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Solutions Consultant - US


Our co-founders started Zip in 2020 to address this seemingly intractable problem with a purpose-built platform that provides a simple, consumer-grade user experience. Within just a few short years, Zip created the procurement orchestration category and developed the leading solution in this $50B+ TAM space. Today, leading companies like Instacart, Anthropic, Sephora, Discover, Reddit, and Lyft rely on Zip to manage billions of dollars in spend.

We're a fast-growing team that helped scale category-defining companies like Airbnb, Meta, Salesforce, Databricks, Ramp, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, BOND, DST Global, and CRV, we’re focused on developing cutting-edge technology, expanding into new global markets, and—above all–driving incredible value for our customers. Join us!

Your Role

We’re looking for a Solutions Consultant to lead onboarding for new customers and drive their implementation of our product. We’re also looking for someone who is excited to be hands on and influence our product roadmap.

As every business needs our type of product, you’ll work with a variety of new clients and industries as Zip scales. Current clients include Coinbase, Snowflake, Notion, Canva, Samsara, Databricks.

You Will

  • Lead onboarding for new customers, with a heavy emphasis on understanding requirements and creatively configuring the product to solve their problems

  • Responsible for leading the end-to-end implementation for new customers -- roll up your sleeves and build out the customer’s processes from scratch

  • Lead training and Q&A sessions with customers and key stakeholders to empower them to utilize the product without additional ongoing help from Zip

  • Proactive project management across many customers, to manage requirements and tasks across onboardings

  • Collaborate closely with the product and engineering teams to determine which customer requests we should and shouldn’t support, and set expectations with customers

  • Do whatever it takes to make customers happy + successfully onboard them as quickly as possible

  • Continuously improve the post-sales processes to help our customers accelerate the time to value

Qualifications

  • 3+ years’ experience working in one of the following roles: Procurement/Sourcing Manager, ERP/P2P Systems Consultant, or managing key customer and stakeholder relationships in a B2B SaaS company

  • Prior experience with the implementation or administration of Sage Intacct; procurement and AP modules required 

  • Fantastic communication skills

  • Extreme attention to detail and pride yourself in being incredibly proactive

  • Experience working with product and engineering teams

  • You’re able to push back and still make people happy

  • Very comfortable with software configuration (not necessarily technical skills, which would be a plus)

  • Willing to do whatever it takes to make Zip and its customers happy: this is an early-stage company, and candidly, we work a lot

Perks & Benefits

At Zip, we’re committed to providing our employees with everything they need to do their best work.

  • 📈 Start-up equity

  • 🦷 Full health, vision & dental coverage

  • 🚠 Team building events & happy hours

  • 🌴 Flexible PTO

  • 💻 Apple equipment plus home office budget

  • 💸 401k plan

We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!

Average salary estimate

$100000 / YEARLY (est.)
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$80000K
$120000K

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What You Should Know About Solutions Consultant - US, Zip

As a Solutions Consultant at Zip, you’ll step into an exciting role focused on helping new customers onboard and implement our innovative platform. Founded in 2020, Zip has rapidly established itself in the procurement orchestration category, partnering with notable companies like Instacart and Sephora to transform how they manage spending. In this hands-on position, you will lead onboarding efforts, not just by understanding customer requirements but by creatively configuring our product to meet diverse needs across various industries. You'll guide customers through the entire implementation process, ensuring they can independently utilize our solutions while facilitating training and Q&A sessions. This is an opportunity to collaborate closely with our engineering and product teams to influence our product roadmap and improve customer processes, driving immediate value. With your experience in procurement or B2B SaaS environments, you’ll proactively manage projects, pushing for successful onboarding while ensuring that every interaction keeps our customers satisfied. We value communication and attention to detail, and we're looking for someone who is willing to roll up their sleeves to make things happen. If you’re passionate about customer success and eager to play a pivotal role in a fast-growing startup like Zip, this is the perfect opportunity for you!

Frequently Asked Questions (FAQs) for Solutions Consultant - US Role at Zip
What does a Solutions Consultant at Zip do?

A Solutions Consultant at Zip is responsible for leading the onboarding of new customers, driving their implementation of our innovative procurement platform. This involves understanding customer requirements, configuring the product creatively to solve challenges, and ensuring successful training sessions.

