Presales Consultant – Fintech, SDLC

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

📋 Description

• Interact with prospects, clients, and partners to highlight the innovative offerings of Wealth Dynamix.

• Conduct captivating demonstrations and workshops with prospects, partners, and clients to effectively illustrate product capabilities and advantages.

• Lead or assist in pre-implementation analysis studies.

• Clearly define project scopes to align with client requirements.

• Determine which needs are fulfilled by existing features versus those requiring product development or customized solutions.

• Identify and document assumptions that may influence project delivery.

• Collaborate with stakeholders to efficiently plan and allocate resources.

• Prepare and present comprehensive SOW documents detailing project requirements and deliverables.

• Work closely with the sales team to address commercial aspects and legal considerations.

• Collaborate with project teams to prepare for executed projects.

• Drive ongoing improvement initiatives for demonstration environments.

• Assist in completing Requests for Information (RFIs) and Requests for Proposals (RFPs).

⛳️ Requirements

• In-depth knowledge of private banking and wealth management.

• Prior experience in pre-sales, consultancy, or sales positions is required.

• Strong understanding of market dynamics and commercial strategies, especially within the private banking and wealth management sectors.

• Semi-technical knowledge of banking system architectures, including cloud versus on-premise solutions, multi-tenancy, and data models.

• Ability to work both collaboratively in a team and independently, managing various responsibilities while adapting to shifting priorities.

• Proven capability to quickly absorb new information and methodologies.

• Confident, clear, and concise communicator capable of effectively presenting proposals and conducting demonstrations to C-level executives.

• Solid understanding of the typical pre-sales process, facilitating effective client engagement.

• Exceptional attention to detail in presentation materials and deliverables.

🏝️ Benefits

• Excellent opportunity to work in a rapidly growing FinTech environment with outstanding career advancement potential.

• Investment in the WDX Academy for the learning and development of both new and existing employees.