New York, NY (Hybrid or Remote)
💰 Base Salary: $180,000 + Bonus
Our client is a fast-growing SaaS company transforming how the private markets operate — from fund accounting and investor reporting to performance analytics and data-driven decision-making.
They’re expanding rapidly across North America and are looking for an experienced Solutions Consultant to join their team in New York.
🚀 The Role
As a Solutions Consultant, you’ll bridge the gap between technology and client outcomes — working closely with sales, product, and client success teams to translate business needs into practical, scalable solutions.
You’ll be part of a global, fast-paced environment where innovation meets institutional-grade discipline.
You will:
- Partner with sales teams to lead client demos and solution design sessions.
- Understand complex fund structures, reporting workflows, and investor data models.
- Map client requirements to platform capabilities and build tailored configurations.
- Support RFPs and business cases, demonstrating the platform’s value to CFOs, COOs, and investment operations teams.
- Provide thought leadership around private market technology trends.
🧠 What You’ll Bring
- 5–10 years of experience in financial technology, fund administration, or private markets (PE, VC, credit, or real assets).
- Strong background in solution consulting, presales, or implementation for enterprise SaaS.
- Excellent communication skills with a track record of engaging C-level stakeholders (CFOs, COOs, Heads of Investor Relations).
- A consultative mindset — able to understand business goals and translate them into actionable product solutions.
- A passion for innovation and helping financial institutions embrace smarter, digital workflows.
🌎 Why Join
- Be part of a 50% year-on-year growth story with a global client base.
- Work alongside some of the brightest minds in private markets technology.
- Competitive compensation package with equity upside.
- Culture built on autonomy, curiosity, and collaboration.
👉 Ready to make an impact in one of the fastest-evolving corners of fintech?
Apply confidentially or reach out directly for a private conversation.
