Get the chrome extension Senior Solutions Consultant
Legion
Senior Solutions Consultant
Remote - US
ROLE AND RESPONSIBILITY
The mission of the Senior Solutions Consultant is to configure and demonstrate the value of Legion’s next-generation workforce management technology to prospective customers. The Solutions Consultant will pair their functional expertise, presentation skills, and keen interest in diagnosing an organization's labor management challenges to showcase Legion’s cutting-edge products in a tailored manner. We seek a Senior Solutions Consultant with expertise in pre-sales discovery meetings, demo environment setup and maintenance, and superior presentation skills to partner with our Enterprise Sales team to demonstrate the business value of Legion’s workforce management platform.
RESPONSIBILITIES AND DUTIES
- Become an expert for all Legion products
- Support the Enterprise Sales team with opportunities across discovery, demonstrations, Proof of Concept engagements, RFP responses, and business justification in a presales capacity
- Define and present how Legion’s platform addresses the critical business and operational issues that a prospect faces; form a deep understanding of a prospect’s business as well as their technical environment
- Identify potential risks/gaps and eliminate obstacles through creative and adaptive approaches
- As needed, travel to various field events such as meetings, conferences, etc.
- Participation in competitive landscape and differentiation discussions
REQUIRED SKILLS AND QUALIFICATIONS
- 5+ years of Workforce Management WFM software pre-sales experience
- Experience presenting and demonstrating software to large (10,000+ employee) global organizations
- Excellent communication, presentation, and customer-facing skills. Ability to communicate at all levels in the customer organization.
- Superior organizational, project management, and multitasking skills
- A desire to work in a fast-paced, challenging environment
- Experience in labor operations and/or Retail, Food & Beverage, or Hospitality industries a plus
PREFERRED QUALIFICATIONS AND ATTRIBUTES
- Proactive and able to command respect through intelligence, hard work, and persistence
- Personal passion and fervor for industry-leading next generation technology
- Ability to operate in an environment with limited resources
- A great communicator who can distill powerful messages which resonate with customers
- Track record of building positive relationships with peers
- Continuous and thoughtful listener, able to learn from others and leverage input
- Strong personal work ethic focused on high priority issues; action and results oriented
- Unquestionable integrity, credibility, and character; demonstrated high moral and ethical behavior
COMPENSATION & BENEFITS
Salary Range: $130,000 - $160,000 + Bonus + Stock
At Legion, we offer competitive compensation and benefits packages to all employees. As a fully remote employer, Legion determines pay for positions using local, national, and industry-specific survey data. Our posted salary range is done so in good faith based on national data and may be refined for a candidate's region/town/cost of living. We strive to make competitive offers allowing employees room for future growth. Salaries will be based on the applicant’s location, level of experience, education, and specialized knowledge and skills. Additionally, we consider the external market rate, the amount we have budgeted internally, and internal equity within the company for the same position.
Benefits include, but are not limited to:
- $0 monthly premium and other flexible medical, dental, and vision plans effective on the first day of employment
- 401k plan
- Unlimited Paid Time Off and Paid Holidays
- Parental Leave
- Equity
- Monthly Wellness Reimbursement
- Monthly Lunch on Legion
ABOUT LEGION
Join Legion's mission to turn hourly jobs into good jobs. We're a remote, mission-driven team seeking exceptional talent to propel this vision. Embrace a culture that's collaborative, fast-paced, and entrepreneurial. With us, you'll grow your skills, work closely with experienced executives, and contribute significantly to our mission.Our award-winning AI-native workforce management platform is intelligent, automated, and employee-centric and has proven to deliver 13x ROI. We help labor-intensive organizations maximize labor efficiency and employee engagement simultaneously. Legion has earned recognition for its innovation, including spots on the Inc. 5000 list, Forbes’ Next Billion Dollar Startups, and awards for our AI technology. Backed by leading investors such as Norwest Venture Partners, Stripes, First Round Capital, XYZ Ventures, Webb Investment Network, Workday Ventures, and NTT DOCOMO Ventures, we're making real change.
If you're ready to make an impact and grow your career, Legion is where you belong. Join us in making hourly work rewarding and fulfilling.
