BUSINESS SOLUTIONS CONSULTANT JOB DESCRIPTION

A Business Solutions Consultant translates a prospect's operational pain into a structured software case. The role sits between the sales team and the client organization, owning the diagnostic and demonstration phases that determine whether a deal advances. Unlike a Pre-Sales Engineer, who validates technical fit, or a Solutions Architect, who designs the post-sale build, this role owns the financial and business-process analysis that quantifies uplift and justifies purchase decisions. That analytical ownership requires fluency with large-scale transaction datasets and the judgment to connect findings to C-suite priorities.

As the Business Solutions Consultant, you lead pre-sales engagements from initial diagnostic through solution recommendation, ensuring every proposed software configuration is grounded in quantified business impact for the prospect. You operate across the full sales pursuit team, working alongside account executives, product managers, and implementation leads to align client business goals with platform capabilities before contracts are signed.

Career Impact: Owning the quantitative business case in enterprise SaaS pre-sales builds a track record of measurable revenue influence that distinguishes you from generalist consultants in the B2B software market.

Business Impact: Prospects rely on your financial modeling and custom demonstrations to commit multi-year SaaS contracts, making your analysis the direct determinant of pipeline conversion at the enterprise tier.

Growth Opportunity: The diagnostic and solution-scoping skills developed here are the foundation for progression into Lead Consultant, Solutions Director, or enterprise product strategy roles as platform portfolios expand.

• Conduct pre-sales diagnostic assessments of prospect transaction data to identify and quantify operational improvement opportunities.
• Design and deliver customized software demonstrations tailored to the specific business challenges and stakeholder audience of each prospect.
• Analyze prospect business processes and financial performance to build a structured case for SaaS implementation and expected outcomes.
• Partner with account executives and product management to translate client feedback into actionable product enhancement recommendations.
• Lead cross-functional discovery sessions with executive, operations, and IT stakeholders to surface requirements and validate solution scope.
• Respond to RFP and RFI submissions with technically accurate, commercially compelling solution proposals within agreed timelines.
• Monitor post-engagement outcomes and relay client-driven insight to internal teams to refine solution positioning and future release priorities.

• Bachelor's degree in Business, Computer Science, Information Systems, or a related analytical field, or equivalent work experience.
• 3 or more years of consultative pre-sales, business consulting, or solutions advisory experience, with direct client-facing responsibility.
• Demonstrated ability to analyze large transaction or operational datasets and translate findings into financial impact narratives for senior stakeholders.
• Experience leading software demonstrations and structured discovery workshops across multi-level client audiences including C-suite and operations leaders.
• Strong business process design skills, including the ability to map current-state workflows and recommend SaaS-based improvement approaches.
• Proven written and verbal communication skills, with experience producing executive-ready presentations, proposals, and business case documentation.
• Ability to manage multiple concurrent engagements and prioritize deliverables across sales, product, and client teams without close supervision.

• Prior experience in pre-sales or solution consulting roles within B2B manufacturing, distribution, insurance claims, or financial performance management verticals.
• Familiarity with software development lifecycle concepts, agile methodologies, or SaaS implementation project structures.
• Graduate degree (MBA or master's in a technical or analytical discipline) or equivalent advanced consulting credential.
• Experience working with data visualization platforms or SQL-based reporting environments to support business case preparation.

• Pipeline conversion rate on consultative pre-sales engagements, measuring deals advanced after solution demonstration.
• Financial uplift accuracy, comparing projected client benefit estimates against measured outcomes at implementation close.
• RFP response turnaround time, reflecting how consistently proposals are delivered within committed SLA windows.
• Discovery-to-demo cycle length, tracking how efficiently diagnostic findings are translated into a scoped demonstration.
• Client-reported requirement capture rate, measuring the proportion of stated needs accurately reflected in the final proposal.
• Typical tools: business intelligence and data analysis (commonly Tableau or equivalent); presentation and productivity (commonly PowerPoint, Excel)

• Base Salary Range: $95,000 to $135,000 annually, depending on experience and geography
• Bonus: Variable performance bonus, typically 10% to 20% of base tied to pipeline and deal outcomes
• Equity: RSUs or stock options common at growth-stage and public SaaS companies
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by company size
• PTO: 15 to 20 days annually; many SaaS employers offer flexible or unlimited PTO policies
• Common Perks: Home office stipend, travel reimbursement, professional development budget, conference attendance

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background check completion is required as a condition of employment for all positions. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to applicants and employees with disabilities upon request. Candidates must be authorized to work in the United States at the time of hire.

