Solutions & Strategy Consultant

Boosted.ai is a fintech company headquartered in Toronto, Canada with offices in New York City and Nashville. We provide finance-specific AI tools that automate custom research workflows, analyzing data continuously from millions of sources, all tailored to the needs of our investment management clients. We are a well funded, post Series-B company - our lead investors are innovators and disruptors in financial and technology markets, including Spark Capital (Twitter, Slack, Affirm), Ten Coves Capital (Plaid, Sentieo, TouchBistro), Portage Ventures (Wealthsimple, Borrowell, Nesto), and RBC (Royal Bank of Canada).

Position Description

Boosted.ai is seeking a highly motivated, results-oriented Solutions & Strategy Consultant to join our rapidly growing team. In this role, you will work closely with our clients to understand their investment processes and technology needs, providing strategic consultation and designing tailored AI solutions using our platform.

You will initially focus on mastering our platform, delivering solutions to clients, and driving  pre-sales efforts. You will collaborate with internal teams to ensure the successful implementation of our platform, and help clients leverage advanced technologies to achieve their investment goals. You will also work cross-functionally with other teams to improve scalability and enhance conversion rates. As you grow in the role, you will be expected to take on more strategic responsibilities, such as influencing product development, driving and pitching cross-functional initiatives, and leading major client engagements. 

This is an excellent opportunity for an ambitious professional eager to build a career at the intersection of finance and cutting-edge AI technology. We’re looking for a candidate who is not only ready to meet today’s challenges but also driven to take on more complex leadership tasks, such as spearheading enterprise-level client relationships and explore new AI use cases for the financial industry. If you are a highly motivated, entrepreneurial self-starter with a natural curiosity—we’d love to chat!

What You'll Be Doing (Key Responsibilities)

• Develop Deep Expertise in Boosted.ai Solutions
  • Gain comprehensive knowledge of our platform, capabilities, and how they benefit clients.
  • Stay updated on the latest features and enhancements of our AI tools and market tools. Become a subject matter expert on LLMs, their capabilities, and limitations.
  • Understand the business drivers and be confident in delivering value statements to prospective clients within asset management, wealth management, investor relations groups, and global banks
  • Mentor team members or contribute to building and refining internal consulting processes.
• Become an Expert on Boosted.ai Sales Process
  • Build processes to track and maintain key metrics across client relationships and identify opportunities to scale processes and implement process improvements
  • Be an expert on CRM data, workflows, and reporting
  • Know and contribute to sales cycle efficiency and enablement  
• Client Engagement and Consultation
  • Engage with C-suite financial services executives, portfolio managers, and analysts to understand their investment processes, challenges, and objectives.
  • Provide strategic insights and recommendations on integrating AI and machine learning into their investment strategies.
  • Design and propose customized AI-driven agents that align with clients' needs and goals.
  • Quantify and demonstrate product value
• Solution Implementation 
  • Collaborate with clients and internal teams to build and deliver client solutions.
  • Conduct training sessions and workshops to educate clients on using our AI tools effectively.
  • You are the bridge between sales and account management, you enjoy getting clients to value and thrive in ambiguity.
• Client Relationship Management
  • Build strong, long-term relationships with clients, serving as a trusted advisor.
  • Monitor client satisfaction and proactively address any concerns or issues.
  • Identify opportunities for upselling or expanding the use of our solutions within client organizations.
• Market and Industry Analysis
  • Stay informed about industry trends, market dynamics, and competitive landscapes in AI and finance.
  • Provide internal updates on market research and insights to inform product development and strategy.
• Strategy & Cross-functional Collaboration
  • Lead cross-functional initiatives to improve client engagement and refine go-to-market strategies, driving measurable improvements in client conversion and revenue growth.
  • Work closely with sales, product, and development teams to relay client feedback and influence the product roadmap
  • Bridge the gap between Sales and CS, and work cross-functionally with marketing and BDR teams to enhance processes and improve leads.
  • Develop sales materials by providing subject matter expertise.
• Thought Leadership and Knowledge Sharing
  • Contribute to the creation of thought leadership content such as whitepapers, case studies, and webinars.
  • Represent Boosted.ai at industry events, conferences, and client meetings.

Who You Are (Skills and Attributes)

• Educational Background
• Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field; advanced degree (MBA or MS) preferred.
• Professional Experience
• 3+ years of experience in financial services, consulting, or a similar role, within fintech or AI/machine learning environments.
• Proven experience in client-facing roles involving finance or strategic consulting.
• Technical and Industry Knowledge
• Strong understanding of financial markets, investment strategies, and portfolio management.
• Familiarity with AI/machine learning technologies and their applications in finance.
• Proficient with tools such as Office, CRM systems, Slack, Zoom
• Excels in leveraging LLMs for novel use cases
• Skills and Competencies
• Excellent verbal and written communication and presentation skills.
• Ability to convey complex technical concepts to both technical and non-technical audiences.
• Strong analytical and problem-solving skills with a strategic mindset.
• Self-motivated with excellent time management and organizational skills.
• Ability to build and maintain strong relationships with clients and internal teams.
• Personal Attributes
• Entrepreneurial spirit with a proactive approach to identifying opportunities and driving results.
• Eager to learn and adapt in an extremely fast-paced, dynamic environment.
• Proven ability to find, recommend, and implement needle-moving changes
• Experience in process design and optimization
• Strong process management skills
• Ability to clearly define, manage, and communicate expectations both internally and externally. 
• Demonstrated ability to take initiative and contribute innovative ideas.
• Commitment to excellence and a high level of integrity.
• Willingness to travel.

Diverse Perspectives

We know that innovation thrives on product teams where diverse points of view come together to solve hard problems in ways that are just now possible. As such, we explicitly seek people that bring diverse life experiences, diverse educational backgrounds, diverse cultures, and diverse work experiences. Please be prepared to share with us how your perspective will bring something unique and valuable to our product teams.