Solutions Consultant, Docketwise

Position Overview

• Location Type: Hybrid (Austin, Texas)
• Job Type: Full-Time
• Salary: Not specified

Description: AffiniPay is a leading fintech company specializing in professional services payments and practice management software. The Solution Consultant, Docketwise, serves as an industry and technical advisor in the pre-sales process, partnering with the sales team to understand customer needs, strategize sales cycles, provide demonstrations, support free trials, and ultimately close business. This role combines legal industry knowledge with strong technical and communication skills.

Requirements

• Experience: 2+ years of experience in a customer-facing role at a software company.
• Industry Experience: 2+ years of experience in the legal industry (e.g., paralegal, office administrator, legal clerk).
• Docketwise Experience: Previous experience using Docketwise is preferred.
• Communication Skills: Ability to clearly communicate technical information.
• Problem-Solving: Ability to autonomously manage ambiguous situations.
• Language Skills: Bilingual in Spanish/English is not required but is greatly preferred.

Responsibilities

• Partner with the Sales Team to articulate the overall AffiniPay value proposition, vision, and strategy to customers.
• Technically close complex opportunities through competitive knowledge, technical skill, industry knowledge, and credibility.
• Understand customer problems and pain points and demonstrate the unique value of AffiniPay's technical solutions.
• Craft custom demonstrations and value propositions by practice area, segment, and persona.
• Own product engagement with customers during the trial phase, addressing issues and concerns.
• Serve as a central point of contact for the sales team regarding product, requirements, and business fit.
• Deliver product and technical demonstrations/presentations to potential clients.
• Maintain accurate notes and feedback in CRM regarding customer input (wins and losses).
• Proactively engage and communicate with customers and internal teams regarding product feedback, industry trends, and the competitive landscape.
• Train the sales team on demo techniques and provide resources to enhance their skills.
• Other duties as assigned.

Application Instructions

• Not specified in the provided text.

Company Information

AffiniPay is a leading fintech company based in Austin, Texas, specializing in professional services payments and practice management software. It has been recognized as one of Inc. 5000’s fastest-growing companies in the U.S. for 13 years in a row.