Solutions Consultant (Business and Financial Operations)

Analyze and coordinate the schedule, timeline, procurement, staffing, and budget of a product or service on a per project basis. Lead and guide the work of technical staff. May serve as a point of contact for the client or customer.

Interact with customers, business executives, and stakeholders while managing and preparing sales reports. Responsible for identifying new business opportunities and assisting customers with their needs.

Communicate directly with existing and potential clients to understand their needs and make product or service recommendations. May need to make cold calls, assist in setting sales goals and strategies, handle complaints, and conduct negotiations.

Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.

Business Operations: Use keen critical thinking skills to evaluate business processes to discover areas for improvement. Typically requires collaboration with key stakeholders, development of process-improvement procedures, and implementation of strategies to achieve desired outcomes. May also require project management and performance monitoring. Financial Operations: Employ strong analytical skills to evaluate financial data, identify financial performance trends, assess financial risk, and make recommendations. Typically requires creating financial models, forecasting budgets and expenses, and researching economic conditions.

Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

Plan, initiate, and manage information technology (IT) projects. Lead and guide the work of technical staff. Serve as liaison between business and technical aspects of projects. Plan project stages and assess business implications for each stage. Monitor progress to assure deadlines, standards, and cost targets are met.

Maintain relationships with current target account’s leadership and decision-makers. Leverage the knowledge of the pre-sales team, marketing department, and other departments to initiate cold calls and marketing activities to engage new clients. Follow-up on leads generated by others and work to up-sell existing clients. Develop presentations to potential clients and follow-up to turn them into clients. Provide input and marketing campaigns and marketing material as well as marketing strategies. Keep an eye on the competition and develop a strong understanding of the company’s offered products and services.

Sell services to individuals or businesses. May describe options or resolve client problems.