Pre-Sales Consultant, Financial Services

Added
6 days ago
Type
Full time
Salary
Salary not provided

Related skills

investment banking financial services cross-functional collaboration consultative selling asset management

📋 Description

  • Partner with Account Executives to run product evaluations that drive revenue.
  • Build and curate Financial Services use cases from client workflows.
  • Engage with investment professionals to understand challenges and value.
  • Translate client feedback into product/content improvements.
  • Deliver tailored demos and guide prospects to close.
  • Collaborate with Product, GTM, and Content teams on future use cases.

🎯 Requirements

  • 2+ years in Financial Services or fintech with FS workflows.
  • Curiosity about Generative AI in Financial Services.
  • Executive presence and strong presentation skills.
  • High-impact ownership and autonomous problem solving.
  • Consultative, articulate, client-facing communication.
  • Team player with cross-functional collaboration.
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