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What qualifications are needed for the Solutions Consultant role at Zip?

To qualify for the Solutions Consultant position at Zip, candidates should have at least 3 years of experience in roles such as Procurement/Sourcing Manager or ERP/P2P Systems Consultant. Familiarity with software configuration and experience in B2B SaaS environments are also essential requirements.

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What skills are important for a Solutions Consultant at Zip?

Key skills for a Solutions Consultant at Zip include fantastic communication skills, strong attention to detail, proactive project management abilities, and the capacity to work collaboratively with product and engineering teams. A willingness to push back kindly while ensuring client satisfaction is also crucial.

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How does a Solutions Consultant at Zip contribute to the company's product development?

A Solutions Consultant contributes to Zip's product development by collaborating closely with product and engineering teams. They provide valuable insights from customer onboarding experiences, helping to determine which features to prioritize in the product roadmap while setting realistic customer expectations.

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What kind of projects will a Solutions Consultant work on at Zip?

As a Solutions Consultant at Zip, you’ll work on various customer onboarding projects, customizing and implementing the procurement platform for a range of clients in different industries. You will also lead training and improve post-sales processes to enhance overall customer satisfaction.

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Common Interview Questions for Solutions Consultant - US
What strategies do you use to understand a customer's needs during onboarding?

To effectively understand a customer's needs, I typically begin by asking open-ended questions to gather insights into their specific challenges and goals. Active listening plays a key role here, along with a consultative approach that helps me ask clarifying questions that lead to a comprehensive understanding of their requirements.

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How do you handle conflicting priorities from multiple clients during onboarding?

When facing conflicting priorities, I prioritize based on urgency and potential impact on each client's success. I communicate transparently with all clients about timelines and manage expectations, ensuring that each client understands our workflow while remaining dedicated to their individual needs.

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Describe your experience with training clients on new software.

My experience with training clients has involved developing tailored training sessions that cater to different user levels. I focus on creating engaging, hands-on experiences while encouraging customer questions, which helps reinforce learning and ensures they feel comfortable post-onboarding.

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How do you ensure customer satisfaction during the onboarding process?

Ensuring customer satisfaction requires a proactive approach; I regularly check in with clients throughout the onboarding process to address any concerns and gather feedback. By being responsive and adaptable, I can tailor support to align with their expectations and needs.

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Can you give an example of a time when you had to push back on a customer's request?

Certainly! I once had a customer request a feature that would require significant resources and is outside our current roadmap. I approached the situation by explaining the rationale behind our prioritization and offering alternatives that could address their immediate needs, thus maintaining a positive relationship.

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What are some key metrics you monitor during an onboarding project?

During onboarding projects, I typically monitor metrics like completion timelines, customer feedback scores, and user engagement levels within the product. These metrics help assess the onboarding success and areas for improvement, thus driving future enhancements.

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How do you manage your time effectively when onboarding multiple clients?

I manage time effectively by utilizing project management tools to track tasks and deadlines while scheduling regular client updates. Prioritizing tasks based on urgency and complexity helps me stay organized and focused, ensuring timely onboarding processes.

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What role does collaboration play in your work as a Solutions Consultant?

Collaboration is essential in my role as it enables me to align closely with product and engineering teams. By sharing customer feedback and insights, I help guide product decisions that enhance user experience and support successful customer onboarding.

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What motivates you to work in customer success?

I am motivated by the opportunity to genuinely help businesses succeed. Seeing the positive impact our solutions have on their processes is incredibly rewarding. I thrive on building strong relationships with clients and understanding their journeys as they adapt to our products.

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How do you keep yourself updated with industry trends in procurement and SaaS?

I keep myself updated with industry trends by following relevant blogs and publications, attending webinars and conferences, and engaging in online communities. Networking with fellow professionals also helps me stay informed about the evolving landscape in procurement and SaaS solutions.

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Zip is a leading global financial services company, offering innovative, people-centred products that bring customers and merchants together. On a mission to be the first payment choice everywhere and every day, Zip offers point-of-sale credit and...

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Full-time, remote
DATE POSTED
December 4, 2024

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