The Business Solutions Consultant owns the end-to-end pre-sales process for prospective B2B customers, leading diagnostic analyses of large-scale transaction data to identify and quantify opportunities across manufacturing and distribution. Working alongside product management and senior stakeholders, the role shapes solution recommendations and custom software demonstrations that directly translate into measurable financial uplift for clients.

Key Responsibilities

• Work with prospective B2B customers to identify specific areas where problems are being experienced.
• Quantify the impact of identified problems and the potential benefits of solving them.
• Lead pre-sales diagnostic activities, analyzing large-scale transaction data to identify and quantify potential opportunities.
• Specify and prepare custom software demonstrations tailored to each customer's business needs.
• Communicate solution recommendations and expected financial uplift to senior business leaders and stakeholders.
• Develop and deliver compelling software demonstrations independently to a broad set of project stakeholders, including senior business executives.
• Describe the technology stack, integration capabilities, reporting capabilities, core application features and functions, and data science capabilities.
• Facilitate client engagements across a broad range of executive, sales, pricing, and IT stakeholders in pre-sales activities.
• Provide customer-driven insight to the product management team about feature and function enhancements for software solutions.

Required Qualifications

• Bachelor's degree in a technical, financial, or business field with an analytical focus.
• MBA or master's degree is desired.
• 5–10 years of high-impact experience in customer-facing, consultative, problem-solving roles in B2B manufacturing and distribution.
• 2–4 years of front-line strategy, pricing, or business process consulting experience in B2B manufacturing and distribution.
• 1–3 years of software or technology experience, preferably with a SaaS-based, analytics-intensive software solution provider in a pre-sales role.
• Experience with data visualization tools is a plus, specifically Tableau.
• Cross-industry experience is a plus, specifically in B2B or B2C pricing and sales-effectiveness-related roles.
• Strong diagnostic, problem-solving, and analytical skills, including business consulting, technology assessments, math and statistics modeling, and financial analysis.
• High integrity, high energy, and a strong team-centered work ethic.
• Willingness to travel an average of two to three days per week.

Embedded within the network operations and value-based care team, the Business Solutions Consultant delivers comprehensive project plans and data-driven recommendations that enable contractual agreements with providers and align network programs to business outcomes. Working closely with cross-functional stakeholders across member, provider, product, and regulatory domains, the role builds the analytical foundation that supports information strategy decisions and drives operational readiness.

Core Functions

• Lead the operations readiness of network programs.
• Develop and manage the operations readiness approach and an end-to-end plan that enables contractual agreements with providers.
• Analyze complex business problems and issues using data from internal and external sources to provide insight to decision-makers.
• Define provider contractual and network needs, determine an operations solution, and develop a plan for program delivery.
• Lead cross-functional team discussions to address business issues and operations readiness details.
• Produce comprehensive project plans and reports for analysis using system reporting tools.
• Write business recommendations for new information-based solutions, equating business outcomes with cost-benefit analysis and tangible metrics to support contract network alignment.
• Develop business cases and related financial analysis to support information strategy decisions.
• Gather and document business requirements in support of information-related strategies.
• Create and deliver presentations to inform and influence stakeholders.

Qualifications & Experience

• Bachelor's degree in computer science, information systems, business administration, or mathematics.
• Experience gathering and assessing business information needs and preparing system requirements.
• Experience interacting successfully with management and staff across multiple departments.
• In-depth knowledge and experience in value-based care operations and implementation.
• Knowledge of healthcare legislation and CMS value-based care government programs.
• Knowledge of various software development processes, including requirements gathering, analysis and design, agile methodologies, and associated tools and technologies.
• Strong financial aptitude with the ability to develop financial literacy support materials.
• Ability to define information strategy and assist business areas in leveraging information across member, provider, product, and regulatory domains.
• Clear and concise verbal and written communication skills.
• Ability to effectively manage multiple workstreams simultaneously.
• Proficiency with Microsoft Office, including Excel, PowerPoint, Word, and Visio, as well as expertise in executive dashboard reporting.

