Solutions Consultant

About the role

You are a solution-focused problem solver who dives deep into complex procurement challenges and learns quickly to turn insights into action. You will own the end-to-end customer journey from initial discovery through implementation and ongoing value realization. This role gives you ownership of customer outcomes by mapping strategic paths and driving measurable progress on their most critical procurement objectives. You will thrive in intelligent, collaborative teams where shared milestones fuel motivation and healthy debate. Fast iteration and real feedback from both customers and colleagues will guide your work and sharpen your impact. You are an early riser ready to embrace the next adventure in scaling an AI-driven procurement platform. Your curiosity and ownership will directly shape how global enterprises unlock savings and clarity through Levelpath.

Key facts

What you'll do

• Build deep, lasting relationships with our existing and future customers by understanding their strategic priorities and procurement realities.
• Advise and support the implementation of Levelpath, guiding customers through configuration, adoption, and realization of platform value.
• Help plan, build, optimize, and scale our processes, assets, and systems, including Zendesk and Salesforce, to serve enterprise accounts efficiently.
• Develop best practice guides and product documentation that clarify workflows, enable self-service, and support customer success.
• Identify champions and build relationships with key business stakeholders within customer accounts to drive alignment and sponsorship.
• Drive new solution offerings to our customers by collaborating directly with the sales team on needs, positioning, and proof points.
• Bring new products to market by partnering closely with product and engineering teams to translate customer needs into executable solutions.
• Represent the voice of the customer in product asks, ensuring roadmap decisions reflect real-world procurement challenges and opportunities.
• Drive and support customer health via adoption metrics, usage patterns, and outcome tracking to ensure ongoing value.
• Collaborate with customers to define their success metrics and translate their feedback into actionable input for our development team.
• Maintain a meticulous, detail-oriented approach to documentation, scoping, and communications across all customer interactions.
• Proactively surface risks, dependencies, and cross-functional requirements so solutions remain robust and scalable.
• Partner with customer success and delivery teams to align timelines, expectations, and handoffs for smooth implementations.
• Continuously refine your own playbooks, toolsets, and methodologies based on results and evolving best practices.

Requirements

• Demonstrate empathy, patience, and a sense of urgency when supporting customers through complex procurement initiatives.
• Bring a minimum of 6+ years of professional experience, with at least 4 years in a direct customer-facing role such as customer success, implementation, or solutions consulting.
• Show a proven track record of problem-solving with meticulous attention to detail in fast-paced, ambiguous environments.
• Possess strong written and verbal communication skills to articulate complex ideas clearly to diverse stakeholders.
• Hold a Bachelor of Arts or Bachelor of Science degree or equivalent practical experience.
• Exhibit stellar organizational skills and a demonstrated ability to improve processes, tools, and workflows.
• Comfortably manage multiple workstreams, shifting priorities, and competing deadlines without compromising quality.
• Thrive in a fast-paced, dynamic environment where agility, adaptability, and resilience are essential.
• Collaborate effectively with stakeholders across product, engineering, sales, and customer success functions.
• Maintain an effective collaboration and self-starter mindset, taking initiative to drive projects forward with limited supervision.
• Be available for some travel when the time comes to visit customers and deepen relationships on-site.
• Have experience working with B2B SaaS products in high-velocity, enterprise-focused environments.
• Comfortably navigate procurement terminology, processes, and stakeholder dynamics across complex organizations.
• Commit to representing Levelpath's values and standards in all customer interactions and internal partnerships.

Nice to have

• Experience developing and delivering training, enablement content, or customer workshops.
• Familiarity with procurement workflows, sourcing, contracting, or payment processes.
• Background working with global enterprise customers across multiple regions or time zones.
• Knowledge of CRM and ticketing systems such as Salesforce and Zendesk.
• Contributions to open source, public writing, or community engagement in the procurement or technology space.

Practical notes

This role is full-time and based in our San Francisco headquarters. Some travel will be required when necessary to meet customer needs. As an equal opportunity employer, we remain committed to diversity, equity, and inclusion throughout our hiring practices.