Solutions Consultant

As a hybrid Software & Payments Solutions Consultant, you will act as a trusted advisor and technical subject matter expert (SME) supporting our Growth Sales Teams. Your focus will be on the pre-sales process—partnering with account executives to design, position, and deliver solutions that align 8am’s software and payment technologies with the unique needs of law firms and professional service organizations.

By combining deep product expertise, consultative discovery skills, and market knowledge, you will help shape deal strategy, deliver compelling value-based demonstrations and accelerate revenue growth while strengthening 8am’s position as the trusted leader in legal and professional services software.

Essential Functions & Responsibilities

• Partner with Account Executives to uncover customer objectives, workflows and technical requirements.
• Translate business challenges into solution recommendations and demonstrate how 8am’s software solutions drive measurable business value.
• Deliver tailored product demonstrations, proof-of-concept and solution-oriented presentations that highlight ROI, compliance and operational efficiencies.
• Serve as the subject matter expert (SME) on 8am’s suite of software and payment related applications.
• Uniquely understand and empathize with our customer’s problems and pain points with the ability to demonstrate and communicate the unique value our solutions have to offer.
• Anticipate and address technical questions during the sales cycle with clarity and confidence.
• Utilize industry knowledge and expertise to craft custom demonstrations and value propositions by practice area, segment and persona.
• Own product engagement with customers during the trial phase. Communicate 8am’s value based on activities and work with customers on any identified issues or concerns to a successful conclusion.
• Provide competitive intelligence and positioning strategies that differentiate 8am in the market.
• Collaborate with sales leadership to develop playbooks, demo scripts, presentation materials and templates that scale across the sales organization.
• Train and mentor sales reps on product knowledge, discovery techniques and demo execution.
• Maintain accurate notes and feedback in CRM regarding customer input both for wins and losses.
• Influence product roadmap and go-to-market positioning with insights from complex sales cycles.
• Proactively engage and communicate with customers and software business/technical team regarding feedback, integrations and market.
• Stay up to date on industry trends, competitor solutions and emerging fintech/legal tech developments.
• Use industry knowledge to guide sales conversations and strengthen 8am’s position as a thought leader in payments for professional services.

Requirements

• Bachelor's degree preferred
• 1-3 years in pre-sales consulting, technical sales or sales engineering in Saas, fintech or payments
• Prior experience in the legal industry (paralegal, office admin, legal ops, etc.) strongly preferred
• Ability to clearly communicate technical information
• Ability to autonomously manage ambiguous situations
• Strong interest in learning new and challenging platforms
• Familiarity with security, compliance and integration concerns common to small to medium sized professional service providers
• Technical skills combined with significant social prowess
• Genuine passion for customer service and support
• Deep understanding of merchant processing including interchange, compliance (PCI, AML, data security) and integrations with practice management systems
• Comfort conducting demos and participating on calls for extended period of times
• Experience working in a Salesforce environment with an understanding of the platform, users, and the partner ecosystem required
• Experience with sales methodologies such as Sandler, MEDDICC or Challenger
• Ability to thrive in a dynamic, fast-paced environment and quickly acquire new skills.
• This position is preferred to sit in Austin, TX

Additional Information
The salary range for this position is $70,000 to $110,000. The salary range for performing this role outside of the US / Austin / California may differ. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education.

Why 8am:

At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.

Here’s how we support our 8Team:

• Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees.
• Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members.
• Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents.
• Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching.
• Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development.
• Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually).
• Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform.

At 8am, we don’t just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day.

Diversity, equity & inclusion at 8am:

At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.

Security advisory:

Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.