Senior Platform Solution Consultant, Pre-Sales

About the role

This position is a key technical role within Socure's sales team, acting as the primary technical contact during the sales process for Socure's orchestration platform. You will be responsible for guiding potential clients through technical discussions from the initial contact stage all the way to contract signing, ensuring that their needs are accurately understood and addressed. A significant part of this role involves building and configuring decisioning workflows on the platform, requiring hands-on technical work rather than solely providing presentations or demos. You will collaborate closely with sales teams, product, and engineering to translate customer requirements into effective technical solutions, helping to close complex enterprise deals. This role demands a proactive approach, technical expertise, and excellent communication skills to manage multiple deals simultaneously and ensure customer success.

Key facts

What you'll do

• Manage a pipeline of over 20 active deals concurrently, working in close partnership with Account Executives to drive technical engagement and facilitate deal progression.
• Lead discovery sessions with large financial institutions and other enterprise clients, gathering detailed requirements and translating them into tailored solution designs that leverage Socure's platform capabilities.
• Negotiate and architect integration solutions, considering various technical constraints, client infrastructure, and buyer preferences to ensure seamless deployment.
• Develop mutual action plans with sales teams, identifying potential obstacles early and devising strategies to overcome them, thereby accelerating deal closure.
• Demonstrate the no-code decisioning platform to a diverse range of audiences, including VPs of Fraud, risk managers, staff engineers, and technical stakeholders, effectively communicating the platform's value and capabilities.
• Collaborate with product and engineering teams by clearly communicating customer requirements, providing feedback, and advocating for feature enhancements or adjustments needed to meet client needs.
• Configure identity, fraud, and device signals within the RiskOS Platform to create live decisioning workflows that can be tested and refined before deployment.
• Define decision thresholds, branching logic, fallback procedures, and step-up rules to develop production-ready decision flows that meet client specifications and compliance standards.
• Ensure a smooth transition from pre-sales to post-sales and technical project management teams by providing comprehensive documentation, configuration details, and support during onboarding.
• Stay informed about platform updates, new features, and industry trends to continuously improve your technical expertise and solution offerings.
• Support the sales team during technical negotiations and presentations, providing expert insights that help close deals efficiently.
• Assist in developing technical proposals, RFP responses, and proof-of-concept demonstrations that showcase the platform's capabilities.
• Maintain strong relationships with clients throughout the sales cycle, ensuring their technical needs are met and expectations are managed effectively.
• Contribute to internal knowledge sharing by documenting best practices, configurations, and lessons learned from client engagements.

Requirements

• At least 6 years of total professional experience, with a minimum of 3 years in a customer-facing technical sales role such as Solutions Consultant, Sales Engineer, or Solutions Architect.
• Proven track record managing complex enterprise deals valued over $500K ACV, often involving sales cycles of 6-12 months and multiple stakeholders across different departments.
• Practical experience configuring, demonstrating, or deploying SaaS platforms as part of the sales process, with a focus on hands-on technical work rather than just delivering slide presentations.
• Strong communication skills, capable of engaging both technical teams and executive-level stakeholders effectively.
• Familiarity with APIs, JSON, and basic SQL, along with an understanding of distributed systems concepts to discuss technical integrations confidently.
• Demonstrated proactive ownership and problem-solving skills, with the ability to independently identify issues and develop solutions.
• Excellent prioritization and organizational skills to manage multiple deals and shifting priorities efficiently.
• Willingness to travel up to 30% for on-site meetings, customer visits, business reviews, and key stakeholder engagements.
• Ability to work collaboratively in a team environment and coordinate with cross-functional teams to achieve sales and technical objectives.

Nice to have

• Experience in fraud detection, identity verification, decisioning, risk management, KYC/AML, or fintech infrastructure.
• Familiarity with no-code or low-code orchestration platforms and decisioning engines, understanding how these tools integrate into enterprise workflows.
• Knowledge of enterprise integration patterns such as REST APIs, webhooks, and SDKs to facilitate seamless platform integrations.
• Exposure to machine learning or statistical concepts like precision, recall, and AUC, which can enhance understanding of platform capabilities and client needs.
• Prior experience working with compliance standards and regulatory requirements relevant to financial services and identity verification.

Skills & tools

• APIs
• JSON
• SQL
• RiskOS Platform (no-code decisioning platform)
• Postman

Practical notes

Socure is committed to fostering an inclusive and equitable work environment. As an equal opportunity employer, Socure welcomes applications from all qualified individuals. If you require accommodations during the application or interview process, please contact your Socure recruiting partner. This role involves on-site work at the San Francisco, CA office, and candidates should be prepared to travel up to 30% for client meetings and engagements. The position offers a competitive salary range of $155,000 to $185,000, along with equity options, and is suitable for candidates with a strong technical background and experience managing complex enterprise sales.