PreSales Consultant

Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Tue, Oct 01, 2024
This job expires in: 20 days

Job Summary

A company is looking for a PreSales Consultant to provide subject matter and data analytics expertise in sales opportunities.

Key Responsibilities
  • Support sales programs for existing and potential customers by aligning capabilities with client business requirements
  • Participate in the development of RFI/RFP documents, bid coordination, and solution proposals
  • Build credibility with prospects through expertise and engagement, while coordinating with Product Management on product roadmaps

Required Qualifications
  • Bachelor's degree in Finance, Business, or Computer Science, or equivalent experience
  • 5 years of experience in sales, or 9 years with a high school diploma/GED
  • Experience with Salesforce.com and knowledge of financial institutions and processes
  • 6 years of experience with financial institutions or marketing solutions providers
  • 3 years of experience in sales, pre-sales, or implementation of marketing solutions for the financial services industry

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