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Solutions Advisor

Job Mission:

What is the primary responsibility for this position?

The Solutions Advisor is ultimately responsible for the Discovery and for the implementation process, post-discovery.

The purpose of and goal of the Solutions Advisor is to establish credibility, build trust, and create a world-class customer experience through effective communication, organization and execution.


  • 5 years of professional experience, SaaS client success, and/or consulting
    • At least one year experience in payment technology and / or PCI compliance
  • Location: Chicago, IL (Estimated 25% travel required)

Key Competencies:

  1. Interpersonal Savvy: Relates well to all kinds of people. Builds appropriate rapport. Uses diplomacy and tact. Can diffuse even high-tension situations comfortably. Strong ability to read the room (knows when to push and when to be patient).
  2. Customer Focus: Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust & respect.
  3. Listening: Practices attentive and active listening. Asking thoughtful questions to get a good understanding. Probing questions. Clarifying questions. Confirmation questions.
  4. Organizing: Can handle multiple activities at once to accomplish a goal, uses resources effectively, arranges information in a useful manner.
  5. Technical / Functional Skills: Has the functional and technical skills to do the job at a high level of accomplishment. (Understanding of complex terminology / solutions).
  6. Time Management & Priority Setting: Values time and gets more done in less time than others. Uses time efficiently and effectively. Spends time on what is important, eliminates roadblocks.
  7. Perseverance: seldom gives up, especially in the face of resistance or setbacks.
  8. Business Acumen: Keenness and quickness in understanding and dealing with a “business situation” in a manner that is likely to lead to a good outcome.

Responsibilities: Acquisition & Discovery


  • Participate in Discovery Proposal Review meeting
  • Build rapport, develop relationship, and understand the opportunity


  • Participate in Discovery Proposal Commitment Meeting
  • Understand engagement goals
  • Establish (tentative) engagement schedule, next steps and expectations

Discovery: Execution of Project Plan

  • Create, organize, communicate
  • Organize and schedule engagement
  • Gather contacts, complete internal checklist
  • Contact, Listen, Document
  • Establish contact across the entire campus
  • Manage cross-campus kick-off (facilitated through university)
  • Uncover Pain (During meetings)
  • Discovering sales opportunity focused on PCI, security risk, & inefficiencies
  • Focused on University (org) and individual Departments
  • Solution Design (After on-site meetings)
  • Demonstrate credibility
  • Show complexity of pain

Final Discovery Presentation & Proposal

  • Create a quality final presentation through effective collaboration
  • Provide support & shared experiences

Final Commitment

  • Proactively ensure there are no holes in AP’s presentation
  • Build rapport & offer support

Responsibilities: Implementation & Support

Weekly Meeting

  • Project kick-off
  • Explain solution plan approved by stakeholders

Independent Department Meetings

  • What we learned
  • What was approved
  • Presentation of department implementation plan

Coordination with Vendors & Departments

  • Finalize vendor solutions
  • Sign vendor contracts

Reconciliation Plan

  • Verify reconciliation strategy
  • Explanation of execution and strategy (i.e timeline and expectations)

Deploy Solutions

  • PCI compliance
  • Installation
  • Training
  • Efficiency
  • Ongoing meetings

Support Solutions

  • Address questions and provide resolutions
  • Address equipment issues

If this sounds like a good fit for your future, please apply…

Tell us in your own words why you would like to work for Arrow Payments. Please use the following link to submit your cover letter and resume for consideration.

Work With Arrow Payments