
Principal Solutions Consultant
Posted Sep 9

Posted Sep 9
This is a fully remote position, open to applicants in Canada.
• Interact with financial services organizations to gain insights into their business processes, integration challenges, and regulatory requirements.
• Convert intricate financial services needs into solution proposals and demonstrations.
• Oversee technical qualification, solution design, and the development of proposals.
• Collaborate with Sales on opportunity evaluation, deal strategy, and account planning.
• Deliver presentations to senior stakeholders in the financial services sector.
• Address RFPs and RFIs with tailored financial services content.
• Assist in proofs of concept by providing hands-on guidance, sharing best practices, and troubleshooting issues.
• Coordinate with Delivery to facilitate seamless implementation transitions for financial services accounts.
• Over 5 years of experience in solution consulting, presales, or software delivery.
• Strong comprehension of financial services integration requirements, including payments, cash management, onboarding, compliance, and global messaging.
• Extensive knowledge of B2B, API-based integration, and enterprise application integration.
• Familiarity with SaaS, EDI, REST, JSON, SWIFT, ISO 20022, SAML, SOA, AWS, and GCP.
• Experience with Gentran, Axway, Sterling, Volante, FIS, Finastra, Bottomline, MuleSoft, and GXS.
• Capability to distill technical concepts for business leaders and financial services executives.
• Excellent written and verbal communication skills.
• Ability to operate independently and effectively within a dynamic team environment.
• Willingness to travel for client interactions.
• Proficiency in PowerPoint and Word.
• Bachelor’s degree is mandatory.
• Industry certifications or training in financial services is preferred.
• Comprehensive benefits package that promotes physical, emotional, and financial well-being.
• Vacation entitlement.
• Paid time off.
• Opportunities for variable and commission compensation for eligible positions.
• Diversity and inclusion initiatives.
• Reasonable accommodations available during the application or recruitment process.
• Opportunities for personal growth.
PortX
PortX
PortX
SailPoint
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