Pre - Sale Consultant, Software, Private Banking / ...

Our client, an international leader in banking software, is seeking a Pre-Sales Consultant to provide expert pre-sales services to current and prospective clients, distributors and partners to facilitate and enable sales, deployment and support of Company products and services. Consultant to provide pre-sales support to sales with system configuration recommendations, and are responsible for validating any responses on the technical aspects of a Request for Proposal (RFP). Pre-Sales can include system engineering aspects, technical product presentations, technical training, trouble shooting and technical account management.

Responsibilities:

• Recognized internally as specialist on technical and business matters. Works independently and in collaborative nature. Has completely mastered technical and business skills required to accomplish the job. Provides guidance, coaching and advice to less experienced consultants. Individual with a customer focus who has developed the acumen to cultivate and build lasting customer relations.
• Drive the pre-sales phase by introducing Company product/services offering and provide product demonstrations – functionality, performance, system architecture, system requirements etc. – by interfacing with prospective and current customers, distributors and partners (both at business and technical level) and recommend system solutions that ensure the optimum usage and utilization of Company products and services.
• Make proposals on potential prospects and leads with regards to technical compatibility and feasibility, and when required, contribute to the development of the pre-sales strategy in lieu with the Pre-Sales Managers
• Liason with Marketing, Product Strategy and Development on how to best address the current and future needs of the market space, and to share information/knowledge in order to maximize Company product/market/sales capabilities.
• Present and contribute as an expert in customer calls and events, as necessary, to promote Company products and services.
• Stay current with market trends and observe functional and technical changes and advances.
• Sales skills: Knowledge of principles and methods for showing, promoting, and selling products or services, this includes marketing strategy and tactics, product demonstration, and sales techniques.
• Technical skills: Specific knowledge of company products (functionality and architecture), as well as knowledge of competitors solutions. Good knowledge of banking applications, computer hardware and software, including business processes (retail banking, asset management, custody etc.) and programming.
• Educational & Proficiency level: Professional with generally a minimum of 5 to 8 years of domain experience, ideally in the private banking/wealth management sector with such companies as Odyssey, Sungard, Pershing, Misys.
• Languages: Fluent in English, Spanish