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)
- 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).
- Customer Focus: Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust & respect.
- Listening: Practices attentive and active listening. Asking thoughtful questions to get a good understanding. Probing questions. Clarifying questions. Confirmation questions.
- Organizing: Can handle multiple activities at once to accomplish a goal, uses resources effectively, arranges information in a useful manner.
- Technical / Functional Skills: Has the functional and technical skills to do the job at a high level of accomplishment. (Understanding of complex terminology / solutions).
- 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.
- Perseverance: seldom gives up, especially in the face of resistance or setbacks.
- 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
- Proactively ensure there are no holes in AP’s presentation
- Build rapport & offer support
Responsibilities: Implementation & Support
- 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
- Verify reconciliation strategy
- Explanation of execution and strategy (i.e timeline and expectations)
- PCI compliance
- Ongoing meetings
- Address questions and provide resolutions
- Address equipment issues