Reporting to senior leadership, the Lead Business Solutions Consultant leads cross-functional teams across sales, marketing, engineering, and data analytics to deliver enterprise SaaS and hardware solutions with measurable program outcomes. Partnering with product and client-facing teams, this role builds domain expertise and shapes the client lifecycle to drive operational efficiency and continuous program improvement.

Primary Duties

• Deliver products and strategies to support internal customer and compliance solutions.
• Work cross-functionally with sales, marketing, business acceleration, business technology, and engineering to capture requirements for future releases and share insights on current releases.
• Analyze the competitive landscape and validate enterprise opportunities using data to guide decisions.
• Provide leadership for strategic, technical, marketing, and lifecycle management of enterprise SaaS and hardware solutions.
• Ensure operational readiness as new solutions are rolled out, focusing on communication with clients and knowledge transfer to the program management team.
• Build domain expertise throughout the team for tools and solutions.
• Manage product quality and improvement requests and represent the voice of the client to product teams.
• Promote the concept of service as a product, using program data and standard methodologies to provide clients with valuable insights into how to drive their programs.
• Partner with the data analytics team to ensure the right data is delivered to match client needs as safety programs progress.
• Measure relevant metrics to continually improve the business.
• Serve as process owner for the client lifecycle, identifying areas of waste and inefficiency and driving improvements.

Skills & Qualifications

• Bachelor's degree in business or a technical subject area.
• Graduate degree is a plus.
• 7+ years of experience with a proven track record of leading teams to deliver valuable enterprise programs.
• Solid experience successfully leading projects involving organizational process and technology change.
• Strong knowledge of software development lifecycle processes and methodologies.
• Strong customer orientation with demonstrable experience building products that meet customer needs.
• Effective use of data-driven decision-making in a collaborative team environment.
• Expert verbal and written communication skills.
• Strong planning and organizational skills.

Sitting at the intersection of finance system implementation and client relationship management, the Business Solutions Consultant supports CCH Tagetik configuration and customization projects across small, mid-sized, and large clients by translating business requirements into system requirements. Operating across consulting, development, and client-facing workstreams, the role maintains trusted client relationships that are vital to project success and ensures client business goals are understood and met.

Duties

• Support the lead in CCH Tagetik implementation and customization projects for small, mid-sized, and large clients.
• Configure, build, and set up all features and functions for software implementations, translating business requirements into system requirements.
• Document all relevant client and project information, system changes, and project hours worked.
• Provide detailed reports of work completed to clients regularly.
• Develop trusted client relationships vital to the success of the project, maintaining an understanding of client business goals and challenges.
• Act as client advocate with internal teams to ensure client needs are understood and met.

Requirements

• Bachelor's degree in economics, management engineering, business informatics, computer engineering, computer science, or equivalent.
• Minimum experience in consulting, business analysis, or data analysis.
• Proven industry experience in either a consultancy or within an end user's finance department as a system administrator.
• Ability to understand business requirements and feedback from the market.
• Good technical skills with demonstrated ability to develop data integration processes, build SQL tables, build dimensions and cubes, design ETL processes, and write SQL queries.
• Knowledge of enterprise systems with hands-on experience.
• Strong interpersonal and communication skills with the ability to work effectively in a team environment.
• Fluent oral and written communication skills in English and Italian.
• Good analytical and problem-solving skills with the ability to handle and prioritize multiple simultaneous tasks.

A key member of the advice technology team, the Business Solutions Consultant leads the administration, support, and improvement of Xplan and Wealth Central platforms across a financial planning organization. Collaborating across business stakeholders and advice technology teams, the role builds requirements, manages client data migrations, and ensures technology deployments meet business requirements without defects.

Functions

• Provide specialized support to all users of advice technology applications, including Xplan and Wealth Central queries.
• Identify, report, and resolve issues related to advice technology applications.
• Assist in the administration of Xplan sites where required.
• Engage stakeholders on support issues and processes.
• Manage client data migrations to and from Xplan.
• Design and document specifications for system changes to improve quality, efficiency, and business project requirements.
• Participate in advice initiatives as an advice technology subject matter expert.
• Manage initiatives to ensure delivery remains on track, including meeting deadlines in accordance with the plan.
• Assist business stakeholders to build requirements that can be handed over to advice technology teams to create efficiencies, reduce waste, and avoid rework.
• Develop, execute, and document testing plans to ensure technology deployments meet business requirements without defects.

