Solution Consultant - ITS

3 Years ago • 5 Years +

Job Summary

Job Description

The ION Corporates Sales and Account Management team seeks a Solution Consultant to present treasury and risk management (TRM) solutions to C-level executives. This pre-sales role involves collaborating with Sales Directors to articulate ION's value proposition and drive revenue by demonstrating how their solutions meet client needs. Responsibilities include understanding client requirements, determining optimal solutions, preparing tailored software demos, delivering winning presentations, managing functional and technical aspects of sales, and tracking interactions in Salesforce. The role also requires continuous learning of market and system knowledge, providing feedback, identifying product improvements, and collaborating with product teams.
Must have:
  • 5+ years of industry experience
  • Consultant, solutions architect, or pre-sales experience
  • TRM solutions or treasury functional knowledge
  • Presentation skills to executive audiences
  • Consultative problem-solving approach
  • Excellent communication and presentation skills
  • Ability to work independently and collaboratively
  • Passion for excellence and professionalism
Good to have:
  • Experience with IT2 or Wallstreet Suite

Job Details

The Role:

The ION Corporates Sales and Account Management team is a global group of experienced Sales, Account Management, Solution Consultants and Sales Operations professionals who collaborate closely with all areas of the organization, in a team-selling environment.
The Solution Consultant position will be responsible for meeting with and presenting potential solutions to C-level executives around treasury and risk management (TRM). The Solution Consultant will be responsible for working with Sales Directors to help sell the ION Treasury value proposition through the solution selling model and help drive revenue through articulating why our solutions are the best solutions to meet clients' TRM needs.
This is primarily a pre-sales role which will leverage your subject matter expertise in the areas of treasury and risk management.  While the primary focus of the role will be on your region, you will be expected to contribute to the broader geographic area. This role will require business travel and gives the opportunity to work with a broad spectrum of Corporations of varying size, sophistication, geography and culture. 

Key Responsibilities
  • Work closely with Sales Team to help sell the ION Treasury portfolio’s value proposition through the solution selling model and help drive revenue through articulating how and why ION is the best solution to meet clients' needs.    
  • Understand the business needs and business drivers of the prospect and participate in defining the prospect’s business requirements, needs and objectives
  • Ability to determine optimal ION solution to complex problems and business needs
  • Determining winning sales strategy with sales team. Communicate and collaborate on opportunity plans and sales strategies with other members of the opportunity team.
  • Preparation of software demo for tailored demonstrations and workshops to a customer that exemplifies how the ION solution can best meet each customer’s requirements
  • Deliver a winning presentation
  • Manage both functional and technical aspects of solution sales
  • Rigorously track all interactions in Salesforce
  • Adopt and promote organizational standards including documentation, positioning material, pricing tools and escalation material.  Act as a standard bearer of high quality and professional documentation and presentations
  • Continually increase market and system knowledge.  Receive and adapt to coaching.  Provide and request continual feedback for continuous improvement
  • Identify product improvements or new products by remaining current on industry trends, market activities, and competitors.
  • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; bench-marking state-of-the-art practices; participating in professional societies.  
  • Work closely with product teams to understand and demonstrate new functionality and provide prospect feedback to drive future roadmap and product strategy
Required Skills, Qualifications and Experience
  • Proven track record with 5+ years of industry experience 
  • Experience as one of a (i) professional services consultant, (ii) solutions architect, (iii) functional or technical consultant, (iv) pre-sales solution consultant / technical sales engineer or (v) TRM product owner is required 
  • Ideally experience with TRM solutions or deep treasury functional knowledge
  • Ability to deliver presentations to executive audiences; Demonstrated consulting skills and an ability to present complex topics to both business executives and technical audiences
  • Proven track record of facilitating customer facing sessions for complex business and technical solutions
  • Consultative, creative, problem-solving approach
  • Excellent inter-personal, communication and presentation skills.
  • Experience in initiating, developing and nurturing relationships.
  • Passion for excellence, passion for high quality materials and professionalism
  • Ambitious driven individual with high energy level and desire to win
  • Strong skills in organization and planning.
  • Strong team player
  • Ability to work independently and collaboratively.
  • Willing to travel up to 40% of the time (post-COVID).
  • IT2 / Wallstreet Suite experience will be advantageous
About us

We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. 
Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk.
Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.
With 10,000 employees and offices in more than 40 cities around the globe, ION is a rapidly expanding and dynamic group.
At ION, we offer careers that provide many opportunities: To invent. To design. To collaborate. To build. To transform businesses and empower people around the world to do more, faster and better than before. Imagine what you can do and experience. This is where you can do your best work.


ION is committed to maintaining a supportive and inclusive environment for people with diverse backgrounds and experiences. We respect the varied identities, abilities, cultures, and traditions of the individuals who comprise our organization and recognize the value that different backgrounds and points of view bring to our business.
ION adheres to an equal employment opportunity policy that prohibits discriminatory practices or harassment against applicants or employees based on any legally impermissible factor.

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About The Company

We’re visionary innovators who are delivering mission-critical trading and workflow automation software to financial institutions, corporations, central banks, and governments. By combining our passion for automation with a strategic view on the industries we serve, we design solutions that improve decision-making, simplify complex processes, and empower people. Simply put, we help our customers do more, faster and better than before. We believe our investments in research and development are shaping the future of automation and enabling our customers to transform their business. And we embrace the power of community, working with each other and with our customers to succeed through a positive culture of continuous improvement.

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