Solution Consultant - NA Region 18390

Who are we?

Whatfix is a leading global B2B SaaS provider and the largest pure-play digital adoption platform (DAP). Whatfix empowers organizations to maximize the ROI of their digital investments by tailoring it for the needs of each unique user.

Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category. Their product suite offers three powerful tools: Digital adoption to help users right within any software, no-code Product Analytics to uncover and resolve adoption gaps, and Mirror for application simulation, driving safe, hands-on learning in software replicas.

The company has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries.

Customers: 700+ enterprise customers, including 80+ Fortune 500 companies such as Shell, Schneider Electric, and UPS Supply Chain Solutions.

Investors: A total of ~$270 million USD has been raised as yet. Most recently Series E round of $125 Million USD led by Warburg Pincus, with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer, Peak XV Partners, and Stellaris Venture Partners.

Whatfix’s AI journey has been an exciting one - This story is deeply tied to the story of how technology itself has evolved.

It began with the software era, when enterprise applications first digitized core processes across industries — a $650B opportunity. Then came the cloud and mobile era, a $2.7T wave of transformation that moved businesses from on-prem to SaaS and unlocked anytime, anywhere access. It was in this phase that Whatfix was born — helping enterprises accelerate digital adoption by making software easier to use, easier to learn, and easier to extract value from.

Now we stand at the dawn of the AI era. Unlike past waves, this is not just another technology shift — it is foundational. AI is changing how work gets done, how decisions are made, and what skills are needed. The opportunity has expanded to more than $15 trillion, but it’s not just a software story anymore — it’s a labor story. Roles, workflows, and human-machine interactions are being rewritten in real time. And while AI promises speed and automation, it also introduces fragmentation, complexity, and a new kind of user friction.

This is where Whatfix plays a pivotal role. For over a decade, our DNA has been about empowering people to succeed with technology — not replacing them, but enabling them to thrive within it. We call this philosophy Userization: the belief that technology must adapt to the user, not the other way around. At the heart of this is ScreenSense, our proprietary AI engine, which continuously interprets both the context of what users are doing and the intent behind their actions. By combining these signals, Whatfix delivers real-time guidance, nudges, knowledge, and automation directly in the flow of work.

This intelligence powers our entire product suite. Digital Adoption helps users get productive faster. Product Analytics uncovers friction and closes adoption gaps. Mirror allows employees to train in safe, simulated environments. On top of these, our embedded AI Agents supercharge creation, insights, and user guidance.

Our upcoming AI-first products are already creating a buzz in the market. Seek is an AI-native assistant that powers multiple enterprise use cases. Alongside Salesforce automation with “Seek for Salesforce Agent”, Seek also includes a conversational AI search tool that helps users find information faster in the flow of work. Together, these products reflect Whatfix’s commitment to building enterprise-ready AI teammates that maximize productivity and ROI. It gives users a unified, intelligent way to find answers across systems, apps, and knowledge silos and helps anyone looking to deliver fast and contextual answers.

Our Mirror 2.0 helps teams practice real-world conversations using dynamic, AI-powered personas — whether its sales, support, or compliance training. It is the world’s only System plus Role simulation with complete assessment to lead Gen AI simulation category.

The innovation that has gone into building these products has gained us 10 patents granted by the US patent office and we are already on our way to get a grant of 20 more patents with 2 specifically for the AI work we have done.

What sets Whatfix apart is our ability to combine breadth and depth. Unlike point solutions that either stay confined to one ecosystem or solve only for onboarding, Whatfix works across web, mobile, desktop, OS, and AI-driven apps — and supports the entire transformation lifecycle from planning to training to continuous improvement.

The velocity of transformation has collapsed. What once took years now happens in quarters. Enterprises can’t afford to rely on outdated change management models and multi-year roadmaps. They need to adapt at the pace of AI. And that is the story of Whatfix: bridging the gap between exponential technological change and human enablement, ensuring that AI becomes not just embedded, but usable, trusted, and outcome-driven for every employee, across every system, in every workflow.

