- Understand customer billing models and configure co. contracts, pricing, metering, and invoicing accurately.

- Translate complex business requirements into clear, structured co. workflows and setups.

- Design solutions for complex billing, revrec and reporting processes, focused on outcomes rather than features.

Pre-Sales & Technical Discovery :

- Partner with Sales on live demos, sandbox setups, and RFP responses.

- Participate in discovery conversations with CTOs, CFOs, Controllers, VPs of Finance, and senior stakeholders, connecting customer needs to co's capabilities.

- Build and maintain demo environments that reflect real-world enterprise use cases.

- Support enterprise deal cycles and contribute meaningfully to deal outcomes.

Internal Coordination & Escalation :

- Act as the voice of the customer internally, sharing structured insights with Product and Engineering.

- Create clear handoff documentation when transitioning deals or use cases.

- Raise and follow through on time-sensitive issues to ensure momentum is never lost.

Documentation & Enablement :

- Create customer-specific solution documentation and onboarding references.

- Contribute to internal knowledge bases, enablement material, and product documentation.

- Communicate clearly - simple enough for a CXO, precise enough for technical teams.

Job Description :

- Must have 6+ years of relevant experience in Solutions Engineering, Pre-Sales, Technical Consulting, or similar customer-facing sales enabler role in a B2B SaaS environment

- Must have spent the last 3+ years continuously in a Solutions Engineer / Pre-Sales / Technical Consultant role, owning customer-facing solutioning, demos, and deal support

- Must have hands-on experience conducting technical discovery sessions, enterprise demos, sandbox setups, and POCs for mid-market and enterprise customers

- Must have experience supporting or co-owning enterprise deal cycles of $75k+ ACV, with multi-stakeholder sales processes (Finance, CFO, CTO CXO-level stakeholders)

- Must have strong solutioning experience, including configuring workflows, pricing, contracts, billing logic, and implementing technical demos of SaaS products.

- Must have a strong understanding of APIs, SaaS architecture, and system workflows, with the ability to reason through integrations and technical use cases

- Must have either CPA (or equivalent certification, CPA preferred)

- Must have worked in B2B SaaS companies, preferably in FinTech / Billing / ERP / RevOps domain