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UpshopPosted 1 month ago

Solutions Consultant

On-siteAustin, Texas, United States

Full TimeMedium

Job Summary

Partner with sales teams to uncover customer requirements, draft Statement of Work (SOW) deliverables, and present compelling solution roadmaps that align with business objectives. Lead discovery sessions, demonstrate Upshop's platform capabilities, and translate technical expertise into actionable execution plans for retail operations. Collaborate with internal product and engineering teams to ensure solution alignment while providing prompt handoffs to Project Teams and Customer Success Managers. This role requires 3+ years of solutions or presales consulting experience, up to 30% travel, and a base salary plus commission.

Required Qualifications

  • 3+ Years of relevant solutions or sales consulting experience
  • Experience in a retail operation, presales, or implementation consulting role at a SaaS company managing large enterprise customers
  • Experience in customer support, including preparation of PowerPoint presentations, RFP responses, Scripted and Unscripted demos, business case development, Leading Discovery Design Session and/or implementation
  • In-depth understanding of multiple retail enterprise solutions, with an emphasis on POS, OMS, Sales Audit, CRM/Loyalty, Merchandising, Allocation & Replenishment, and Analytics
  • Familiarity with CRM, Marketing Automation, Business Intelligence and Social Media
  • Up to 30% Travel Required
  • Remote Meeting Camera Mandatory

Desired Qualifications

  • Ability to explain complex concepts in a clear and understandable way
  • Speaks our customers' language
  • Clear communicator who can command a room from a C-suite down to a practitioner
  • Presentation skills being as comfortable in front of a Screen as you are with a whiteboard/in person podium presentation
  • Excellent presentation skills with experience demonstrating software products to customers with the skills to communicate the value a product brings over features a product offers
  • Aptitude for finding solutions to meet customer needs based on our modules
  • Works well with customers and internal teams to achieve common goals
  • Understanding and addressing customer needs and ensuring their satisfaction
  • Subject Matter Expertise (SME) in Upshop's Customer Journey and the Upshop platforms
  • Keep current on industry trends and product enhancements that will help customers
  • Continuously leverage internal learning and competitive intelligence to enhance presentations and demonstrations
  • Maintain demo environment scenarios including enhancements released to showcase product
  • Partner with sales team to meet with customers to understand their business requirements and challenges
  • Gather information to address specific needs / understand gaps
  • Helps sales team build a business case for how our modules will be set up and used by customer and how to realize potential ROI for customer
  • Recommends a design / configuration aligns with the customer's objective
  • Responsible for demoing compelling solutions to address a customer's key business challenges and presenting a desired future state and delivers a competitive advantage with measurable outcomes
  • Lead and document discovery sessions to understand the customer's business objectives and desired outcomes
  • Consult customers on best practices for implementing Upshop solutions
  • Present a vision of the solution, meeting the customer's requirements that will drive adoption and growth
  • Assist the sales team and customer account managers on scoping SOWs
  • Responsible for drafting SOWs including deliverables for assigned projects
  • Lead scoping calls and make recommendations on scope to Customers and the revenue team
  • Works with both internal teams and the customer teams to ensure the solution is correctly implemented
  • Provide guidance and support throughout the sales process
  • Provide prompt and detailed handoffs to Project Teams and Customer Success Managers (CSM) to deliver against the proposed solution

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