At AffiniPay, we’re continuously tackling exciting and interesting problems to define the direction of the financial technology industry and transform the way professionals get paid. Our drive to be leaders in fintech has fostered our fast-moving, growth-focused culture. We’ve assembled teams of highly collaborative problem solvers who are passionate about both personal and company growth. We are eager to create, work together, and do whatever it takes to get the job done. We also know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team-members’ growth and development, recognize accomplishments, and celebrate successes together. We’re building a winning team, and we need more creative, collaborative, and fun-loving people to help us get the job done!

Hi, We’re AffiniPay!

AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and practice management software, AffiniPay’s tech products serve legal, accounting, architectural, engineering and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

The Solution Consultant, Docketwise serves as an industry and technical advisor in the pre-sales process. The Solutions Consultant will partner with the sales team to understand the needs of Affinipay’s customers, strategize on how to navigate our sales cycles, provide compelling value-based demonstrations, support sales reps in managing free trials, and ultimately close business. This role combines a deep understanding of the legal industry with strong technical and communication skills to help prospects understand how AffiniPay services can best meet their needs.

What You'll Do

Partner with the Sales Team to articulate the overall AffiniPay value proposition, vision and strategy to our prospective and current customers
Technically close complex opportunities through advanced competitive knowledge, technical skill, industry knowledge and credibility
Uniquely understand our customer’s problems and pain points with the ability to demonstrate and communicate the unique value our technical solutions offer primarily in English, but also Spanish if applicable
Utilize industry knowledge and experience to craft custom demonstrations and value propositions by practice area, segment and persona
Own product engagement with customers during the trial phase. Communicate AffiniPay’s value based on activities and work with customers on any identified issues or concerns to successful conclusion
Act as a central point of contact for the sales team about product, product requirements in the legal space and business fit for our prospective customer
Deliver product and technical demonstrations / presentations to potential clients
Maintain accurate notes and feedback in CRM regarding customer input both wins and losses
Proactively engage and communicate with customers and software business/technical teams regarding product feedback, industry trends and competitive landscape
Train sales team on demo techniques, providing guidelines, scripts and other resources to assist in the advancement of demo skills of the entire sales team
Other duties as assigned

About You

2+ years of experience in a customer facing role at a software company
2+ years of experience in the legal industry such as a paralegal, office administrator, legal clerk or other role
Previous experience using Docketwise preferred
Ability to clearly communicate technical information
Ability to autonomously manage ambiguous situations
Bilingual in Spanish/English is not required, but greatly preferred
Strong interest in learning new and challenging platforms
Technical skills combined with significant social prowess
Genuine passion for customer service and an ability to troubleshoot in an unknown product ecosystem
Ability to identify and learn new technology and skills without explicit guidance
Capable of owning difficult situations all the way through to completion
Willingness to develop technical skills outside of normal working hours

Our Story

Founded in 2005, AffiniPay’s mission is to build technology products that helps professionals focus on the work they love. As the leader in the professional payments industry, AffiniPay’s products serve legal, accounting, architectural, engineering and construction firms. Our portfolio of software solutions include MyCase (Legal Practice Management Software), CASEpeer (Practice Management for Personal Injury Firms), Docketwise (Immigration & Case Management Software), and Woodpecker (Legal Document Automation). Our portfolio of payment solutions include LawPay (Legal), AffiniPay for Associations (Associations), CPACharge (Accounting Professionals), and ClientPay (Architect, Engineer, and Construction). AffiniPay’s products serve over one hundred thousand users, and we are noted as one of the fastest growing tech companies in Austin, Texas. We are constantly looking for talent to join our team to continue playing a key part in unlocking our potential.

Diversity, Equity & Inclusion at AffiniPay

At AffiniPay, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.

Benefits that Benefit You!

As a people first culture, we believe it is important that our teammates are happy, healthy, and productive. In order to best support that, AffiniPay provides award-winning benefits that can make a difference in your life - right now and for the future.

All employees receive fully covered medical, dental and vision coverage - Choose from our 2 available health plans based on what fits you and/or your family!
Have some fur babies? - We offer them insurance too!
RELAX and enjoy your time away with our flexible paid time off policy!
We will help you plan for your future - 401K, or RRSP if in Canada, with a company match
Competitive compensation packages that include mid-year and end-of-year bonuses and equity options for all full-time employees
Health Wellness Program that includes nutrition consultations, mental health apps, and access to discounted memberships
Have plans to grow your family? - Parental resources, including 16 weeks of paid time off for primary caregivers
Professional development opportunities including mentorships, leadership programs and our AffiniPayU courses
We believe it is important to give back with our Matching Gift Program and organized activities focused on donations, volunteerism and supporting the local communities throughout the country
D&I initiatives provide educational opportunities regarding multicultural issues, tolerance, and celebrating diversity among our entire staff
An incredible, in-office experience at our headquarters in Austin and San Diego including free lunch delivery, a fully stocked kitchen, and some “sweet” surprises for those afternoon pick-me-ups

Security Advisory

Our hiring teams at AffiniPay are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the AffiniPay domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.

Solutions Consultant, Docketwise

Offer summary

Qualifications:

Key responsabilities:

Job description

Required profile

Experience

Other Skills

Solution Consultant Related jobs

Solution Consultant

SAP Business One Consultant (f/m/d) Family Friendly Environment (All Genders)

Senior Customer Solution Consultant

Solution Consultant (Pre-sales) ERP & FP&A

Especialista de Soluções I (Agile Master)