The Solutions Consultant will conduct product demos, assist in sales cycles, and provide evidence of product value while maintaining product knowledge and client relations.
Drivetrain is on a mission to empower businesses to make better decisions. Our financial planning & decision-making platform helps companies scale and achieve their targets predictably.
Drivetrain is a remote-first company headquartered in the San Francisco Bay Area. Founded in 2021 by a couple of ex-Googlers, Drivetrain is a fast-growing company on a trajectory for success with backing from leading venture capital firms.
Drivetrain provides a great culture for its employees to thrive in and be happy.
💜 Remote-friendly: Drivetrain brings together the best and the brightest, no matter where they are and provides them a great degree of autonomy. We trust our people.
🗣️ Open & transparent: We know that when our creators have access to all the information they need, their best work will emerge.
👏 Idea-friendly: We provide an environment to explore new ideas, to take risks, to make mistakes, and to learn, so you can succeed. Anyone in the company can come up with great ideas and become a catalyst for positive change. We let the best ideas win.
👥 Customer-centric: We follow a product-led growth strategy, continuously learning from our customers and collaborating to build the amazing software that Drivetrain is.
About the role
At Drivetrain.ai, we don’t just sell a vision; we build it. We are looking for a Solutions Consultant who is technically adept and financially fluent to partner with our Account Executives and Data Analyst teams. In this role, you will go deep into the "how"—architecting data structures, building complex financial models, and demonstrating the tangible value of Drivetrain to CFOs and Finance leaders.
What You’ll Do
Architect & Build Solutions: Move beyond high-level strategy to hands-on execution.
You will design, model, and configure proof-of-concepts and pilot implementations within Drivetrain to solve specific financial pain points.
Serve the Office of the CFO: Act as a trusted advisor to CFOs and VPs of Finance. You will translate their complex business requirements—from FP&A and consolidation to scenario planning—into robust technical logic.
Data Architecture & Integration: Leverage your exposure to data architecture to design scalable data models. You will guide prospects on how to best structure their financial and operational data (ERP, CRM, HRIS) for optimal performance within Drivetrain.
Technical Workshops: Lead deep-dive technical workshops where you define business logic, map data flows, and build customized models live to prove the platform’s value.
Strategic Discovery: Conduct technical discovery sessions to uncover the limitations of a prospect’s current architecture (e.g., rigid Excel sheets, legacy EPMs) and map out a modern, data-driven planning infrastructure.
Cross-Functional Feedback: Act as the "voice of the implementation" to Product and Engineering, providing detailed feedback on backend data handling, modeling flexibility, and calculation engine performance based on real-world client scenarios.
Who You Are
Finance Background (CPA Preferred): You speak the language of finance fluently. A background as a CPA, or significant experience in FP&A/Corporate Finance, is strongly preferred.
You understand the nuances of the three financial statements, revenue recognition, and driver-based planning.
Implementation Heavy: You are not afraid to get your hands dirty with data. You have a track record of actually building models, not just presenting slides. You enjoy the puzzle of translating a messy spreadsheet into a clean, multidimensional model.
Data Architecture Exposure: You have a working knowledge of how data is stored and structured (Schemas, Dimensions, Cubes). You understand the implications of data granularity and hierarchy management on system performance.
EPM Expertise: Deep modeling experience in at least one major EPM product is required (e.g., Adaptive Insights, Anaplan, TM1/Planning Analytics, Planful, Vena, Jedox, Abacum, Runway, etc.). You understand the mechanics of multidimensional planning.
Business Acumen: You can command a room of C-level executives. You possess the empathy to understand their stress points and the technical authority to prescribe the cure.
Agile & Technical: You are comfortable in a fast-paced startup environment where you may need to troubleshoot a data integration one hour and present a strategic roadmap to a CFO the next.
Qualifications
BA/BS degree in Finance, Accounting, Information Systems, or related field.
CPA or CA designation is highly preferred.
3+ years of experience in EPM implementation, Sales Engineering, or Technical Finance roles.
Sounds exciting? Apply to us at [email protected]
Sounds exciting? Apply at [email protected]. It may just be the next best decision you’ve ever made!
Top Skills
Accounting Standards
Application Software
Cloud-Based Financial Planning And Analysis (Fp&A) Software
Similar Jobs
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Drive adoption of Airwallex's payments platform, lead product discussions, collaborate with teams, refine go-to-market strategies, and secure new customers in North America.
Top Skills:
Alternative Payment MethodsB2B PaymentsCard AcquiringFintechPayments Products
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
The Staff Product Designer will collaborate with cross-functional teams, lead design efforts, and ensure product consistency while driving strategic direction for global products.
Top Skills:
AIProduct DesignUx
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
The Executive Assistant supports senior leadership by managing calendars, coordinating meetings, preparing communications, and overseeing events. This role requires exceptional organizational and communication skills and involves working closely with internal and external stakeholders.
Top Skills:
ConfluenceGoogle SuiteSlackZoom
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
