Pre-Sales Consultant, Financial Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with Account Executives and go-to-market teams to facilitate product assessments and promote new business revenue growth.

• Conduct in-depth research into clients’ financial-services workflows and identify their pain points.

• Develop and curate tailored Financial Services use cases for Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.

• Engage with investment professionals to comprehend their challenges, foster relationships, and create value from evaluations through to closure.

• Convert client feedback into requests for product and content enhancements.

• Work collaboratively across departments with Product, Content, Sales, Customer Success, Marketing, and Customer Education teams.

• Contribute to the development of go-to-market strategies and future product use cases.

⛳️ Requirements

• At least 2 years of professional experience in a rapidly growing fintech/SaaS organization in sales, client success, product, a relevant client-facing position, or in an investment role within Financial Services.

• Familiarity with workflows in at least one of the following areas: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.

• Proven interest in the potential of generative AI within the financial industry.

• Understanding of the competitive landscape for Generative AI in Financial Services.

• Capability to engage with stakeholders across all levels and articulate technical solutions to business-focused audiences.

• Experience in conducting evaluations, including on-site workshops, whiteboard sessions, and multi-call demonstrations.

• Excellent presentation, verbal, written, and client-facing communication skills.

• A consultative, articulate, and self-assured professional demeanor.

• Ability to work independently, prioritize tasks, and maintain attention to detail in high-pressure situations.

• Proficiency in collaborating cross-functionally and synthesizing client feedback for GTM, Product, and Content teams.

• High aptitude and eagerness to learn.

• Willingness and interest in contributing to a vibrant, entrepreneurial team culture.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health insurance coverage.

• A collaborative and high-energy team atmosphere.

• Performance-driven bonus structure.

• Equity options.

• Generous benefits package.