Method (methodfi.com) Logo

Method (methodfi.com)

Solutions Consultant

Reposted One Month Ago
Be an Early Applicant
Hybrid
New York, NY, USA
150K-180K Annually
Senior level
Hybrid
New York, NY, USA
150K-180K Annually
Senior level
Join pre-sales early to lead technical discovery, design integration plans, and accelerate technical approval. Build playbooks, knowledge base, and partner with sales, CS, and product to drive adoption and inform roadmap.
The summary above was generated by AI
Meet Method

Method has built the most modern way to connect to consumer financial accounts. Combining real-time liability connectivity with instant payment execution, Method’s API is designed to make it easy for people to connect their financial accounts to the apps and services they want to use.
We have helped 45+ million users connect 350+ million liability accounts credential-less and processed over $2.5B in payments, helping users save millions in interest. One in every three credit cards in the United States is in the Method ecosystem and leading financial institutions like SoFi, Bilt, Cleo, Sezzle, Figure & Aven rely on our APIs to build magical experiences for millions of consumers.
We’re a team of 50+ people spread across offices in Austin, SF, New York City, and Washington D.C! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!

The impact

We’re hiring a Solutions Consultant to improve Method’s technical sale and expansion motion. You will operate across pre-sales, joining customer conversations early to run technical discovery, solutioning, and integration planning so prospects and customers reach “technical yes” faster.

This role is a subject matter expert position. You’ll bring deep technical comfort (ideally in APIs), strong critical thinking, and a consultative approach to connecting customer pain points to Method’s product capabilities and roadmap. The goal is to make buying and expanding with Method easier, faster, and more repeatable.

What You’ll Do
  • Join high-priority deals early (often call 1–2) as the technical partner to the AE; lead technical discovery and solutioning.

  • Translate customer architecture, constraints, and goals into a clear proposed approach (integration plan, sequencing, risks, and tradeoffs).

  • Improve technical sales velocity by tightening the cycle from discovery → solutioning → terms with crisp technical alignment and next steps.

  • Occasionally support post-sale solutioning and expansion: participate in customer roadmap conversations, propose new use cases, and accelerate adoption.

  • Build solutions playbooks for Discovery and reference architecture to embed a repeatable solutions motion across pre and post sales.

  • Create and maintain a lightweight knowledge base / product catalog.

  • Partner closely with AEs, CS, TIEs, and Product to surface recurring issues, improve enablement, and feed product learnings back into roadmap decisions.

Who You Are
  • 5+ years experience in technical Solutioning in a pre-sales environment.

  • Strong technical foundation (CS preferred; STEM/engineering/math/physics acceptable with clear technical depth)

  • Prior experience working with APIs (selling, implementing, supporting, or solutioning).

  • Demonstrated critical thinking: you consistently get behind the question and give answers that match the underlying need.

  • Comfortable operating in both pre-sales and post-sales contexts; you can shift between solution design and customer enablement.

  • High ownership and speed: you ramp quickly, contribute actively on calls, and produce durable assets (playbooks, guides, demos) that reduce future load.

  • Comfortable in a startup environment with ambiguous processes and evolving org structure.

Extra Awesome
  • Experience at API-first fintech/infra companies (e.g., Plaid, Stripe) or similarly technical SaaS (observability/data platforms like Datadog).

  • Experience selling/solutioning into lenders, fintechs, or complex enterprise buyers.

  • Experience building technical champions within customer orgs and partnering deeply with engineering/product teams.

  • History of creating technical enablement content and reusable solution frameworks.

The annual US base salary range for this role is: $170,000 - $200,000.


Benefits available to full time employees
  • Medical, Dental, Vision; basic medical plans 100% covered

  • Flexible PTO

  • $30/day Lunch allowance when working from the office

  • 12 weeks parental leave

  • Commuter benefits; employer-sponsored

  • Phone/internet stipend

  • WFH stipend

  • Student loan repayment contribution

  • Lifestyle Spending stipend

  • Learning & Development stipend

  • Hybrid-office stocked with snacks

  • Quarterly team off-sites

In-office Policy

For most roles are Method, we expect a regular in-person presence at one of our hubs in NYC, Austin, SF or DC. We have embedded flexibility to work remotely for a week here and there, but the general expectation is a minimum 2-3 days/week in office on average. What does not work is full-time remote.

Accommodations

Method provides reasonable accommodations to applicants with disabilities. If you need assistance with your application due to a disability, please contact us at [email protected] to request an accommodation.

Method (methodfi.com) New York, New York, USA Office

148 Lafayette St, New York, New York, United States, 10013

Similar Jobs

4 Days Ago
Remote or Hybrid
United States
79K-89K Annually
Entry level
79K-89K Annually
Entry level
Cloud • Fintech • Information Technology • Machine Learning • Software
Support Xero’s partner sales channel by guiding accounting and bookkeeping practices through onboarding, data migration, software implementation, and activation. Deliver one-on-one and group training on Xero and related products, manage stakeholder expectations, schedule virtual and on-site sessions, maintain Salesforce records, and create self-service resources. The role requires frequent travel to partner practices and strong accounting, communication, presentation, and relationship-building skills.
Top Skills: Advance TrackCloud Accounting PlatformsGmtHubdocJet ConvertMelioSaaSSalesforce CRMSyftXeroXero Payroll
5 Days Ago
Hybrid
2 Locations
120K-137K Annually
Mid level
120K-137K Annually
Mid level
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
Designs and delivers customer data, marketing technology, and customer experience solutions for clients, including requirements gathering, solution design, implementation, activation, analytics, and measurement. The role uses SQL and ETL expertise, collaborates with architects, leads project workstreams, supports delivery planning and risk mitigation, creates technical and business deliverables, and mentors junior team members. Client-facing consulting experience in marketing technology, customer data platforms, marketing automation, cloud solutions, and omnichannel engagement is required.
Top Skills: Cloud Data PlatformsCustomer Data ManagementCustomer Data PlatformsData AnalyticsETLMarketing AutomationMartechSQL
6 Days Ago
Hybrid
2 Locations
160K-177K Annually
Senior level
160K-177K Annually
Senior level
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
Consults with clients on marketing technology, customer data, and customer experience transformation. Leads strategy, solution design, implementation, activation, analytics, and performance measurement for customer engagement initiatives. Translates business goals into scalable technology solutions, guides data integration and solution roadmaps, manages project delivery, facilitates workshops, supports proposals and business cases, and mentors junior consultants.
Top Skills: AnalyticsCloud Technology SolutionsCustomer Data Platforms (Cdps)Customer Engagement TechnologiesData IntegrationMarketing Automation PlatformsReporting

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account