Solutions Consultant

This is a fully remote position, open to applicants in Utah.

📋 Description

• Collaborate with Account Executives to create and present engaging demonstrations and pilot programs for enterprise and strategic clients, emphasizing new products and AI-driven audit workflows.

• Act as a subject matter expert during workshops and demonstrations to identify customer challenges and position effective solutions.

• Revamp and standardize demonstration flows across Suralink’s product range based on user persona and market segment.

• Sustain high-quality demo environments that reflect financial statement tie-outs, audit testing, tax procedures, and AI-enhanced workflows.

• Educate Account Executives and Customer Success Managers on how to conduct core demonstrations from start to finish.

• Create structured pilots and proofs of concept that include entry criteria, timelines, and success metrics aligned with actual firm workflows.

• Convert firm methodologies and business-process success criteria into actionable product usage guidance.

• Achieve over 60% win rates on engaged pilot initiatives.

• Gather and synthesize market feedback, recurring use cases, and pain points to influence the product development roadmap.

• Transform audit, tax, and advisory workflows into effective messaging, enablement strategies, and content.

• Collaborate on value-engineering projects that connect the product offerings to customer outcomes.

⛳️ Requirements

• CPA certification or equivalent background in audit/accounting.

• Approximately 3 to 7 years of experience in public accounting.

• Practical experience with audit procedures, methodologies, documentation, and review processes.

• Proficiency in financial statement tie-outs and supporting workpapers.

• Experience in testing, sampling, and evidence management.

• 2 to 5 years of experience as a Solutions Consultant in B2B SaaS, preferably in accounting, audit, finance, or close management technology.

• Background in a high-growth environment selling to firms or corporate finance/audit teams.

• Proven success in supporting enterprise or strategic deals, including multi-stakeholder sales cycles.

• Experience in participating in or leading an Emerging Technology, Innovation, or Digital Transformation committee or similar group.

• Demonstrated ability to work collaboratively across functions, including Sales, Product, and Customer Success.

• Familiarity with AI-driven tools for audit analytics, testing, or documentation support.

• Experience in designing and implementing sales enablement programs for Account Executives and Customer Success Managers.

• Comfort speaking at customer webinars, training sessions, or industry events as a subject matter expert in audit, tax, or accounting technology.

🏝️ Benefits

• Remote-friendly workplace policies.

• Comprehensive medical, vision, and dental insurance.

• Flexible paid time off (PTO) policy.

• Ten paid holidays per year.

• Parental leave benefits.

• Professional development funding.

• Opportunities for community engagement.