Kofax

Sr. Solutions Consultant - AP/AR Automation

Kofax$90K — $130K *
US-AnywhereRemote in Delaware, US
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in PreSales or Solution Consulting in enterprise software, especially in AP/AR and Payments automation.
  • Strong understanding of financial processes, compliance, and KPIs relevant to AP/AR.
  • Proficiency in value-based selling methodologies like MEDDIC or SPIN.
  • Knowledge of AI and its application in financial process automation and document handling.
  • Expertise in electronic invoicing (E-Invoicing) technologies and compliance across EMEA regions.
  • Superior communication and presentation skills, adaptable to various seniority levels.
  • Technical familiarity with ERP systems and integrating technologies.

Responsibilities

  • Lead discovery sessions with Finance and IT to identify automation opportunities in AP and AR.
  • Translate client business needs into actionable solution architectures.
  • Quantify potential ROI and operational improvements for clients.
  • Design and deliver customized product demonstrations for enterprise clients.
  • Respond thoroughly to technical requirements in RFI/RFP submissions.
  • Collaborate with sales and professional services for smooth execution and handover of client projects.
  • Mentor colleagues and contribute to shared resources like demo materials and whitepapers.

Benefits

  • Opportunity for professional growth within a leading company in financial process automation.
  • Engagement with innovative AI technologies in enhancing process efficiency.
  • Access to a collaborative team environment focused on market trends and client success.
  • Flexibility to work in a diverse and dynamic industry with international clients.
Full Job Description
Job Description

The Senior Solutions Consultant is a strategic technical advisor and solution consultant, specializing in Financial Process Automation. Partnering closely with Account Executives, Channel Partners, and Customers, you will uncover business needs, map them to our AP/ AR and Payment Automation solutions, and design compelling value-driven proposals. You will be responsible for creating impactful demonstrations, guiding prospects through technical evaluations, and ensuring a smooth handover to our Professional Services teams.

This role requires deep understanding of business processes in AP/AR / Payments, E-Invoicing and compliance. Also, the ability to engage credibly with both Finance and IT stakeholders, and skill in positioning Tungsten's differentiated value in competitive enterprise sales cycles.

Key Responsibilities
  • Solution Consulting & Value Mapping
    • Lead discovery sessions with Finance and IT stakeholders to identify pain points, process inefficiencies, and automation opportunities in AP, AR, Tax determination and Payments.
    • Translate business requirements into solution architectures using Process Director, Invoice Agility, AP Essentials, and related Tungsten offerings.
    • Quantify business value through ROI models, efficiency gains, compliance improvements, and cost savings.
  • Demonstrations & Presentations
    • Design and deliver tailored, high-impact product demonstrations for enterprise audiences, incorporating customer-specific workflows and KPIs.
    • Leverage storytelling, business cases, and visual assets to clearly convey Tungsten's value proposition.
    • Ability to present confidently to Finance-orientated roles including Finance Managers, CFO's and AP Managers
  • Technical Engagement
    • Respond to RFI/RFP/RFQ technical requirements, ensuring completeness, accuracy, and alignment with customer goals.
    • Maintain up-to-date knowledge of Tungsten's AP/AR and Payment Automation solutions, architecture, integrations, and competitive positioning.
    • Maintain knowledge and articulate value of cloud/SaaS-based solutions.
  • Collaboration
    • Work closely with Sales, Professional Services and Channel Partners to ensure successful opportunity pursuit and post-sales handover.
    • Collaborate closely with Product Management and Strategy teams to align client needs with the AP/AR roadmap and strategic direction
    • Mentor peers, share best practices, and contribute reusable assets such as demo scripts, presentations, and whitepapers.
  • Market & Industry Expertise
    • Maintain awareness of trends in financial process automation, AP automation, e-invoicing mandates, and ERP integration strategies.
    • Understand vertical-specific compliance and operational challenges (e.g., Finance, Manufacturing, Logistics, Healthcare).

Utilizes AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards

While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.

Required Skills

  • Skills in prompting AI systems and assessing output quality
  • Ability to leverage AI to ideate, develop, and scale to the needs of their department


Required Experience

Required Qualifications
  • Experience5+ years in PreSales, Solution Consulting, or similar roles in the enterprise software space, ideally in AP/AR , Payments automation, Tax determination, ERP-integrated workflow solutions, or related areas.
  • Business AcumenStrong understanding of financial processes, compliance requirements, and KPIs for AP/AR.
    Core understanding of business financial concepts including, but not limited to, forecasting, cash flow, P&L, ledgers & basic accounting practices and principles.
  • Sales SkillsProficiency in value-based and solution-selling methodologies (e.g. MEDDIC, SPIN).
  • AI & GenAI Awareness and Application
    Strong grasp of how Artificial Intelligence (AI) and Generative AI (GenAI) can be applied to financial process automation, particularly within AP, AR and payment workflows. The successful candidate will understand how AI-driven classification, document understanding, and data extraction can improve invoice processing accuracy, reduce cycle times, and enhance compliance. They should be able to confidently explain AI-enabled features in Tungsten's AP & AR Automation portfolio, position them against competitive offerings, and map these capabilities to tangible business outcomes for finance leaders.
  • Electronic Invoicing Expertise
    The role requires a solid understanding of electronic invoicing (E-Invoicing) technologies, standards, and compliance mandates across EMEA. The successful candidate should be familiar with regional and country-specific regulations, interoperability frameworks, and common formats (such as PEPPOL, ZUGFeRD, FA_VAT3). They must be able to articulate the technical and business implications of compliance-driven requirements, advise customers on best practices for implementation, and position Tungsten's solutions as enablers for both regulatory adherence and operational efficiency.
  • CommunicationOutstanding presentation, storytelling, and interpersonal skills; able to communicate credibly at all organizational levels.
  • Technical AptitudeUnderstanding of ERP integrations (SAP, Oracle, Microsoft Dynamics, etc.), OCR/ICR, workflow systems, and related enterprise technologies.
  • CollaborationTrack record of working in complex account teams across multiple countries and cultures.
  • LanguagesFluency in English; proficiency in French or German highly desirable.

Preferred Qualifications
  • Bachelor's degree in Information Systems, Computer Science, Finance, or related discipline (or equivalent experience).
  • Experience with ERP-integrated AP automation solutions.
  • Exposure to compliance-driven markets (e.g., e-invoicing mandates, tax regulations).
  • Ability to work effectively in a fast-paced, competitive enterprise sales environment.

About Kofax

Kofax is a software company that provides intelligent automation software to digitally transform end-to-end business operations. The company's software platform and solutions help organizations automate business processes, reduce manual work, and improve customer engagement. Kofax serves customers in various industries, including banking, insurance, healthcare, and government.
Learn more about Kofax
Size
2,000 employees
Industry
Founded
1991

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