Solutions Consultant

Solutions Consultant Location :

• Remote, US (with travel as needed) Reports to : Managing Director Direct Reports : None Objective As a Solutions Consultant , you’ll guide new clients through successful implementations while also supporting the sales team by bringing technical credibility and client insight into pre-sales conversations.
• You’ll serve as a trusted advisor to clients from day one — understanding their needs, shaping how our platform fits their workflows, and ensuring they go live smoothly.
• When not actively onboarding new clients, you’ll support business development by sharing your product and client expertise during demos, discovery, and proposal stages.
• The Solutions Consultant is responsible for owning and executing the end-to-end onboarding of new clients.
• This includes managing project timelines, configuring accounts, guiding clients through deliverables, and ensuring a smooth transition into our platform.
• The role requires a technically minded professional who can deeply understand our system, communicate effectively with military clients, and identify upsell or cross-sell opportunities during onboarding discussions.
• Key Responsibilities Client Onboarding & Implementation Own the entire onboarding lifecycle — from kickoff through go-live — for new clients.
• Define and manage project timelines, milestones, and deliverables in coordination with internal teams and client stakeholders.
• Configure client environments, accounts, and system settings based on specific client needs and use cases.
• Lead virtual and on-site training sessions for client users and administrators.
• Manage client relationships throughout onboarding, ensuring strong communication, trust, and satisfaction.
• Navigate challenges, roadblocks, and delays with proactive problem-solving and a solutions-oriented mindset.
• Ensure all deliverables are met on time and that clients are set up for long-term success with the platform.
• Travel as needed to support training and onboarding engagements.
• Sales Support & Opportunity Identification Act as a Sales Engineer during sales calls and demos, particularly with prospective clients who have technical questions or complex use cases.
• Use firsthand experience with client implementations to bring real-world context to sales conversations.
• Identify opportunities for additional services, features, or products during onboarding engagements and communicate them to the sales team.
• Help create onboarding-related sales materials or contribute to RFP responses as needed.
• Internal Collaboration & Continuous Improvement Collaborate with Product, Engineering, and QA teams to relay client feedback and inform product improvements.
• Support internal documentation efforts by contributing onboarding guides, FAQs, and training resources.
• Share onboarding insights and lessons learned with the broader team to improve processes and customer outcomes.
• Qualifications 3+ years of experience in client onboarding, solution consulting, customer success, or technical project management.
• Demonstrated ability to manage complex client projects with multiple stakeholders.
• Technically adept, with the ability to configure software solutions and explain technical concepts clearly.
• Strong organizational and time-management skills, with experience managing multiple projects simultaneously.
• Experience working with or selling to government or military clients; familiarity with military culture and terminology is a strong plus.
• Excellent communication, presentation, and relationship-building skills.
• Willingness and ability to travel for in-person onboarding and training sessions (as needed).
• Desired Attributes Confident and clear communicator, both in writing and in person.
• Ability to adapt quickly in a fast-paced environment.
• Self-starter who takes ownership and follows through.
• Collaborative mindset with a customer-first attitude.
• Able to balance detail orientation with big-picture thinking.
• Naturally curious and eager to understand both product capabilities and client business contexts.
• Approaches each client as unique — and brings consistency to each onboarding through process and expertise.
• We are committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, and compensation, to all qualified applicants and employees without regard to age, race, color, sex, religion, national origin, marital status, gender identity or expression, or sexual orientation, disability or any other protected status in accordance with the requirements of all federal, state and local laws.
• Powered by JazzHR