Solutions Advisor
Solutions Advisor
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.
Requirements:
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:
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 in, 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
Propose:
Participate in Discovery Proposal Review meeting
Build rapport, develop relationship, and understand the opportunity
Commit:
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 Arrow Payments’s presentation
Build rapport & offer support
Responsibilities: Implementation & Support
Weekly Meeting
Project kick-off
Explain solution plan approved by Treasury
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