Solutions Consultant

The role

You will guide clients through the product lifecycle from pre-sales solution design to onboarding and technical optimization. You will serve as a trusted advisor to ensure partners maximize value from the platform through technical integrations and implementations.

What you will do

• Partner with Sales to support pre-sales activities including discovery, solution design, technical demonstrations, and RFP responses
• Lead onboarding for new clients and own partner implementations end-to-end
• Act as the primary technical advisor for clients regarding integration challenges, product configurations, and data flows
• Provide ongoing technical guidance post-launch including best practices, troubleshooting, and optimization recommendations
• Collaborate with Product and Engineering teams to represent customer needs and influence roadmap priorities
• Create and maintain technical documentation, playbooks, and solution guides

Required qualifications

• 2–4 years of experience in a client-facing technical role managing multiple projects
• Deep understanding of REST APIs, JSON, webhooks, data integrations, and SaaS platforms
• Working knowledge of SQL and data analysis for troubleshooting
• Proven track record guiding clients through pre-sales and post-sales technical lifecycles
• Strong problem-solving skills to translate business requirements into scalable technical solutions
• Excellent communication and presentation skills

Nice to have

• Experience in tax technology, payroll, or financial institutions

Before you apply

• All persons hired will be required to verify identity and eligibility to work in the United States

About the company

april is an embedded, year-round tax platform that provides white-labeled tools to power financial decisions. The company uses an AI-powered tax engine and API-first infrastructure to deliver real-time tax intelligence.