Solutions Consultant (Pre + Post Sales) | 2 - 5 Yrs | B2B Fintech | SaaS | Bengaluru

About MetaMorph:

We at MetaMorph, empower startups to scale and innovate by placing people at the center of their strategy. With a proven track record of supporting over 220 startups, we specialize in aligning talent with organizational needs, enhancing employee skills, and transforming employer brands. Our data-driven insights fuel decision-making and provide comprehensive support for both acquisition and being acquired, ensuring you are covered from every angle360

About Our Client:

Our client is an AI-powered finance automation platform that streamlines and modernizes financial operations, offering a unified solution integrating bill payments, smart banking, AI-driven accounting, expense management, and treasury service

What you'll do:

What Youll Do

Pre-Sales

• Partner with the sales team to drive solutions tailored to customer workflows that fit in core product
• Understand customer pain points deeply and map capabilities to solve them
• Handle technical objections, integrations, and solution design conversations
• Build POCs, configure demos, and workflows for high-intent prospects
• Work closely with Product to communicate market feedback and feature gaps

Post-Sales

• Lead onboarding for new customers from kickoff to go-live
• Configure product workflows (approval flows, ERP integrations, bank connections, etc.)
• Train customer teams (Finance, Ops) to ensure strong adoption
• Act as the first line of support for complex product/implementation queries
• Own go-live timelines and ensure smooth handoffs to Customer Success.
• Reduce time-to-live while maintaining implementation quality.
• Identify recurring implementation patterns and drive automation.
• Create documentation that makes the onboarding process clear.

We're looking for someone who:

• 24 years experience in Solutions Consulting / Pre-Sales / Implementation
• Btech/Engg background
• Strong understanding of SaaS products (bonus if fintech / ERP / accounting tools)
• Ability to translate business problems into product workflows
• Hands-on with APIs, integrations, or basic technical troubleshooting
• Excellent communication skills - can talk to both CFOs and operators
• High ownership mindset - comfortable in fast-paced startup environments

Good to Have

• Experience with finance tools (Tally, SAP, Zoho, Netsuite, etc.)
• Exposure to APIs, webhooks, or basic SQL
• Prior experience in B2B SaaS startups or premium ERP implementation partners
• Worked with mid-market or enterprise customers