Pre-Sales Consultant, Financial Services - Remote

Overview

The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue.

In Short

• Collaborate with Account Executives to run product evaluations.
• Build financial services use cases based on client workflows.
• Engage with investment professionals to understand their challenges.
• Contribute to product development based on client feedback.
• Work autonomously in a fast-growing team culture.
• 2+ years of experience in Financial Services or fintech/SaaS.
• Strong presentation and communication skills.
• Curiosity about AI's potential in financial services.
• Ability to build strong internal and external relationships.
• Drive workflow transformation for financial firms.

Requirements

• Experience with Financial Services clients.
• Knowledge of AI in the financial sector.
• Ability to explain technical solutions to business audiences.
• Strong consultative skills and client-facing experience.
• Ability to work cross-functionally and influence product offerings.
• Outstanding oral, written, and presentation skills.
• Attention to detail and time management skills.
• Autonomy in a dynamic team culture.

Benefits

• Competitive compensation and performance incentives.
• Comprehensive health coverage.
• Collaborative team environment.