As a Presales Consultant, you will be a pivotal force in shaping our sales success, acting as a trusted advisor to prospective clients. Leveraging your deep expertise in banking solutions, you will strategically convey the compelling value of CustomerXPs’ products, deliver impactful and customized presentations, and play a crucial role in driving deal closures and business growth.
Key Responsibilities
-
Technical Expertise:
-
Develop a deep understanding of our solutions and how they meet the needs of financial institutions.
-
Stay updated with the latest trends and developments in the banking industry.
-
Sales Support:
-
Collaborate with the sales team to understand customer requirements and develop tailored solutions.
-
Deliver compelling product demonstrations and presentations to prospective clients.
-
Address questions and objections raised by potential customers.
-
Solution Development:
-
Design and create customized demonstrations, proofs of concept, and pilot projects that showcase the value of our solutions.
-
Assist in developing proposals and RFP responses with a focus on technical accuracy and relevance.
-
Collaboration:
-
Work closely with product management and engineering teams to communicate customer feedback and contribute to product enhancements.
-
Collaborate with marketing to create technical content, case studies, and whitepapers that highlight our solutions’ benefits.
Qualifications
-
Bachelor’s degree or a related field. Master’s degree preferred.
-
3-5 years of experience in a presales role, preferably within the banking or financial technology sector.
-
Extensive knowledge of banking solutions, including core banking systems is preferred
-
Proven track record of successfully supporting sales teams and closing deals in a presales capacity.
-
Excellent presentation and communication skills
-
Strong problem-solving skills and the ability to think creatively to develop tailored solutions for clients.
-
Experience with proposal writing, RFP responses, and creating technical documentation.
-
Ability to work collaboratively in a fast-paced, dynamic environment.
-
Willingness to travel as needed to meet with clients and support sales activities.
What We Offer
-
Competitive salary and benefits package.
-
Opportunities for professional growth and development.
-
A collaborative and innovative work environment.
-
The chance to work with cutting-edge technology and industry-leading solutions.