Experience & Qualifications

• Diploma of Financial Planning (RG146).
• Minimum three years of experience using Xplan, preferably in a system administration and solution design role.
• Administration experience in a financial planning office is ideal.
• Strong desire to work within the financial planning industry.
• Customer service-centered approach.
• Demonstrated ability to work across teams to achieve outcomes.

Sustainable growth for wealth management firms depends on the Business Solutions Consultant, who delivers proprietary coaching programs and strategic book analysis to help advisors build efficient, profitable practices across North America. Based within Russell Investments' North America Advisor and Intermediary Solutions business, this role shapes practical content and guides advisor implementation across RIA, brokerage, insurance, banking, and family office segments.

Accountabilities

• Deliver content to assist in coaching advisors in the implementation of proprietary programs across North America.
• Conduct strategic analysis of client book information to create appropriate client-level guidance on firm efficiency and team member role alignments.
• Communicate comparative advantages in practice management.
• Deliver the full suite of business solutions advisor coaching programs and tailored advice to wealth managers across North America.
• Support advisors' implementation and execution with systematic coaching and follow-up.
• Participate in the creation of practical new content, including modules, tools, and presentations, reflecting forward-thinking on advisor best practices.
• Support field delivery of practice management content via training of the sales team.

Technical Qualifications

• Series 7 and Series 66/63 licenses.
• Minimum five years of direct industry experience.
• In-depth knowledge of the asset management and wealth management industry, especially its regulatory standards.
• 5+ years of fundamental understanding of effective business management and consulting strategies for wealth managers and investment advisors.
• Understanding of complex organizational challenges with the ability to recommend effective solutions.
• Understanding of trends in wealth management.
• Ability to work in multiple markets, including the USA and Canada, and across advisory segments such as RIA, brokerage, insurance, banking, and family office.
• Outstanding communication and presentation skills, both in group and one-on-one settings.
• Excellent problem-solving skills, outstanding follow-through, and a collaborative team-player orientation.
• Self-directed with the ability to manage travel, speaking engagements, client contact, tasks, and projects.

As the Business Solutions Consultant, this role leads complex software and consulting pre-sales engagements for the APAC Ambit Asset Finance business, delivering product demonstrations, proposals, and solution designs that address client business and functional requirements. The APAC sales team relies on this work to maintain competitive market awareness, support RFI and RFP responses, and develop new business opportunities across the asset finance sector.

Activities

• Deliver pre-sales presentations and solution demonstrations.
• Provide coverage at annual trade shows and client events.
• Provide technical and functional expertise throughout the pre-sales process in collaboration with the sales team.
• Identify, qualify, and document clients' business and functional requirements to obtain initial project estimates, identify solution gaps, and communicate findings to product management.
• Respond to RFI, RFP, and client queries in a timely and professional manner.
• Develop new business opportunities and interface with product management, professional services, support, and development teams.
• Monitor industry trends, drivers, and regulatory initiatives, and maintain awareness of competitive offerings and their differentiators in the market.
• Provide input into the product management group for the EMEA market.

Position Requirements

• Financial services industry experience.
• Previous experience presenting solutions to clients.
• Analytical and consultative approach to client engagements with the ability to quickly establish key facts and requirements to evaluate and propose solutions to business problems.
• Understanding of the entire sales cycle, from market research through to contract signing.
• Ability to communicate effectively with multiple levels within a client organization, from users to executive leaders.
• Good grasp of technology and technical concepts.
• Excellent written and verbal communication skills.
• Ability to organize, prioritize, and manage multiple tasks.
• Equally comfortable working independently or as part of a team.

Business Solutions Consultant shapes cloud architecture recommendations and Microsoft business application solutions for corporate customers, supporting the full cycle from pre-sales demonstration through implementation coordination and milestone reviews. Success in the position means managing cross-functional relationships across internal development owners, external service delivery partners, and client stakeholders to ensure solutions are delivered in scope, on schedule, and within budget.

