About the Role

This is not a support role. This is a deal-driving, revenue-impact role.

You’ll sit between Sales, Product, and Engineering and own the technical side of closing enterprise SaaS deals. If you can’t confidently speak to CFOs or design real billing workflows, you won’t survive here.

What You’ll Actually Do

Solutioning

• Configure pricing, contracts, billing, and invoicing workflows
• Translate messy business problems into structured SaaS solutions
• Design systems around billing, RevRec, and reporting

Pre-Sales & Discovery

• Run technical discovery calls with CFOs, CTOs, Finance leaders
• Deliver enterprise-level demos, sandbox setups & POCs
• Support and influence $75K+ ACV deal cycles

Internal Execution

• Act as voice of customer internally
• Work closely with Product & Engineering on real use cases
• Ensure zero drop-offs in deal momentum

Documentation

• Create clear, sharp solution docs (no fluff)
• Build internal knowledge base & enablement content

Must-Have (Non-Negotiable)

If a candidate misses even 2–3 of these, don’t waste time.

• 6+ years in Solutions Engineering / Pre-Sales / Tech Consulting (B2B SaaS)
• Last 3+ years in a core customer-facing solutioning role
• Strong experience with:
  • Technical discovery
  • Enterprise demos & POCs
  • Sandbox environments
• Experience in enterprise deals ($75K+ ACV) with CXOs
• Deep understanding of:
  • APIs
  • SaaS architecture
  • System workflows & integrations
• Hands-on experience in:
  • Pricing models
  • Billing logic
  • Contracts & workflows
• CPA (mandatory or equivalent)
• Background in FinTech / Billing / ERP / RevOps SaaS

Preferred (But Valuable)

• Experience with tools like NetSuite, Salesforce Billing, Zuora, Chargebee, Recurly
• Strong knowledge of:
  • Revenue Recognition (RevRec)
  • Order-to-Cash lifecycle
  • Financial reporting
• Experience owning implementation / go-live outcomes
• CRM usage (Salesforce preferred)