in our mission. Notably, we made history in 2021 by becoming a public benefit corporation (PBC), committed to balancing the interests of our customers, employees, society, and investors.As a Work Anywhere organization, we offer the flexibility to work from home or in our offices, allowing you to thrive in an environment that suits you best.Join us in our mission to transform the life sciences industry, making a positive impact on our customers, employees, and communities.Role OverviewCrossix, a division of Veeva, focuses on enhancing healthcare marketing through advanced analytics, planning, targeting, measurement, and optimization solutions. We boast the most accurate segments built on the largest health data network. This team plays a crucial role in driving the adoption and commercial success of Crossix Audience products. We seek high achievers to join our expanding team in New York. In this role, you will collaborate with internal teams and clients to enhance our business's commercial performance, ensuring widespread adoption of our audience-targeting solutions. This position is open at various levels of seniority.

Join Prolific as a Solutions Consultant, where you will leverage your expertise to deliver innovative solutions that meet our clients’ needs. In this dynamic role, you'll collaborate with cross-functional teams to analyze challenges, design solutions, and implement strategies that drive success. Your contributions will help shape the future of technology in our industry.

Join KnowBe4, a pioneering leader in Human Risk Management, trusted by over 70,000 organizations globally to safeguard their employees and AI systems for more than 15 years. We are at the forefront of a new security era, utilizing AI technology since 2016 to enhance our market-leading solutions.Our comprehensive HRM+ strategy integrates ongoing risk intelligence, state-of-the-art technical defenses, and tailored training programs, enabling organizations to cultivate robust security cultures. We empower businesses to comprehend, assess, and mitigate human risk across their workforce, effectively defending against threats like deepfakes and other emerging AI challenges.At KnowBe4, we are committed to not only protecting organizations from cyber threats but also making a positive impact on the environment. We believe that true resilience is collective, requiring the protection of our people, data, and the planet.

Location: New York (Grand Central), NY (In-office 4x per week)Join Kizen, where we harness the power of our AI-driven platform to streamline operations across highly regulated sectors such as insurance, healthcare, and financial services.Our advanced technology enables businesses to automate essential workflows, from assisting insurance agents in managing contracts and commissions to aiding healthcare providers in delivering proactive patient care, and empowering financial institutions to effortlessly classify documents and extract vital data.At Kizen, developers can create innovative enterprise applications and impactful AI agents, while business users can tailor dashboards and agents using natural language or low-code solutions, all within a unified platform.What used to take months or years to develop can now be accomplished in just days. Our platform combines powerful pre-built agents with an enterprise architecture designed for automation and seamless data integration, making it easy to adopt and scale.We are dedicated to resolving real-world operational challenges, enabling some of the world's most complex organizations to operate more efficiently and humanely. Join us in revolutionizing the way industries function—one workflow, one agent, and one success story at a time.