Solutions Consultant

Posted 4 Days Ago
Be an Early Applicant
New York City, NY, USA
Hybrid
130K-150K Annually
Mid level
Financial Services
The Role
Guide clients through pre-sales solution design, technical demonstrations, onboarding, integrations, testing, launch, and post-launch optimization. Serve as the primary technical advisor for partner implementations, troubleshoot data flows and configurations, create technical documentation, and collaborate with Product and Engineering to influence roadmap priorities. The role requires strong REST API, webhook, JSON, SQL, data integration, communication, and consultative problem-solving skills.
Summary Generated by Built In

About the role

april is searching for a Solutions Consultant, you will play a pivotal role in guiding clients through the entire product lifecycle—from pre-sales solution design to onboarding, ongoing adoption, and technical optimization. This role requires a strong mix of technical depth, consultative communication, and business acumen. You will serve as a trusted advisor for our partners, ensuring they maximize value from april’s platform while navigating complex technical integrations and implementations. Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week.

Key responsibilities

  • Partner with Sales to support pre-sales activities, including discovery, solution design, technical demonstrations, and RFP responses

  • Lead onboarding for new clients and own partner implementations end-to-end, from technical design and integration through testing, launch, and post-launch support

  • Act as the primary technical advisor for clients, addressing integration challenges, product configurations, and data flows

  • Provide ongoing technical guidance post-launch, including best practices, troubleshooting, and optimization recommendations

  • Collaborate with Product and Engineering teams to represent customer needs and influence roadmap priorities

  • Create and maintain technical documentation, playbooks, and solution guides for both internal and external stakeholders

Experience

  • 2–4 years of experience in a client-facing technical role managing multiple projects (e.g., Solutions Consultant, Solutions Engineer, Implementation Manager, or Technical Account Manager)

  • Deep understanding of REST APIs, JSON, webhooks, data integrations, and SaaS platforms, ideally in fintech or tax-related solutions

  • Working knowledge of SQL and data analysis for troubleshooting

  • Proven track record guiding clients through pre-sales and post-sales technical lifecycles

  • Strong problem-solving skills with the ability to translate business requirements into scalable technical solutions

  • Excellent communication and presentation skills, with the ability to engage both technical and non-technical stakeholders

  • Nice to have: Experience in tax technology, payroll, or financial institutions

    In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.

Skills Required

  • 2-4 years of experience in a client-facing technical role managing multiple projects
  • Deep understanding of REST APIs, JSON, webhooks, data integrations, and SaaS platforms
  • Working knowledge of SQL and data analysis for troubleshooting
  • Proven experience guiding clients through pre-sales and post-sales technical lifecycles
  • Strong problem-solving skills and ability to translate business requirements into scalable technical solutions
  • Excellent communication and presentation skills with technical and non-technical stakeholders
  • Experience in tax technology, payroll, or financial institutions
  • Ability to verify identity and eligibility to work in the United States and complete employment eligibility verification

april Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about april and has not been reviewed or approved by april.

  • Parental & Family Support Parental leave is described as “top in the field,” indicating a strong emphasis on supporting new parents. This focus underscores an intent to help employees balance family and work during life events.
  • Leave & Time Off Breadth Unlimited PTO is explicitly offered for vacations, celebrations, and rest. This breadth of time off suggests flexible, year‑round recharge opportunities.
  • Fair & Transparent Compensation Multiple roles publicly list base pay ranges (e.g., Tax Analyst $75k–$95k; Senior Account Executive $145k–$165k base), providing clear targets at hire. Public bands increase visibility into expected base compensation.

april Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Lyon
63 Employees
Year Founded: 2021

What We Do

Integrating intelligent tax experiences wherever people make financial decisions.

Similar Jobs

SailPoint Logo SailPoint

Consultant

Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Remote or Hybrid
United States
2461 Employees
95K-160K Annually

EliseAI Logo EliseAI

Consultant

Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Real Estate
In-Office
New York City, NY, USA
550 Employees
200K-300K Annually

PagerDuty Logo PagerDuty

Consultant

Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software • Big Data Analytics • Automation
Easy Apply
Remote or Hybrid
USA
1200 Employees

BlackLine Logo BlackLine

Consultant

Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
Remote or Hybrid
USA
1810 Employees
100K-125K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account