Method Financial
Solutions Consultant
New
150000 –180000 USD / yearUSA
Role involves improving technical sales and expansion by running technical discovery and integration planning in pre-sales.
Requirements
- 5+ years experience in technical Solutioning in a pre-sales environment
- Strong technical foundation (CS preferred; STEM/engineering/math/physics acceptable with clear technical depth)
- Prior experience working with APIs (selling, implementing, supporting, or solutioning).
- Demonstrated critical thinking: you consistently get behind the question and give answers that match the underlying need.
- Comfortable operating in both pre-sales and post-sales contexts; you can shift between solution design and customer enablement.
- High ownership and speed: you ramp quickly, contribute actively on calls, and produce durable assets (playbooks, guides, demos) that reduce future load.
- Comfortable in a startup environment with ambiguous processes and evolving org structure.
Other
- We built Method to propel the next decade of consumer finance. Method’s APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous.
- We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans. We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences.
- We’re a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog !
- We’re hiring a Solutions Consultant to improve Method’s technical sale and expansion motion. You will operate across pre-sales, joining customer conversations early to run technical discovery, solutioning, and integration planning so prospects and customers reach “technical yes” faster.
- This role is a subject matter expert position. You’ll bring deep technical comfort (ideally in APIs), strong critical thinking, and a consultative approach to connecting customer pain points to Method’s product capabilities and roadmap. The goal is to make buying and expanding with Method easier, faster, and more repeatable.
- Join high-priority deals early (often call 1–2) as the technical partner to the AE; lead technical discovery and solutioning.
- Translate customer architecture, constraints, and goals into a clear proposed approach (integration plan, sequencing, risks, and tradeoffs).
- Improve technical sales velocity by tightening the cycle from discovery → solutioning → terms with crisp technical alignment and next steps.
- Occasionally support post-sale solutioning and expansion: participate in customer roadmap conversations, propose new use cases, and accelerate adoption.
- Build solutions playbooks for Discovery and reference architecture to embed a repeatable solutions motion across pre and post sales:
- Create and maintain a lightweight knowledge base / product catalog
- Partner closely with AEs, CS, TIEs, and Product to surface recurring issues, improve enablement, and feed product learnings back into roadmap decisions.
- Experience at API-first fintech/infra companies (e.g., Plaid, Stripe) or similarly technical SaaS (observability/data platforms like Datadog).
- Experience selling/solutioning into lenders, fintechs, or complex enterprise buyers.
- Experience building technical champions within customer orgs and partnering deeply with engineering/product teams.
- History of creating technical enablement content and reusable solution frameworks.
- The annual US base salary range for this role is: $150,000 - $180,000.