Assist with onboarding efforts for new clients, helping to configure and deliver Socure’s platform according to customer needs.
Support technical integrations by working with client teams and providing input on best practices.
Help troubleshoot technical issues during early stages of deployment in coordination with Support and Customer Success teams.
Work alongside internal teams to make sure client questions are addressed quickly and thoroughly.
Participate in ongoing optimization efforts to improve the client experience.
Gather and document technical and functional requirements from clients.
Help translate client workflows into effective product configurations.
Assist in resolving integration or product issues, escalating as needed.
Deliver introductory training sessions and walkthroughs to help clients get started confidently.
Contribute to the creation of documentation and internal resources to support common onboarding patterns.
Share client feedback and observations with Product, Engineering, and other teams to help inform product improvements.
Collaborate with Sales, Support, and Customer Success to ensure a coordinated customer experience.

2–4+ years of experience in a solution consulting, technical implementation, or support engineering role—preferably within SaaS or a technology-related company.
Working knowledge of APIs, data integration, and web-based platforms.
Comfortable explaining technical concepts to clients in a clear and approachable way.
Ability to manage multiple client needs and timelines in a structured and organized manner.
A collaborative attitude with a willingness to learn and adapt.
Bachelor’s degree or equivalent experience in a technical or related field.

Senior Solution Consultant – Post-Sales, Platform

Key skills