Solution Consultant (Pre-Sales) - San Francisco

Levelpath
San Francisco, CA
On-site

Who this role is best for

Pre-sales professionals with enterprise B2B SaaS experience and strong stakeholder management skills will find this role's focus on customer evaluations and cross-functional collaboration rewarding.

Best fit for

  • Candidates with 4+ years in pre-sales consulting for B2B SaaS platforms and a history of managing enterprise-level projects
    — “4+ years focused in pre-sales solution consulting with B2B SaaS applications”
  • Individuals who can act as a bridge between customer needs and internal product teams, with a consultative mindset
    — “Represent the voice of the customer internally, delivering feedback to influence the roadmap and improve product”
  • Professionals with a track record of leading structured evaluations and POCs in multi-stakeholder environments
    — “Experience delivering tailored demonstrations and leading structured customer evaluations, including enterprise POCs and pilots”

Things to consider

  • The role requires a strong ability to simplify complex technical topics for non-technical stakeholders
    — “Strong discovery, storytelling, and communication skills - able to simplify complex topics for varied audiences including in demos”
  • Candidates should be prepared for a high-growth environment with multiple office locations
    — “This is a full-time position that will be based out of our San Francisco Headquarters, Chicago office, or New York City office”

How to stand out

  • Highlight experience in configuring enterprise SaaS workflows and leading customer evaluations in your resume and interviews
    — “Hands-on experience configuring complex enterprise SaaS workflows”
  • Emphasize your ability to translate customer pain points into solution strategies and business outcomes
    — “Guide enterprise solution evaluations in partnership with GTM, understanding customer needs and demonstrating business value to build alignment and deal momentum”
  • Showcase your cross-functional collaboration skills, particularly with Product, Engineering, and other specialists
    — “Partner with Product, Engineering, and other internal specialists on architecture, integrations, data flows, security, and complex technical questions”
  • Demonstrate your ability to deliver sessions to diverse departments like Procurement, Legal, and IT
    — “Deliver sessions to audiences including Procurement, Finance, Legal, and IT”
  • Include examples of how you've helped scale repeatable processes or documentation in prior roles
    — “Help scale repeatable processes, assets, and documentation”
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
  • own enterprise poc and pilots
Typical background
4+ years of experience in pre-sales solution consulting with b2b saas applications

Skills & requirements

Required

Solution ConsultingEnterprise Customer EvaluationsDiscoveryTailored DemosWorkshopsPocConfigurationArchitectureIntegrationsData FlowsSecurityComplex Technical Questions

Preferred

Procurement SpaceEarly Stage Startup Experience

Stack & domain

Pre-sales Solution ConsultingComplex Enterprise Saas WorkflowsTailored DemonstrationsStructured Customer EvaluationsEnterprise Pocs And PilotsArchitectureIntegrationsData FlowsSecurityConsultativeProactiveCustomer OutcomesContinuous ImprovementCross-functionalFlexibleProcurementSourcingVendor ManagementProcurement Operations

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 $150,000-200,000

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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