Whatfix’s leadership is consistently recognized across top industry analysts and business rankings:

• Only DAP to be recognized as a “Leader” across various DAP reports for the past 5+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.
• With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards.
• Named a Gartner Customers’ Choice for DAP for the second year in a row (2024 and 2025)—the only vendor in the market to earn this distinction consecutively.
• We also boast a star rating of 4.6 on G2 Crowd, 4.5 on Gartner Peer Insights, and a super-high CSAT of 99.8%
• Stevie Award winner in the category (Bronze): Customer Service Department of the Year – Computer Software - 100 or More Employees.
• Won the 2025 AI
• Breakthrough Award in the Overall AI-based Analytics Solution of the Year category
• Winner of the ISG Paragon Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category.
• RemoteTech Breakthrough Awards winner for “Software Asset Management Solution of the Year”
  
  

These recognitions are matched by business performance:

• Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Fourth Consecutive Year
• Listed on the Financial Times & Statistas High-Growth Companies Asia-Pacific 2025 list.
• Won the Silver for Stevies Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023
• Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal
  
  

What would you get to do?

• Establish and maintain a deep understanding of the overall Whatfix product portfolio and the competitive landscape
• Understand and study Whatfix deployments across industries and come up with industry best practices and use cases based on our current deployments.
• Self-driven interest to learn more about customers business, digital transformation trends in their industry, and presenting a thought leadership on Whatfix solving their pain points
• Understand the multitude of enterprise software trends and technologies in the marketplace and how they create an opportunity for a DAP platform
• Partner with the Account Executives during (business) discovery calls and prepare/deliver presentations and product demonstrations explaining Whatfix products to prospects and customers
• Successfully manage and execute on-site or remote solution demonstrations with the assistance of Account Executives Responsible for representing the product to customers and at field events such as conferences, seminars, etc.
• Evangelize Whatfix products to prospects, customers, and partners via presentations and product demos.
• Respond to functional and technical elements of RFIs/RFPs with the assistance of Account
  
  

Executives and Technical Sales Engineers.

• Convey feature input and customer requirements to Product Management teams
• Partnering with sales executives to plan, prepare, and execute strategic deals in complex
  
  

sales cycles including Discovery Calls, Value Assessment calls, and more.

• Respond to objections during solution presentations and articulate the value and return on
  
  

investment delivered

• Liaise with the Engineering, Product, Marketing, and Sales teams to provide consultative
  
  

product expertise for all customer needs

• Effectively communicate & build confidence with customers across teams (Engineering,
  
  

Product, Marketing, and Sales)

Who would be a good fit for this role?

• 8+ years Technical Pre-Sales / Sales Engineering / Solutions Consulting experience
• Ability to study existing deployments across industries like Insurance, Technology, Financial Services, Healthcare and to communicate the use cases and results to new prospects from these industries.
• Background in understanding existing deployments across applications like CRM (Salesforce, Microsoft), HR (Workday, Oracle, SAP) and communicating the use cases and results to new prospects looking to deploy Whatfix on these platforms
• Experience as Solutions Consultant at an Application Software Company catering to industries relevant to Whatfix: Insurance, Healthcare, Technology, Financial Services, Manufacturing.
• Consultative selling experience; listening to customer needs and shaping a shared vision for a solution
• Ability to creatively explain and present complex concepts in an easy to understand the manner
• Understanding of high-performance software and Enterprise SaaS
• Excellent written and verbal communication skills to communicate professionally
• Self-motivated with strong interpersonal and problem-solving skills
• Ability to work well in a highly dynamic team environment focussed on providing above
  
  

industry standard customer service.

• Ability to travel to on-site meetings; up to 50% travel.
  
  

Perks & Benefits (India)

• Best-in-class medical insurance coverage
• Free lunch & dinner buffet
• Doorstep cab drop facility
• Education sponsorship
• Internal job transfer & global mobility programs
• Scope to represent Whatfix at global events
• We also provide uncapped incentives, bonus plans and opportunities to employees (especially those in GTM teams) to travel to meet our global customers
  
  

Note:

• We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust, Do it as you own it;
• We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status
• At Whatfix, we deeply value collaboration, innovation, and human connection. We believe that being together in the office five days a week fosters open communication, strengthens our sense of community, and accelerates innovation—ultimately helping us achieve our goals more effectively. At the same time, we recognize the importance of flexibility in balancing personal and professional priorities. To support this, we offer the option to work from home up to two days per month.
• In any situation that requires additional flexibility, we’re open to considering exceptions on a case-by-case basis to ensure you’re supported in managing both work and life seamlessly.

---