Solutions Consultant, AP Automation at Switchboard Hiring

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Feb, 26

Salary

0.0

Posted On

10 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Expertise, Presentation Skills, Public Speaking, Technical Support, Training, Sales Support, Customer Engagement, Product Knowledge, Communication Skills, Pre-Sales Support, AP Automation, Cloud-Based Platforms, Stakeholder Relationships, Video Content Creation, Event Speaking, Team Coaching

Industry

Description

Yooz is seeking a dynamic Solutions Consultant to bring our AP automation platform to life through demos, webinars, and events. Ideal for someone with CFO or Controller experience, this role blends financial expertise with pre-sales impact—helping prospects see Yooz from the customer’s perspective. You’ll partner with sales and marketing teams to drive engagement, credibility, and product adoption across global markets. About Yooz Yooz is redefining Lean Financial Operations automation. They're a global leader in cloud-based AP and purchase-to-pay automation, trusted by 600,000+ users across 50+ countries to eliminate waste, accelerate growth, and defeat fraud with industry-leading native AI. Great Place To Work Certified, Yooz puts people first with a culture built on integrity, excellence, and obsessive customer focus. What You'll Do Serve as a highly visible pre-sales champion bridging marketing, sales, and product enablement to represent Yooz’s voice of expertise across partner and customer ecosystems. Lead product demonstrations, webinars, and Yooz University training sessions to showcase AP automation and drive adoption Support sales teams by responding to technical questions, maintaining demo environments, and serving as a SME on customer-facing calls Train and certify partner teams and internal staff (Sales, SDR, Marketing, CSM) to build product credibility and knowledge Speak at industry events, trade shows, and partner workshops to position Yooz as the leader in AP automation Create video capsules, sales scripts, and LinkedIn content to amplify Yooz's value proposition Partner with sales, marketing, and product leadership to align activities, coordinate messaging, and respond to marketing requests Travel to key partner events and offices across the US to deliver training and build stakeholder relationships 10+ years in leadership level financial roles with hands-on experience in AP automation and purchase-to-pay processes; ideally with prior experience evaluating, implementing, or using similar cloud-based platforms Exceptional presentation and public speaking skills—comfortable leading technical conversations with C-suite finance leaders, conducting demos, and speaking at events Strong ability to translate complex financial operations challenges into compelling customer narratives and speak authentically from the buyer's perspective Excellent written and verbal communication skills for creating sales scripts, video content, and marketing materials Willingness to travel for partner events, workshops, and trade shows Player-coach mentality—equally comfortable providing strategic pre-sales support, executing demos, coaching teams, and continuously learning new product capabilities Location: Dallas, TX - Remote Work Schedule: Full-time or part-time depending on candidate experience and availability. Benefits: Health, dental, and vision coverage starting your first full month 401(k) with employer match Life insurance, short and long-term disability insurance Generous paid time off + 11 paid holidays + 1 paid volunteer day Paid parental and sick leave Sponsorship not available. Position only available to those within the US with legal authorization to work.

Responsibilities

The Solutions Consultant will lead product demonstrations, webinars, and training sessions to showcase Yooz's AP automation platform. They will also support sales teams and engage with partners and customers to drive product adoption.