Senior Advisory Presales Solution Consultant, Financial Services
Core
Senior pre-sales technical consultant providing product and solution guidance to Financial Services customers, focusing on business transformation, operational efficiency, and key regulations.
Role type
Senior IC pre-sales solution consultant (Financial Services)
Builds
Technology-based solutions for Financial Services enterprise accounts
Domain
Financial Services / Enterprise Software
Deliverable
client delivery
Required skills
Enterprise software pre-sales solution consulting, Financial Services sales, Complex multi-product software solutions, ITSM, Financial Management (FM), Project Portfolio Management (PPM), DevOps, Agile, HRSD, GRC, Security Operations, ITOM, Generative AI, AI integration, Virtual team management, Technical expertise, Executive communication, Enterprise Architecture sales, Territory management
Preferred skills
Experience with ServiceNow platform, AI-powered tools, Workflow automation
Technologies
ServiceNow, Generative AI, AI-powered tools
Responsibilities
Develop and position technology solutions during sales cycles, Interview customers to uncover technology architecture and business needs, Lead non-technical discussions to define objectives and business value, Sell solution value beyond features, Support and lead regional marketing events, Conduct product demonstrations (standard and tailored), Respond to Request for Information/Proposal documents, Stay current on product developments and competitive analyses, Conduct transition briefings with Sales and Professional Services, Act as subject matter expert at executive briefings
Seniority
Senior, hands-on IC
