Financial Services Pre-Sales Consultant

Job Summary

A company is looking for a Pre-Sales Consultant focused on Financial Services.

Key Responsibilities

• Collaborate with Account Executives to manage product evaluations and drive new business revenue growth
• Conduct discovery into clients' research workflows to develop tailored financial services use cases
• Engage with investment professionals to build strong relationships and contribute to product development based on client feedback

Required Qualifications

• Minimum 2 years of experience in a Financial Services role or supporting Financial Services clients in a fintech/SaaS environment
• Demonstrated interest in AI's potential within the financial sector
• Proven ability to engage stakeholders and present technical solutions effectively
• Strong ownership mindset with a focus on driving workflow transformation
• Ability to work collaboratively and influence cross-functional teams