Coverbase Solutions Consultant at Coverbase leads proofs of concept and customer evaluations to close deals. The role involves project planning, stakeholder management, product demos, and coordinating with engineering on product requests.
Responsibilities
Own POCs from kickoff through final readout. Define scope, success criteria, timelines, and responsibilities with customers and AEs, then manage execution.
Be the face of Coverbase during the POC process. Lead customer meetings, manage stakeholder relationships, and keep everyone aligned on progress, commitments, and next steps.
Partner with AEs to tailor and lead product demonstrations. Connect Coverbase’s capabilities to each customer’s risk workflows, pain points, and business objectives.
Become the product expert. Ramp quickly on the platform and the TPRM landscape, stay ahead as the product evolves, and be the go-to authority for our GTM team on how to position Coverbase against each client’s problems.
Manage product requests and configurations with engineering. Translate customer needs into clear requirements, coordinate delivery, and balance priorities across customers, AEs, and engineering.
Own POC metrics and presentation decks. Measure results against agreed success criteria and communicate the value of Coverbase through clear, compelling readouts and business cases.
Help AEs close deals. Anticipate blockers, resolve outstanding questions, support security reviews, RFPs, and technical due diligence, and provide the product expertise, materials, and follow-through needed to move opportunities forward.
Bridge pre-sales to implementation. Hand off customer goals, use cases, requirements, and success criteria to our implementation team and partners so delivery matches what was sold, and help identify expansion opportunities.
Build a repeatable solutions process. Develop POC templates, demo flows, and reporting assets, and bring structured customer feedback to the product and engineering teams.
Represent Coverbase at conferences and client meetings (travel expected).
Minimum Requirements
5+ years in solutions consulting, solutions engineering, sales engineering or a similar pre-sales role selling enterprise SaaS.
Qualification
Hands-on use of procurementPractitioner background in procurementWhat makes this role uniqueFounding pre-sales hireCentral to product and GTM
Preferred
Pre-sales experience at an early-stage or high-growth startup, ideally through a scaling phase.
Experience selling to regulated or complex buyers (banks, insurance carriers, higher education, life sciences) a strong plus.
Familiarity with regulatory and risk frameworks such as OCC and FFIEC guidance, DORA, NIST, ISO 27001, SOC 2, SOX or GxP.
Hands-on use of procurement, ERP or GRC systems (e.g., SAP Ariba, Coupa, Oracle, Workday).
Practitioner background in procurement, risk, compliance or security.
What makes this role unique
Founding pre-sales hire: You’ll define how Coverbase runs evaluations, proves value and wins deals.
Central to product and GTM: You’ll sit at the center of our product and go-to-market conversations, with a direct hand in shaping both.