BACKGROUND AND OPPORTUNITY
There are almost 75 million hourly workers in the United States, representing more than half of the entire workforce. Historically, managing hourly employees has been difficult due to high attrition (average of 60%) and high replacement costs (average of $3,200 per employee in retail). The ongoing labor shortage and competition from the gig economy, make it more difficult to attract and retain hourly employees. The top reasons hourly employees leave their jobs are a lack of schedule empowerment, poor communication with employers, and an inability to get paid early. Gen Z and the millennial workforce demand gig-like flexibility, modern technology, and compelling work options. Legion’s mission is to turn hourly jobs into good jobs, serving the hourly workers who make up the majority of the US workforce. We believe in empowering employees and helping employers be efficient and innovative by enabling intelligent automation powered by Legion’s Workforce Management platform to optimize labor efficiency and enhance the employee experience simultaneously. Legion WFM was built for the cloud with AI at the core and designed to handle the complexity of modern businesses and meet the needs of today’s hourly employees. Our team is comprised of dedicated individuals from all backgrounds and experiences, globally distributed across all time zones.
For more information, visit
EQUAL EMPLOYMENT OPPORTUNITY
Legion Technologies is proud to be an equal-opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will be considered for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.
DISABILITY ACCOMMODATION
For individuals with disabilities who need additional assistance at any point in the application and interview process, please email
Legion is an equal opportunity employer. All applicants will be considered for employment without attention to race, religion, color, sex, sexual orientation, gender identity, age, national origin, veteran, disability status, or any other basis covered by appropriate law.
How We Determine What We Pay
As a global employer, Legion determines pay for positions using local, national, and industry-specific survey data. We evaluate external equity and the cost of labor/prevailing wage index in the relative marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data and may be refined for a candidate's region/town/cost of living. For new hires, we strive to make competitive offers allowing the new employee room for future growth. Salaries will be based on the applicant’s location, level of experience, education, and specialized knowledge and skills. Additionally, we consider the external market rate, the amount we have budgeted internally, and internal equity within the company for the same position. An employee/candidate with a stronger skill set will receive higher pay.
Job Applicant Privacy Policy
This Job Applicant Privacy Policy (“Policy”) describes how Legion Technologies, Inc. (“Legion”, “we”, “us” and “our”) collects, uses, and discloses “personal information” as defined under California law from and about job applicants who are residents of California.
This Policy does not apply to our handling of data gathered about you in your role as a user of our consumer-facing services. When you interact with us as in that role, the Legion Privacy Policy applies.
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Types of Personal Information We Handle
We collect, store, and use various types of personal information through the application and recruitment process. We collect such information either directly from you or (where applicable) from another person or entity, such as an employment agency or consultancy, background check provider, or other referral sources. This information includes:
- Identification and contact information, and related identifiers such as full name, date and place of birth, citizenship and permanent residence, home and business addresses, telephone numbers, email addresses, and such information about your beneficiaries or emergency contacts.
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Professional or employment-related information, including:
- Recruitment, employment, or engagement information such as application forms and information included in a resume, cover letter, or otherwise provided through any application or engagement process; and copies of identification documents, such as driver’s licenses, passports, and visas; and background screening results and references.
- Career information such as job titles; work history; work dates and work locations; information about skills, qualifications, experience, publications, speaking engagements, and preferences; and professional memberships
- Education Information such as institutions attended, degrees, certifications, training courses, publications, and transcript information.
- Legally protected classification information such as race, sex/gender, religious/ philosophical beliefs, gender identity/expression, sexual orientation, marital status, military service, nationality, ethnicity, request for family care leave, political opinions, and criminal history.
- Other information such as any information you voluntarily choose to provide in connection with your job application.
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How We Use Personal Information
We collect, use, share, and store personal information from job applicants for our and our service providers’ business and operational purposes in the recruitment process such as: processing your application, tracking your application through the recruitment process, contacting references with your authorization, conducting background checks you authorize, and making hiring decisions. We will also use job applicant information for internal analysis purposes to understand the applicants who apply and to improve our recruitment process. We may sometimes need to use applicant information for legal purposes, such as in connection with any challenges made to our hiring decisions.
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With Whom We Share Personal Information
We will disclose job applicant personal information to the following types of entities or in the following circumstances (where applicable):
- Internally: to other Legion personnel involved in the recruiting and hiring process.
- Vendors: such as technology service providers, travel management providers, human resources suppliers, background check companies, and employment agencies or recruiters, where applicable.
- Legal Compliance: when required to do so by law, regulation, or court order or in response to a request for assistance by the police or other law enforcement agency.
- Litigation Purposes: to seek legal advice from our external lawyers or in connection with litigation with a third party.
- Business Transaction Purposes: in connection with the sale, purchase, or merger.
