Senior Solution Consultant, Fintech

About the role

In the position of Senior Solution Consultant with a focus on the Fintech sector, you will serve as the primary technical liaison for clients in the fintech and payments industries throughout the sales cycle. Your role will involve interpreting client requirements and formulating effective solutions utilizing Socure's platform, demonstrating its ability to enhance conversion rates, minimize fraud, and improve operational efficiency. This position requires close collaboration with various internal teams to conduct thorough discovery sessions, design tailored solutions, and oversee proof-of-concept initiatives.

Key facts

What you'll do

• Serve as the go-to technical expert for fintech and payments opportunities, collaborating closely with Account Executive Directors to drive sales success.
• Facilitate discovery sessions aimed at gaining insights into the business models, risk profiles, and regulatory requirements of prospective clients, leading to the development of customized Socure solutions.
• Design comprehensive identity verification and fraud prevention workflows utilizing Socure's suite of products, including API integrations, decision-making logic, and data orchestration techniques.
• Work in tandem with the Data Science team to plan and implement proof-of-concept projects and backtesting initiatives, establishing key metrics and presenting the results to relevant stakeholders.
• Provide valuable insights from fintech engagements to the Product and Product Marketing teams, helping to shape product roadmaps and contribute to external thought leadership initiatives.
• Engage in business development activities by creating product demonstrations, offering strategic recommendations, responding to Requests for Proposals (RFPs), and assisting with Statements of Work (SOWs) and pricing strategies.
• Simplify intricate technical concepts for senior client stakeholders, facilitating informed business decisions based on clear, actionable insights.
• Collaborate with post-sales teams to ensure seamless transitions for clients, meticulously documenting solution assumptions and potential risks.
• Contribute to the establishment of internal best practices for fintech solution design while mentoring junior Solution Consultants to foster their professional growth.
• Stay abreast of emerging trends in fintech, evolving fraud tactics, and regulatory changes to effectively guide clients and inform internal strategic direction.

Requirements

• A Bachelor's degree in business, engineering, mathematics, economics, computer science, or a related discipline, or equivalent hands-on experience.
• A minimum of 7 years of professional experience, including at least 4 years in a client-facing technical role such as solution consulting or technical pre-sales within enterprise SaaS or data-driven products.
• Extensive experience in the fintech sector, including payments, neobanking, lending, or sponsor banking, with familiarity in areas such as digital onboarding, KYC/KYB processes, transaction monitoring, or fraud and risk management.
• Proven track record in leading complex, multi-stakeholder pre-sales engagements from initial discovery through to technical closure.
• Strong technical acumen regarding modern SaaS and data architectures, encompassing RESTful APIs, data integration techniques, rules engines, analytics, and machine learning/data science technologies.
• Ability to distill complex statistical and technical data, such as model performance metrics or threshold optimization, into actionable business insights for diverse stakeholders.
• Experience in bridging the gap between technical and non-technical audiences, demonstrating excellent communication skills and an executive presence, particularly when presenting to C-level and board-level stakeholders.
• Proven collaborative skills across various functions including Sales, Data Science, Product, Engineering, and Customer Success, with the ability to influence without direct authority.
• A commitment to Socure's core leadership principles: continuous improvement, open communication, accountability, mentorship, sound judgment, and adaptability.
• Willingness to thrive in a high-growth, mission-driven environment and readiness to travel up to 30% for client meetings and industry events.

Skills & tools

• Proficient in RESTful APIs
• Experience with event-driven and batch data integrations
• Knowledge of rules and decision engines
• Familiarity with analytics tools
• Understanding of machine learning (ML) and data science (DS) methodologies

Practical notes

The role may require travel up to 30% of the time. Socure is committed to being an equal opportunity employer and offers accommodations throughout the application process to ensure accessibility for all candidates.