Product Solutions Consultant - Optum Finance​/Optum Bank- Remote

Product Solutions Consultant

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities.

Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

The Product Solutions Consultant serves as the strategic bridge between Product Management, Sales, Marketing, Technology, Operations, Resellers and prospective clients. This role is responsible for translating market opportunities into scalable product solutions, supporting complex sales pursuits, influencing product direction, and enabling successful commercialization of Optum Bank and our healthcare provider solutions.

The Product Solutions Consultant partners with sales teams on strategic opportunities, leads client and partner discovery workshops, develops tailored solution recommendations, manages RFP responses, delivers product demonstrations, captures non-standard customer requirements, and works closely with Product Management to influence roadmap priorities. Additionally, this role plays a key role in new product launches by coordinating go-to-market assets, sales enablement activities, and commercialization strategies.

The ideal candidate combines business consulting, product expertise, pre-sales leadership, solution design, and market-facing communication skills to accelerate revenue growth while ensuring customer needs are aligned with scalable product capabilities.

You'll enjoy the flexibility to work remotely from anywhere within the U.S. as you take on some tough challenges.

• Strategic Sales & Solution Consulting
  • Partner with Sales Executives to drive growth and revenue opportunities
  • Lead client discovery sessions to understand business needs, payment workflows, and technical requirements
  • Recommend solutions aligned to client objectives and Optum Financial capabilities
  • Serve as a trusted advisor in client presentations, workshops, and executive discussions
• RFP/RFI & Sales Enablement
  • Support RFPs, RFIs, due diligence requests, and technical assessments
  • Collaborate across Product, Engineering, Operations, Compliance, and Implementation to develop solution responses
  • Maintain reusable sales content and ensure solution alignment with product capabilities and roadmap
• Solution Design & Demonstrations
  • Deliver tailored product demonstrations for clients and stakeholders
  • Translate complex payment solutions, integrations, and APIs into business value
  • Develop workflow diagrams, requirements documentation, and solution narratives
• Requirements Management & Product Advocacy
  • Gather and document customer business and technical requirements
  • Identify market trends, customer needs, and product enhancement opportunities
  • Serve as the voice of the customer and influence product roadmap priorities
• Go-to-Market Support
  • Partner with Sales, Marketing, Operations, and Product teams to support product launches and commercialization efforts
  • Develop sales enablement materials, including playbooks, solution briefs, and competitive positioning content
  • Support sales training, launch readiness, webinars, industry events, and customer-facing presentations

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

• 7+ years of experience in Solution Consulting, Solution Engineering, Sales Engineering, Product Management, Business Consulting, or other customer-facing advisory roles
• 5+ years supporting banking, fintech, payments, treasury management, financial services, or financial technology solutions
• 5+ years of experience delivering executive presentations, product demonstrations, and customer workshops while…