Solution Consultant

Solution Consultant

At Valur, we are on a mission to democratize tax strategies that have traditionally been reserved for the ultra-wealthy. Similar to how Roman Health and Hims revolutionized access to healthcare, we are building the system to streamline complex tax planning tools — making them smart, simple, and accessible to everyone.

We started by simplifying the creation and management of irrevocable trusts, and today, we offer a full suite of solutions to address capital gains, income, and estate and gift tax obligations. Our proprietary platform delivers real-time tools and education, enabling individuals and their advisors to evaluate, select, and implement best-in-class tax mitigation strategies — from trust-based solutions to investments in solar energy partnerships.

The proof is in the results: We have scaled quickly to 7-figures of annual revenue with 15 team members, and have partnerships with some of the top investment advisory firms in the business. Given that traction, we have raised money from a group of top early-stage investors, including Vibe Capital, Box Group, Canaan Partners, BasisSet, and notable angels. As demand accelerates, we are expanding our team to help more individuals preserve and grow their wealth.

Our Values: Customer Centricity: Our job is to be our customer's best partner. Ownership: Everyone here is an owner. We identify problems and solve them. Growth: We're never satisfied; we aim to be better every day. Urgency: We prioritize the highest-impact work and solve it now.

We are hiring a Solution Consultant to fuel the next phase of our growth. You will work directly with individuals who are exploring sophisticated tax strategies.

You will work with prospects who are exploring tax savings strategies. Your role is to help clients understand how Valur's offerings fit their unique needs. Beyond driving interest, you will serve as an educator - helping clients make sense of complex financial and tax strategies by breaking them down into simple, actionable steps. The ideal candidate combines sharp problem-solving skills with the ability to communicate clearly and empathetically, ensuring clients feel informed and confident in their decisions. You will be at the front lines of our sales efforts, work in a close-knit team, collaborate directly with leadership, and have a visible impact on the company's growth.

If you're interested, please send 1–3 paragraphs describing a time when you worked exceptionally hard to overcome a challenge and successfully convinced someone to take action.

Key Responsibilities:

• Effectively communicate the value of Valur's products to inbound prospects, translating complex tax and trust concepts into clear, compelling, and educational conversations.
• Manage and nurture relationships with high-net-worth individuals, building trust through consultative, problem-solving discussions.
• Guide people through the trust and planning selection process, ensuring they understand not just the "what" but also the "why" behind each strategy.
• Collaborate closely with the Product and Marketing teams to continuously improve the client experience.

Key Traits:

• Technical & Educational Expertise : Ability to deeply understand products and explain concepts in simple, actionable ways.
• Trusted Advisor Mentality : You can build credibility quickly by listening, diagnosing needs, and offering solutions.
• Startup Mentality : You are energized by fast-paced environments, thrive on ambiguity, and proactively solve problems.
• Client-First Mindset : Deep empathy for client needs, coupled with the ability to listen carefully, uncover underlying challenges, and explain complex concepts with clarity and patience.
• Communication Effectiveness : Exceptional written and verbal communication skills, with the ability to adapt messaging to different levels of financial sophistication.
• Educational Orientation : Passion for teaching clients, equipping them with knowledge so they can confidently make informed decisions.

Qualifications:

• 3–4+ years of experience in solutions consulting, pre-sales engineering, financial advisory, or another client-facing role.
• Background in a tech-forward environment - startup or major tech company experience highly preferred.
• Ability to communicate complex financial concepts in simple, relatable terms. Skilled at asking the right questions to diagnose client needs and tailoring solutions accordingly.
• Comfort working in an early-stage startup environment, with a willingness to jump in and help wherever needed - Accounting, finance or audit background is preferred.

What We Offer:

• An opportunity to play a trusted advisor role in a rapidly growing company.
• A collaborative and supportive team environment.
• Remote roles and lots of growth
• Competitive salary + stock options