Solutions Delivery Specialist

Responsibilities Partner with Account Executives to demonstrate our platform’s fit, scope implementation efforts, and deliver tailored product walkthroughs. Act as a trusted advisor during the sales cycle, helping prospects understand the value of our solution in the context of their M&A workflows. Work with Product team to create and maintain tailored demo environments, enabling sales & marketing Oversee onboarding and implementation programs that drive rapid time-to-value. Ensure new customers are set up for success as they shift from traditional, manual M&A processes to our modern, purpose-built platform. Work closely with Account Management to build enablement materials to reinforce post-onboarding adoption. Serve as the voice of the customer internally—synthesizing insights from onboarding and pre-sales to influence product strategy. Document onboarding processes, edge cases, and playbooks. Requirements 1–3 years in Sales Engineering, Customer Success, Implementation, or related roles in a B2B SaaS environment Strong communication skills, including the ability to lead customer-facing calls and explain technical concepts simply Organized, resourceful, and comfortable managing multiple onboarding engagements at once Basic familiarity with tools like Notion, HubSpot, project tracking systems, or data-driven workflows Familiarity with M&A, finance, or cross-functional business processes is a plus Bonus: Experience working with technical or product teams on feedback and feature design Bonus: Google Looker BI experience #J-18808-Ljbffr Jobtailor