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Solutions Consultant



New York, NY, USA
Posted on Saturday, June 15, 2024

This role is based in our NYC office.

About us:
Templafy is the next-gen document generation platform that uses the power of automation and managed AI to eliminate manual document work allowing companies to drive governance, efficiency, and ultimately business results. Templafy supports millions of users and enables over 800 enterprise customers such as KPMG, IKEA, BDO, and more.

Founded in Copenhagen, Denmark, in 2014, Templafy’s success is built by our 60+ employee nationalities found at offices around the world. We believe when people feel they belong, have a voice, and feel heard, they are happier and perform better, and that way, everyone wins. Our innovation, diversity, and unique product have raised over 200 million dollars in funding from Insight Venture Partners, Seed Capital, Dawn Capital, Damgaard Company, and Golub Capital.

Who you are:
We are looking for an innovative Solutions Consultant to join the North America Solutions team. As a Solution Consultant you will be working with both prospective and existing customers and will be a core part of the deal and account team to ensure we deliver impactful technical and strategic solutions that solve customer’s needs.

As a Solutions Consultant, you will predominantly work with prospects and customers through the deal cycle where you will position Templafy’s differentiators, map out and influence decision criteria, align desired outcomes with technical capabilities, and provide effective demonstrations of the Templafy solution.You are an effective Solutions Consultant when you directly contribute to the progress and outcome of a commercial opportunity through; technical and functional wins, by pre-qualifying the technical environments Templafy will integrate into, and delivering proof of value that demonstrates that Templafy will solve identified challenges to achieve positive business outcomes, identified during discovery phases. You will, as a Solutions Consultant, be accountable for effective discovery, validation events as a part of the deal cycle guiding internal commercial teams on best-practices to ensure we demonstrated value effectively. We are looking for an individual who has successfully been a part of running enterprise/complex deal cycles and has a clear consultative mindset. You must understand concepts of value-based selling and building champions. You likely have experience working in SaaS, consultancy, or in a value-based selling company.

What you’ll do:

  • Strategic Partner to Account Executives and Account Managers, to close and win new business, owning theinteraction with technical buyers, assisting in discovery and an understanding the customers’ technical landscape, enterprise architecture, and how Templafy fits in with their capabilities and business goals.
  • Be an expert on the Templafy product offering - from value proposition to technical aspect of the solution including architecture and implementation process.
  • Demonstrate capabilities of Templafy via (custom) demonstrations, workshops, proof-
    of-concepts, and ensure the customer understands the value of the solution.
  • Engage with product teams to stay up to date on new developments, releases, and updates that impact clients, prospects, and commercial teams.
  • Provided guidance, knowledge, and informal enablement to all members of the Templafy team.
  • Own a dedicated book of strategic customers and assist in identifying growth and expansion opportunities alongside Sales and Customer Success.
  • Contribute to systematically identifying success patterns, making sure the feedback loop
    leads to the department’s increased effectiveness and efficiency.
  • Contribute to product improvement by sharing customer feedback and identifying potential
    opportunity gaps.

What you’ll need to succeed:

  • Academic background in Software, Engineering or an interdisciplinary field or equivalent
    experience (preferred)
  • 3+ years' experience as a Sales/Solutions Engineer, Technical Account Manager, or Solutions
    Consultant with technical SaaS solutions
  • Overall solid technical foundation and experience with API’s, enterprise deployments &
    applications, technical automation will be considered beneficial.
  • Value-based selling methods and motions e.g., Command of the Message and opportunity
    qualification processes such as MEDDPICC.
  • Familiar with responding to enterprise RFI and RFPs and running PoC/workshop in an
    enterprise selling motion.
  • Good product or service demonstrations to a range of different stakeholders.
  • Understanding of the different stakeholders in a B2B buying process - ability to talk directly
    with C-level IT executives on the customer
  • Solid experience with MS Office, especially Word, and PowerPoint
  • A solid desire to learn in a rapidly growing and innovative environment.

Employee Benefits:

  • Employee equity program
  • Comprehensive health insurance
  • Parental leave
  • Commuter Benefits
  • Unlimited time off
  • 401K
  • Employee Assistance Program
  • Company discount program
  • Flexible work environment

We interact freely across teams and are dedicated to building a strong company culture with an emphasis on career development and plenty of social events.


Base Salary: 135,000-159,000 Exact compensation may vary based on skills, experience, and location.

Templafy is a workplace of belongingness. To us this means that you have a voice, you dare to speak up, and your voice is heard. We focus on offering an environment that allows all employees to feel that they belong regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or other status.