- Location
- San Francsico, CA, United States
- Workplace
- Hybrid
- Employment
- Full time
- Level
- Mid level
- Posted
- 6 months ago
About this role
Meet Method
Method has built the most modern way to connect to consumer financial accounts. Combining real-time liability connectivity with instant payment execution, Method’s API is designed to make it easy for people to connect their financial accounts to the apps and services they want to use.
We have helped 45+ million users connect 350+ million liability accounts credential-less and processed over $2.5B in payments, helping users save millions in interest. One in every three credit cards in the United States is in the Method ecosystem and leading financial institutions like SoFi, Bilt, Cleo, Sezzle, Figure & Aven rely on our APIs to build magical experiences for millions of consumers.
We’re a team of 50+ people spread across offices in Austin, SF, New York City, and Washington D.C! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!
The impact
We’re hiring a Solutions Consultant to improve Method’s technical sale and expansion motion. You will operate across pre-sales, joining customer conversations early to run technical discovery, solutioning, and integration planning so prospects and customers reach “technical yes” faster.
This role is a subject matter expert position. You’ll bring deep technical comfort (ideally in APIs), strong critical thinking, and a consultative approach to connecting customer pain points to Method’s product capabilities and roadmap. The goal is to make buying and expanding with Method easier, faster, and more repeatable.
What You’ll Do
Join high-priority deals early (often call 1 - 2) as the technical partner to the AE; lead technical discovery and solutioning.
Translate customer architecture, constraints, and goals into a clear proposed approach (integration plan, sequencing, risks, and tradeoffs).
Improve technical sales velocity by tightening the cycle from discovery → solutioning → terms with crisp technical alignment and next steps.
Occasionally support post-sale solutioning and expansion: participate in customer roadmap conversations, propose new use cases, and accelerate adoption.
Build solutions playbooks for Discovery and reference architecture to embed a repeatable solutions motion across pre and post sales.
Create and maintain a lightweight knowledge base / product catalog.
Partner closely with AEs, CS, TIEs, and Product to surface recurring issues, improve enablement, and feed product learnings back into roadmap decisions.
Who You Are
5+ years experience in technical Solutioning in a pre-sales environment.
Strong technical foundation (CS preferred; STEM/engineering/math/physics acceptable with clear technical depth)
Prior experience working with APIs (selling, implementing, supporting, or solutioning).
Demonstrated critical thinking: you consistently get behind the question and give answers that match the underlying need.
Comfortable operating in both pre-sales and post-sales contexts; you can shift between solution design and customer enablement.
High ownership and speed: you ramp quickly, contribute actively on calls, and produce durable assets (playbooks, guides, demos) that reduce future load.
Comfortable in a startup environment with ambiguous processes and evolving org structure.
Extra Awesome
Experience at API-first fintech/infra companies (e.g., Plaid, Stripe) or similarly technical SaaS (observability/data platforms like Datadog).
Experience selling/solutioning into lenders, fintechs, or complex enterprise buyers.
Experience building technical champions within customer orgs and partnering deeply with engineering/product teams.
History of creating technical enablement content and reusable solution frameworks.
The annual US base salary range for this role is: $170,000 - $200,000.
As published by Method. Applications are handled on their site.
Skills this posting mentions
About Method
Method Financial empowers real-time data and payment access for consumer liabilities. Using consumer’s consent, Method can securely connect all of a user’s liabilities, retrieve comprehensive data, and enable payment access. Method’s industry-backed network allows lenders, fintechs, and financial institutions to build personalized lending and financial management experiences supported by comprehensive real-time credit data, evergreen connections, and integrated payment rails. Through a single integration, Method powers access to liabilities held at over 15,000+ FIs in the US, covering 95% of all outstanding consumer liabilities.
All 12 openings at MethodOne click, then it is written
Apply to Method with a resume written for this role.
Queue Solutions Consultant and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Method’s form for you.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
- 25 sent a week, free
- No card
- Nothing sent until you say so
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Put this to work
Paste your career in once. Every application after that is written for you.
Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
- New matches ranked and written before you are up.
- Every bullet stays inside what your history supports. Nothing invented.
- Queued, submitted, interviewing, offer: one screen, not a spreadsheet.
500 free credits on sign-up. No card. Nothing is sent until you say so.
Listed from the job board Method publishes. Refolk is not the employer and does not handle their hiring. Applications go to Method directly.