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Solutions Consultant at Method | San Francisco, CA

MethodSan Francisco, CA
On-site Full-time $150K/yr - $180K/yr

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Experience Level

Experience

Qualifications

QualificationsProven experience in a technical consulting or solutions engineering role, ideally with a focus on APIs. Strong analytical and problem-solving skills with the ability to think critically and strategically. Excellent communication and interpersonal skills, capable of engaging with both technical and non-technical stakeholders. A consultative mindset with a passion for understanding customer needs and delivering tailored solutions. Bachelor’s degree in a relevant field preferred.

About the job

Join the Method Team

At Method, we have revolutionized the way individuals connect with their financial accounts. By integrating real-time liability connectivity and instant payment execution, our API simplifies the connection between financial accounts and the applications people rely on. With over 45 million users and more than 350 million liability accounts connected without the need for credentials, we have processed over $2.5 billion in payments, saving our users millions in interest. Currently, one in every three credit cards in the United States operates within the Method ecosystem, with leading financial institutions such as SoFi, Bilt, Cleo, Sezzle, Figure, and Aven leveraging our APIs to create exceptional user experiences.

Our dedicated team of over 50 professionals is spread across offices in Austin, San Francisco, New York City, and Washington D. C. We are eager to maintain our growth trajectory while collaborating with our esteemed investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. For more insights about our journey, visit our blog!

Your Role and Impact

We are seeking a Solutions Consultant who will enhance Method's technical sales and expansion initiatives. In this role, you will engage in pre-sales activities, collaborating with customers from the outset to facilitate technical discovery, solution development, and integration planning, thereby accelerating the path to a "technical yes" for prospects and existing clients.

As an expert in this field, you will possess a robust technical foundation, particularly in APIs, complemented by strong analytical skills and a consultative approach to aligning customer challenges with Method's innovative product offerings and future roadmap. Your mission is to streamline the purchasing and expansion processes with Method, making them more efficient and repeatable.

Your Responsibilities

  • Engage early in key deals (typically during the first one to two calls) as the technical liaison to the Account Executive; lead technical discovery and solution development.

  • Convert customer architecture, limitations, and objectives into a clear proposed approach, detailing integration plans, sequencing, risks, and trade-offs.

  • Enhance technical sales momentum by streamlining the cycle from discovery through solution development and terms negotiation, ensuring clear technical alignment and actionable next steps.

  • Occasionally assist in post-sale solution development and expansion: engage in customer roadmap discussions, propose new use cases, and promote adoption.

  • Develop solutions playbooks for discovery and reference architecture to embed a consistent solutions approach throughout pre and post-sales processes.

About Method

Method is at the forefront of transforming financial connectivity, providing seamless integration for users to manage their financial accounts efficiently. With a commitment to innovation and excellence, we empower millions of customers and partner with top financial institutions to deliver unparalleled experiences.

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