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Solutions Consultant

Hearsay Systems is looking for a Solutions Consultant to join our pre-sales team!In this role, you’ll interact with our customers and prospects - understanding their needs and demonstrating the value in adopting our products.  

You'll navigate deep product and technical conversations winningly and easily; consult, develop, and present custom solution presentations mapped to strategic customer challenges; and function as a key liaison between go-to-market, product, and product marketing on our platform and services.

This is not a sales role, but is an integral part of the pre-sales team that partners with the Account Executives (and many others!).

About Hearsay Systems
Founded in 2009, Hearsay Systems is reinventing the human-client experience in financial services. The Hearsay Client Engagement Platform empowers over 200,000 advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications. The world’s leading financial firms—including Allstate, New York Life, Morgan Stanley, and Charles Schwab—rely on Hearsay’s SaaS platform to scale their reach, optimize sales engagements, and deliver exceptional client service in a consistent and compliant manner. 

We are a tight-knit and dedicated team that passionately believes in our products, our people, and our culture. Our products help advisors and agents scale personalized customer engagements across social media (Facebook, LinkedIn, Twitter, Instagram), websites, text, and voice.

Headquartered in San Francisco, Hearsay has a globally distributed team with members in San Francisco, Salt Lake City, Seattle, New York, Toronto, London, Budapest and Manila and is backed by Sequoia Capital, NewView Capital, and Salesforce Ventures.

What you will accomplish:

  • Be a key participant in the entire deal lifecycle from performing great insight driven discovery to achieving the technical win and securing the win. 
  • Deliver compelling demos and presentationsDesign and run executive workshops to drive technical selection and winServe as the end-to-end business application expert and liaison between the customer, the Account Executive, and Product Management
  • Complete security reviews and manage RFP’s to completion
  • Stay knowledgeable about competitor’s products to continuously refine how to best position our key differentiators
  • Partner with Sales Enablement to refine product training business application knowledge for Go To Market teams
  • About you:

  • 2 - 4 years in comparable Solutions Consulting / Pre-Sales Engineer role, preferably in Enterprise Software Sales
  • 5+ years experience in technology industry, FinTech preferred, but not required
  • Strong grasp of SaaS concepts and application integration
  • Skilled in managing expectations with challenging audiences
  • Talent in value selling, and solutioning for business outcomes
  • Ability to partner with other Go To Market teams from value consulting to product marketing
  • Great presentation skills: you should be adept in both small and larger audiences
  • Ability to mentor, train, and convert audiences into advocates
  • Post-Covid, there is potential for short trips to our customers and prospects.


  • OUR COMMITMENT TO DIVERSITY AND INCLUSION: At Hearsay we believe that diverse teams are the best teams. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, nationality, gender, sexual orientation, age, marital status, veteran status, or disability status.