Solutions Consultant, Trade Ledger

Salary not provided
Figma
Miro
REST API
Junior, Mid and Senior level
Remote in US
Trade Ledger

Business lending platform

Job no longer available

Trade Ledger

Business lending platform

21-100 employees

B2BLendingFinancial Services

Job no longer available

Salary not provided
Figma
Miro
REST API
Junior, Mid and Senior level
Remote in US

21-100 employees

B2BLendingFinancial Services

Company mission

To create a world where every business gets the capital it needs to thrive.

Role

Who you are

  • Previous experience as a solutions/technical consultant or partner/sales engineer representing strategic solutions to large, complex organisations with long buying cycles
  • Has experience working in a start-up environment in the Enterprise SaaS space. Thrives in a fast-paced start-up environment and is comfortable with the inevitable ambiguity and change!
  • Optimistic - seeks out solutions rather than only finding problems
  • Business minded with strong technical acumen. Understanding the Web technology stack and experience working with RESTful APIs
  • Proficient in using modern consulting tools (e.g. LucidChart, Miro, Figma, Powerpoint etc.) and demo tools (we use Walnut)
  • Excellent communication skills including experience speaking to technical and business audiences
  • Strong stakeholder management – a proven ability to collaborate and build strong relationships with key internal and external stakeholders
  • Organised with excellent attention to detail
  • Great team player
  • Work experience in a Lending, Invoicing or payments solution provider companies is preferred

What the job involves

  • Trade Ledger is seeking a Solutions Consultant to support our strategic Go To Market team. The Solutions Consultant will play a critical role in establishing credibility and confidence with Trade Ledger’s current partners and prospects by demonstrating and presenting the value of our product and services
  • Work with the sales team to qualify opportunities against a set of criteria, to ensure they are strategically aligned to our product and roadmap
  • Understand the customer’s technical landscape and technology, to help drive where Trade Ledger can replace / integrate
  • Obtain a deep understanding of the customer’s challenges, and then work with the correct people and teams across Trade Ledger to determine how and where Trade Ledger can solve
  • Development of product presentations and demonstrations tailored to our customer’s requirements and tuned to suit the level and nature of the audience
  • Work closely with the product team to identify and define new features to enhance our roadmap product to achieve competitive success
  • Provide ideas to refine and evolve the core sales and pre sales processes such as discovery, technical qualification and proof-of-concept
  • Build technical expertise in Trade Ledger products including APIs, and provide consultative guidance to our partners and prospects
  • Actively keep up to date with latest & upcoming features and functionality within the product, to enable you to be proficient in the operation, deployment and integration of the Trade Ledger solutions
  • Act as the primary point of contact for prospect’s technical queries that arise through the sales process
  • Provide advice and support response to requests for proposals (RFPs), i.e. present recommendations and associated benefits to clients
  • Possess knowledge of the competitive landscape, industry trajectory and prevailing market trends, and stay knowledgeable with the market by continuing to research and study new data and share information with your team
  • Play a role in post-sale activity to ensure adoption or help grow accounts e.g. by demonstrating new product functionality to customers and instruct users on how to best leverage emerging capabilities
  • Work closely with the implementation & customer success function to understand the best overall solution for our clients (leveraging Trade Ledger product capabilities & those of our partners)
  • Where gaps exist, willing to support wider activities to help pipeline opportunities, such as product documentation

Otta's take

Xav Kearney headshot

Xav Kearney

CTO of Otta

Trade Ledger is addressing a critical challenge faced by small and medium-sized businesses (SMBs) through its innovative financial technology solutions. The core problem revolves around the limited resources and expertise that many SMBs possess to optimise their cash-to-cash cycle effectively.

Trade Ledger aims to provide for business owners, CFOs, and financial directors in SMBs by leveraging the capabilities of Microsoft Azure OpenAI Services. The solution utilises advanced Large Language Models (LLMs) to interpret conversational queries about cash management, providing actionable insights and creating a streamlined interface within the familiar Microsoft Teams platform. This approach simplifies the understanding and application process for =working capital credit, particularly beneficial for SMBs lacking extensive in-house financial expertise.

In terms of funding and recent developments, Trade Ledger has secured significant investments, with Barclays Bank investing £3 million and committing to implementing its working capital platform., This three-year technology deal highlights the confidence and support from major financial institutions in Trade Ledger's transformative capabilities. With the upcoming launch of the Working Capital Copilot in 2024 via the Microsoft Commercial Marketplace signifies a promising future, showcasing Trade Ledger's commitment to delivering cutting-edge financial solutions and further solidifying its position in the fintech landscape.

Insights

Top investors

-41% employee growth in 12 months

Company

Funding (2 rounds)

Feb 2021

$17.4m

SERIES A

Oct 2019

$2m

SEED

Total funding: $19.4m

Company values

  • Believe it’s possible: We suspend disbelief to find creative solutions
  • Win together: We bring brilliant people with diverse experiences together to wow our customers
  • Make it count: We move at pace and are hyper-focused on creating long-term value

Company HQ

London, UK

Founders

Previously VP of Marketing & Strategy at Gentia for 2 years and General Manager at SAP Ariba for 2 years.

Share this job