Senior Solutions Consultant

Reposted 24 Days Ago
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Hiring Remotely in Boston, MA, USA
In-Office or Remote
Senior level
Information Technology • Software • Automation
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom.
The Role
The Senior Solutions Consultant drives technology evaluations in sales, providing expertise and demos for clients. They lead discovery sessions, align solutions with needs, and collaborate with teams while ensuring customer satisfaction through technical support and storytelling techniques.
Summary Generated by Built In

We are looking for a Senior Solutions Consultant to support the development of the North American region by providing technical expertise and experience to the team, customers, and partners.  

As a Senior Solutions Consultant, you will actively drive and manage the technology evaluation stage of the sales process, working in conjunction with the sales team as the key technical adviser and product advocate. Using technical creativity and business acumen, you will illustrate the value that Creatio’s platform can provide. You must be able to engage and articulate product positioning to both business and technical users in competitive scenarios. You will also rapidly identify all technical issues of assigned accounts to assure complete customer satisfaction through all stages of the sales process.

Desired Skills and Experience

  • Bachelor's degree in a related field.
  • 4-5 years of experience in solution consulting, presales, or technical sales within enterprise SaaS (CRM, BPM, or automation solutions preferred).
  • Strong expertise in business process automation, CRM platforms, or customer experience solutions.
  • Exceptional presentation skills, with the ability to tell compelling stories through customized demos.
  • Ability to navigate complex sales cycles and influence senior decision-makers.
  • In-depth knowledge of the North American market dynamics, including industry trends, and competitor landscape. Experience in financial services preferred.
  • Storytelling mindset – ability to create engaging, value-driven narratives in demos.
  • Curiosity & problem-solving – proactive approach to understanding customer needs.
  • Collaboration & adaptability – ability to work cross-functionally in a fast-paced, global team.
  • Willingness to travel as needed to meet with clients and attend industry events.
  • Experience with no-code/low-code platforms, AI automation, or API integrations is a plus.
  • Experience working with and designing database solutions is a plus. 

Responsibilities

Customer-Oriented Responsibilities

  • Lead discovery sessions with prospects to identify pain points, business goals, and key use cases.
  • Align Creatio’s platform capabilities with prospect requirements, positioning no-code automation, AI-driven workflows, and CRM functionalities effectively.
  • Develop value-driven demos, leveraging storytelling techniques to connect with different personas (C-suite, IT, end-users).
  • Deliver engaging, industry-specific demos, adapting content for each audience and addressing technical objections
  • Deliver product demos and technical briefs for key customer accounts
  • Act as a trusted advisor, guiding customers on best practices for digital transformation with a low-code/no-code CRM.

Partner Oriented Responsibilities

  • Help partners define best approaches in sales strategies based on product specifics and capabilities.

Company and Team-Oriented Responsibilities

  • Work closely with Account Executives to strategize on deal progression and competitive positioning.
  • Contribute to internal knowledge bases, demo libraries, and best practices for presales teams.
  • Stay updated on Creatio’s latest features, market trends, and competitor offerings.

Technical Skills

  • Strong understanding of business processes and financial operations (e.g., loan originations).
  • Solid technology background, particularly in:
    • SaaS solutions and cloud infrastructure.
    • Key cloud concepts and terminology.
  • Ability to assess and evaluate technical requirements for enterprise solutions.

Consultative & Analytical Skills

  • Strong questioning techniques for discovery meetings to uncover real customer needs.
  • Active listening and solution-oriented thinking.
  • Root cause analysis to identify core business challenges and propose effective solutions.
  • Storytelling skills to present solutions in an engaging and concise manner.

Sales & Customer Engagement

  • Experience managing multiple opportunities simultaneously (5-10 demos per week).
  • Ability to prioritize opportunities based on ARR and strategic impact.
  • Support for sales reps in proposals, user guidance, and best practices.
  • Close collaboration with partners who lack experience in Creatio, assisting them in customer presentations.

Demo & Documentation

  • End-to-end involvement from discovery to deal closure, including demo preparation.
  • Ability to craft demo strategy, use cases, configurations, and storytelling approaches.
  • Strong documentation skills—creating demo documents within a 3-day SLA for the demo team (5-day SLA).
  • Final technical check during evaluation phases to ensure solution alignment.

Other Key Skills

  • Willingness and ability to travel within the North America region.
  • Adaptability to handle last-minute demo requests.
  • Strong multitasking and prioritization skills in a high-paced environment. 

Top Skills

AI
Bpm
CRM
Database Solutions
Low-Code
No-Code
SaaS
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The Company
HQ: Boston, MA
700 Employees
Year Founded: 2014

What We Do

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. We help our customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Our customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Our platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. We believe in genuine care. We build sincere relationships with our clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. We have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Our culture is about genuine care for our clients and partners, passion, going the extra mile and staying positive.

Why Work With Us

We wholeheartedly believe in our values. They guide each decision we make, serving as the path we follow to achieve our goals. Our Core Values: 1. ONE TEAM 2. GENUINE CARE 3. PASSION 4. STRIVE FOR EXCELLENCE 5. GROW EVERY DAY Find out more on our website: https://www.creatio.com/company/values

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