Operational Focus

• Collaborate with sales specialists for customer relationship building and sales lead generation.
• Conduct system demonstrations and presentations on business application solutions.
• Convey workshops to potential customers and channel partners to promote business solutions.
• Propose competitive business solutions, considering business requirements, licensing, and development efforts in Microsoft business application platforms.
• Source, evaluate, and propose vendors for additional customer requirements beyond internal and pre-engaged solution partners.
• Set up development and user testing environments for system pilots and proof of concept.
• Consult with the development team on solution design feasibility and estimation.
• Engage in negotiation for pricing and legal terms.
• Mobilize and coordinate project kick-off to ensure a smooth transition from pre-sales to service delivery.
• Engage in the system implementation stage as an escalated coordinator, liaising with internal development owners and external technical service delivery counterparts.
• Conduct milestone progress reviews with post-sales project leads to ensure user requirements are delivered in scope, on schedule, with quality, and within budget.
• Manage change requests with customers, internal development team owners, and external partners when issues and discrepancies arise.

Knowledge Skills & Abilities

• Bachelor's degree in computer science, business, or a related field.
• Azure certification is an added advantage.
• At least three years of related experience in IT services, cloud, or the telecommunications industry.
• Experience in selling infrastructure and cloud business solutions is preferred.
• Microsoft development platform experience.
• Project management experience is a plus.
• Ability to communicate with people across different functions and levels within an organization.

The Business Solutions Consultant produces targeted analyses of clients' financial and operational performance to identify improvement opportunities and design SaaS implementations appropriate to auto and casualty insurance claims operations. Working alongside account teams and prospective clients, this role advances measurable outcomes by translating complex business requirements into scalable solutions that improve customer satisfaction, indemnity accuracy, and operational efficiency.

Key Deliverables

• Leverage strategic and operational business consulting skills to help clients improve claim outcomes, operational efficiencies, and customer service.
• Partner with prospective and current customers to identify and evaluate opportunities for performance improvement.
• Analyze clients' financial and operational performance, evaluate business processes and operations, and recommend solutions to improve customer satisfaction, indemnity accuracy, and operational efficiency.
• Partner externally with clients and internally with account teams to design target SaaS implementations appropriate to client businesses, with corollary solutions that address existing conditions and scale for future opportunities.
• Assess outcomes and highlight benefits for clients on an ongoing basis.

Professional Experience

• An undergraduate degree is required.
• Two to four years of experience in a management consulting or technology consulting environment focused on operational engagements.
• Functional or industry experience in management consulting with auto and casualty insurance verticals, specifically claims process and operations, is highly preferred.
• Business process design and complex business modeling experience, with ease and comfort leveraging data to draw and support conclusions from analysis.
• Adept at business case requirement gathering, including the ability to draw out necessary data by asking questions that lead to meaningful conclusions.
• Ability to identify and evaluate performance improvement opportunities, leveraging financial and operational metrics.
• Exceptional communication and presentation skills.
• Advanced proficiency in Excel and PowerPoint, with the ability to draw insights from large data sets.
• Ability to collaborate and influence internally across functional and technology service groups.

Embedded within the pre-sales and solutions team, the Business Solutions Consultant develops and maintains strong knowledge of Microsoft Dynamics solutions to address business management application needs for prospective corporate customers across the full sales cycle. Working closely with prospects, existing customers, and internal stakeholders, the role manages negotiations, RFP responses, and trade representation to build lasting client relationships and drive successful agreement outcomes.

Areas of Ownership

• Build and maintain strong knowledge of Microsoft Dynamics solutions and technologies.
• Provide answers to inquiries concerning business management applications and offer consultation to prospective corporate customers.
• Arrange and participate in meetings with potential customers to identify and define business needs and requirements.
• Prepare proposals and replies to RFPs.
• Conduct presentations and demonstrations.
• Maintain business correspondence throughout the pre-sales, sales, and after-sales processes in a quality and timely manner.
• Maintain and develop relationships with prospects and existing customers.
• Negotiate all details and terms of agreement with customers.
• Use advanced business management tools, including CRM and ERP platforms.
• Represent the organization at trade exhibitions, events, and demonstrations.

Education & Experience

• Relevant university degree.
• Experience with a record of success in solutions or services sales in a project-oriented setting.
• Knowledge and understanding of main business processes.
• Strong influencing and communication skills with excellent presentation skills.
• Fluency in Albanian and English.
• Computer literacy with excellent skills in Microsoft Word and Microsoft Excel.