Solution Consultant (Pre-Sales) - Chicago

Levelpath
Chicago, IL
On-siteCareer-pivot friendly

Who this role is best for

Strong fit for pre-sales consultants with B2B SaaS experience who thrive in cross-functional collaboration and complex enterprise environments.

Best fit for

  • Pre-sales consultants with 4+ years in B2B SaaS and a consultative mindset focused on customer outcomes.
    — “4+ years focused in pre-sales solution consulting with B2B SaaS applications”
  • Candidates experienced in leading enterprise POCs and managing multi-stakeholder evaluations.
    — “Own enterprise POCs and pilots from kickoff through evaluation completion”
  • Individuals comfortable with cross-functional collaboration and aligning internal teams with customer needs.
    — “Partner with Product, Engineering, and other internal specialists on architecture, integrations, data flows, security, and complex technical questions”

Things to consider

  • The role requires a candidate to be based in either San Francisco, Chicago, or New York City.
    — “based out of our San Francisco Headquarters, Chicago office, or New York City office”
  • Candidates must be prepared to represent the customer internally and influence product roadmap decisions.
    — “Represent the voice of the customer internally, delivering feedback to influence the roadmap and improve product”

How to stand out

  • Highlight your experience in leading structured evaluations and delivering tailored demos for enterprise clients.
    — “Design and deliver tailored demos and walkthroughs that map business processes to Levelpath capabilities”
  • Emphasize your ability to simplify complex topics for diverse stakeholders in your resume and interviews.
    — “Strong discovery, storytelling, and communication skills - able to simplify complex topics for varied audiences including in demos”
  • Showcase your ability to coordinate cross-functional teams and manage stakeholder expectations.
    — “Act as an extension of the customer’s team, managing expectations and aligning across stakeholders”
  • Demonstrate your experience in documenting customer requirements for seamless handoffs to implementation teams.
    — “Document requirements, success criteria, solution scope, and customer commitments for a clean handoff to the implementation team”
  • Quantify your success in driving deal momentum through solution evaluations and POCs.
    — “Guiding each evaluation from first conversation to decision”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • guide enterprise solution evaluations
  • conduct discovery with stakeholders
  • design and deliver tailored demos and walkthroughs
Typical background
4+ years focused in pre-sales solution consulting with B2B SaaS applications

Skills & requirements

Required

Pre-sales Solution ConsultingConfiguring Complex Enterprise Saas WorkflowsDelivering Tailored DemonstrationsLeading Structured Customer EvaluationsProject And Stakeholder Management

Preferred

Experience In The Procurement SpaceEarly Stage Startup Experience

Stack & domain

Pre-sales Solution ConsultingB2B Saas ApplicationsComplex Enterprise Saas WorkflowsTailored DemonstrationsStructured Customer EvaluationsEnterprise PocsPilotsArchitectureIntegrationsData FlowsSecurityProcurementFinanceLegalITDiscoveryStorytellingCommunicationConsultativeProactiveCustomer OutcomesContinuous ImprovementCross-functionalFlexibleTechnology

About the role

Original posting from Levelpath via Ashby

ABOUT THE ROLE

We’re hiring a Solution Consultant to lead enterprise customer evaluations. In this hands-on, customer-facing role, you’ll partner with GTM on discovery, tailored demos, workshops, and POCs, guiding each evaluation from first conversation to decision. You’ll blend technical acumen, process design, storytelling, and execution to help enterprise customers visualize what’s possible with Levelpath.

You’ll conduct deep discovery to uncover goals, craft tailored solution strategies, lead custom demos and workshops, and configure the platform to meet customer needs. If you thrive in fast-paced, customer-obsessed environments and want to help world-class organizations transform how they buy, this role offers the exposure, ownership, and growth trajectory to make a lasting impact.

This is a full-time position that will be based out of our San Francisco Headquarters, Chicago office, or New York City office.

WHAT YOU’LL DO

  • Guide enterprise solution evaluations in partnership with GTM, understanding customer needs and demonstrating business value to build alignment and deal momentum
  • Conduct discovery with stakeholders to understand customer goals, pain points, and success criteria
  • Design and deliver tailored demos and walkthroughs that map business processes to Levelpath capabilities
  • Own enterprise POCs and pilots from kickoff through evaluation completion, including success criteria, workflow configuration, stakeholder coordination, and a results readout
  • Document requirements, success criteria, solution scope, and customer commitments for a clean handoff to the implementation team
  • Partner with Product, Engineering, and other internal specialists on architecture, integrations, data flows, security, and complex technical questions, staying technically fluent without being expected to build every integration
  • Deliver sessions to audiences including Procurement, Finance, Legal, and IT
  • Act as an extension of the customer’s team, managing expectations and aligning across stakeholders
  • Lead the solution and functional portions of RFPs and RFIs, coordinating specialist answers on security, architecture, and integrations
  • Represent the voice of the customer internally, delivering feedback to influence the roadmap and improve product
  • Help scale repeatable processes, assets, and documentation

WHAT YOU BRING

  • 4+ years focused in pre-sales solution consulting with B2B SaaS applications
  • Hands-on experience configuring complex enterprise SaaS workflows
  • Experience delivering tailored demonstrations and leading structured customer evaluations, including enterprise POCs and pilots
  • Proven track record of partnering with GTM in large enterprise and multi-stakeholder environments
  • Demonstrated project and stakeholder management experience
  • Strong discovery, storytelling, and communication skills - able to simplify complex topics for varied audiences including in demos
  • A consultative, proactive mindset with a bias toward customer outcomes and continuous improvement
  • Comfortability working cross-functionally and flexibly in a high-growth, fast-paced setting

WHILE NOT REQUIRED, IT’S AN ADDED PLUS IF YOU HAVE:

  • Experience in the procurement space, with familiarity in sourcing, vendor management, or procurement operations
  • Experience at an early stage startup

The estimated annual OTE for this role is $140,000-190,000

Levelpath is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in our workplace.

Source: Levelpath careers (Ashby)

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