Senior Solutions Consultant

The role

The Senior Solutions Consultant is a business-focused pre-sales professional supporting sales opportunities across the Banking Solutions portfolio. This person leads consultative discovery, software demonstrations, and RFP/RFI responses to connect capabilities to business outcomes.

What you will do

• Serve as a primary business and solution resource during the evaluation and buying process.
• Partner with Sales Executives and Account Managers on discovery to understand institution strategy and needs.
• Apply consultative selling practices to connect solutions to measurable business value.
• Lead end-to-end RFP and RFI responses by coordinating across multiple departments.
• Plan, configure, and deliver tailored software demonstrations of Banking Solutions.
• Provide secondary demonstration and sales support for CFRM opportunities.
• Deliver executive presentations, capability overviews, and workshops both virtually and in person.
• Engage with leaders across Commercial Banking, Treasury Management, and Technology.
• Bring market insights back to Product Management to inform product strategy.
• Collaborate with Product Marketing and Sales Enablement on messaging and sales assets.

Required qualifications

• 5+ years of relevant experience in Solutions Consulting, Pre-Sales Consulting, Product Management, Product Marketing, Treasury Management, Commercial Banking, or a comparable customer-facing role.
• Experience working with or selling to financial institutions through a banking technology provider, fintech, enterprise software company, or financial institution.
• Ability to learn complex software and translate product capabilities into credible, engaging customer demonstrations.
• Strong understanding of consultative selling and the ability to connect customer needs to business outcomes and solution value.
• Excellent written and verbal communication skills, including executive presentations, discovery facilitation, and persuasive business writing.
• Strong customer presence, business judgment, curiosity, and the ability to manage multiple priorities in a fast-moving sales environment.
• Ability to travel as needed for customer meetings, demonstrations, workshops, and industry events.

Nice to have

• Experience with commercial digital banking, treasury management, cash management, or related banking technology.
• Previous Solutions Consulting, Product Management, or Product Marketing experience.
• Experience supporting complex enterprise software sales and formal RFP/RFI processes.
• Familiarity with payment fraud prevention, risk management, or CFRM solutions.
• Knowledge of the commercial banking technology ecosystem and the needs of bank buyers, treasury management teams, and the business customers they serve.

About the company

Bottomline is a global leader in business payments and cash management with over 35 years of experience moving more than $16 trillion in payments annually.