Financial Services Pre-Sales Consultant
Job Summary
Focused on driving new revenue growth, the full-time remote Financial Services Pre-Sales Consultant will partner with Account Executives to conduct product evaluations, build tailored use cases, and maintain strong client relationships within the financial services sector.
Key responsibilities
- Collaborate with Go-To-Market teams to manage product evaluations and drive commercial outcomes
- Conduct targeted discovery into clients' workflows to develop and curate financial services use cases
- Engage with investment professionals to understand challenges and establish credibility as a domain expert
Required qualifications
- 2+ years of experience in a Financial Services role or supporting Financial Services clients in a fintech/SaaS organization
- Demonstrated interest in AI's transformative potential in Financial Services
- Strong presentation skills and the ability to engage stakeholders at all levels
- Proven ability to work autonomously and thrive in a dynamic, entrepreneurial environment
- Consultative approach with the ability to simplify complex issues for clients
Complete Job Description
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