Generate demand for SaaS platform solutions through outbound phone, email, and social outreach. Research prospective accounting and bookkeeping partners, identify decision-makers, qualify leads, maintain Salesforce pipeline records, and collaborate with Account Executives and partner services to develop revenue opportunities and improve channel performance.

The Solutions Consultant leads technical scoping, workflow mapping, solution design, partner migrations, and implementations for accounting and bookkeeping partners. The role supports sales through product demonstrations and technical consulting, translates complex needs into scalable workflows, identifies risks, resolves technical roadblocks, and gathers feedback to influence product development. It requires accounting or bookkeeping operations experience, cloud accounting ecosystem knowledge, SaaS pre-sales or technical account management experience, and strong communication and problem-solving skills.