Solution Consultant, Docketwise

Position Overview

The Solution Consultant, Docketwise serves as an industry and technical advisor in the pre-sales process. This role partners with the sales team to understand customer needs, strategize sales cycles, provide compelling value-based demonstrations, support free trial management, and ultimately close business. The position combines deep understanding of the legal industry with strong technical and communication skills to help prospects understand how AffiniPay services can best meet their needs.

Responsibilities

• Partner with the Sales Team to articulate the overall AffiniPay value proposition, vision, and strategy to prospective and current customers.
• Technically close complex opportunities through advanced competitive knowledge, technical skill, industry knowledge, and credibility.
• Understand customer problems and pain points, demonstrating and communicating the unique value of AffiniPay's technical solutions, primarily in English, but also Spanish if applicable.
• Utilize industry knowledge and experience to craft custom demonstrations and value propositions by practice area, segment, and persona.
• Own product engagement with customers during the trial phase, communicating AffiniPay's value based on activities and working with customers on any identified issues or concerns to a successful conclusion.
• Act as a central point of contact for the sales team regarding product, product requirements in the legal space, and business fit for prospective customers.
• Deliver product and technical demonstrations/presentations to potential clients.
• Maintain accurate notes and feedback in CRM regarding customer input, both wins and losses.
• Proactively engage and communicate with customers and software business/technical teams regarding product feedback, industry trends, and the competitive landscape.
• Train the sales team on demo techniques, providing guidelines, scripts, and other resources to assist in advancing the demo skills of the entire sales team.
• Other duties as assigned.

Requirements

• 2+ years of experience in a customer-facing role at a software company.
• 2+ years of experience in the legal industry (e.g., paralegal, office administrator, legal clerk, or other role).
• Previous experience using Docketwise is preferred.
• Ability to clearly communicate technical information.
• Ability to autonomously manage ambiguous situations.
• Bilingual in Spanish/English is greatly preferred, though not required.
• Strong interest in learning new and challenging platforms.
• Possess technical skills combined with significant social prowess.
• Genuine passion for customer service and an ability to troubleshoot in an unknown product ecosystem.
• Ability to identify and learn new technology and skills without explicit guidance.
• Capable of owning difficult situations all the way through to completion.
• Willingness to develop technical skills outside of normal working hours.

Company Information

About AffiniPay

Founded in 2005, AffiniPay's mission is to build technology products that help professionals focus on the work they love. As the leader in the professional payments industry, AffiniPay’s products serve legal, accounting, architectural, engineering, and construction firms. Our portfolio of software solutions includes MyCase (Legal Practice Management Software), CASEpeer (Practice Management for Personal Injury Firms), and Docketwise (Immigration & Case Management Software). Our portfolio of payment solutions include LawPay (Legal) and AffiniPay (Professional Services).

AffiniPay is a leading fintech company based in Austin, Texas. As the market leader in professional services payments and practice management software, AffiniPay’s tech products serve legal, accounting, architectural, engineering, and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

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