- How to Contact Us About this Policy – If you have any questions about this Policy, please contact .
Originally posted on Himalayas
Solutions Consultant
Alcor
Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
We are seeking a highly motivated and detail-oriented Solutions Consultant to join our team at Caseware, a leading SaaS organization. As a Solutions Consultant, you will be responsible for successfully leading our customers and prospective customers through exploration and evaluations of Caseware solutions. In this role, you will serve as a trusted advisor, working collaboratively with accounting firms and organizations as they navigate critical decisions around technology modernization.
By taking a consultative approach, you will be their partner to guide them through all aspects of their software evaluation, helping them understand not only current solutions but also how emerging technologies, including AI and automation, can drive efficiency, enhance quality, and create new opportunities within their organizations. You will also liaise with team members in account management, training, professional services, support and product to help ensure customer needs are addressed on a timely basis, and professionally.
This role supports customers and internal stakeholders across North America and may require availability to accommodate meetings across Eastern Time (ET) to Pacific Time (PT) business hours, with notice, to effectively collaborate with clients, partners, and cross-functional teams.
Location:
This role is remote and open to candidates who reside in and are eligible to work in the United States.
What you will be doing:
- Partner with our Account Managers and other Solution Consultants in helping prospects and customers evaluate and plan to implement Caseware products, helping them understand how solutions can drive efficiency, enhance quality, and create new opportunities within their organizations.
- Lead evaluation activities including presentations, trials & pilots, sharing information on solutions expertise and best practices with customers, while coordinating with technical or product SMEs where appropriate.
- Strategize with customers on their migration & implementation journeys from their existing accounting and audit tools, and work with them and our Professional Services teams and partners to ensure they have a clear direction and key requirements are addressed.
- Support customer evaluations, providing information on tools, processes and resources to customers, and helping to ensure timelines and tasks remain on track.
- Create and maintain product demonstration strategies, use cases and related assets that are value and benefit-driven, not feature walk throughs.
- Act as the bridge between customers and Product teams, gathering and translating customer feedback into clear, actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs.
- Attendance at Conferences, Events, and onsite demonstrations, maintaining relationships with customers and staying up to date with industry standards and trends. Depending on customer needs, the role may require up to 10% travel.
- Participate in virtual and live speaking engagements and thought leadership events or publications, as comfortable.
- Design and implementation of processes and systems to support the delivery of consistent, scalable services. Assist in the execution of improvement plans internally that are scalable to support future growth.
What you will bring:
Required:
- At least 3 years experience performing Audit, Assurance, Review or Compilation engagements OR at least 3 years' experience in customer-facing role (e.g., customer success, account management, implementation, product or project management) in a SAAS company serving the Accounting Profession.
- Excellent written and oral communication and presentation skills.
- Effective communicator with ability to understand and interpret stakeholder needs.
- Understanding of, or strong interest in, AI-powered accounting solutions and the ability to discuss how AI can be applied to modern accounting, audit, and advisory workflows with clients and prospects.
- Strong organization skills with experience tracking and managing multiple deliverables and tasks.
- A resourceful self-starter who thrives in a fast-paced environment where initiative and problem-solving skills are required.
- Have a sound understanding of technology within the audit and accountancy sector, or an enthusiasm to learn.
Preferred:
- CPA, Charted Accountant or equivalent, with 3+ years Audit or Accounting experience.
- Expertise in software development, including utilizing AI tools e.g., Claude Code for authoring, quality control or development.
- Direct experience authoring in CaseWare solutions, and/or utilizing CaseWare to create financial statements or perform engagements.
- Experience leading technology adoption, training, methodology, or other innovation efforts in an accounting firm.
- Expertise performing engagements under US auditing and accounting standards.
- Practical experience utilizing AI tools, including for software development.
- Bachelor's degree in accounting, finance, or related field.
- Experience and/or qualifications in project, product or program management.
- Deep understanding of accounting, financial processes and technologies.
- Experience with CRM systems and tools for sales and lead management
- Product, Product Marketing, Sales experience, or experience working closely with those functional teams.
- Experience using Microsoft Office Suite and CRM software (E.g., Salesforce).
- Experience documenting internal processes and identifying/implementing efficiency or quality improvements.
What's in it for you:Innovation is at our core.
We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
We offer competitive compensation, including a competitive salary and comprehensive benefits
We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
About Caseware:Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like. With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date. One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at .
Background Check:Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.com
Originally posted on Himalayas