Solutions Consultant

Chartbeat, Inc. · United States · Other

Posted 2026-09-17

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About the Role

As a Solutions Consultant, you will work directly with clients during implementation and project engagements to design, configure, and deploy solutions within the AdBook platform. You will partner with internal teams across Product, Engineering, and Client Success to translate client business requirements into scalable technical solutions. This role is highly project-focused and requires a strong combination of technical aptitude, problem-solving, and client consulting skills.

Key Responsibilities

Lead Implementation Projects

Guide clients through onboarding and implementation of the AdBook+ platform

Translate business requirements into system configuration and workflows

Deliver project milestones including discovery, configuration, testing, training, and go-live support

Ensure projects are delivered on time and aligned with agreed scope

Design and Configure Solutions

Become an expert in the features, capabilities, and configuration of the AdBook+ platform

Configure system features to support client business workflows

Provide recommendations on best practices and optimal platform use

Support integrations and data workflows where applicable

Provide Technical and Product Expertise

Serve as a subject matter expert during implementation and project engagements

Troubleshoot configuration and workflow issues

Provide training and guidance to client teams on platform functionality

Document solutions and configuration approaches for internal and client reference

Collaborate Across Internal Teams

Work closely with Product and Engineering to escalate and resolve technical issues

Partner with Sales and Client Success to support solution design when needed

Provide feedback to Product teams based on implementation experience and client needs

Qualifications

Bachelor’s degree in a related field or 2-4 years of experience

Contribute to implementation playbooks, documentation, and best practices

Identify opportunities to improve delivery processes and client outcomes

Share knowledge and mentor team members when appropriate

Strong analytical and problem-solving skills

Experience working with complex software platforms and client implementations

Ability to translate business processes into technical solutions

Experience managing projects or implementation workstreams

Excellent communication skills with the ability to engage both technical and non-technical stakeholders

Strong organizational and time management skills

Ability to manage multiple projects and priorities simultaneously

Comfort working cross-functionally with Product, Engineering, and Commercial teams

Benefits

Comprehensive Health, Dental, and Vision Insurance

401K with company match (100% of the first 3% and 50% of the next 2%)

Fully Paid Parental Leave - 18 weeks for birthing parents, 12 weeks for non-birthing parents

Phone and internet stipend

Wellness, learning, and coworking reimbursements

Flexible work hours

Unlimited PTO

11 paid holidays and December holiday closure

Annual In-Person Event

The compensation range for this position is $90,000 - $115,000.

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