Pre-Sales Consultant, Financial Services

Added
5 minutes ago
Type
Full time
Salary
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Related skills

fintech saas consultative selling asset management generative ai
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πŸ“‹ Description

  • Partner with sales teams to manage evaluations and demos
  • Lead discovery sessions with financial services pros
  • Design tailored demos and workshops showing value
  • Build relationships across financial institutions
  • Translate insights into actionable recommendations
  • Collaborate with Product/Marketing/CS on improvements

🎯 Requirements

  • 2+ years in financial services or supporting fintech/SaaS teams
  • Familiarity with asset management, investment banking, VC, PE, hedge funds
  • Interest in generative AI for finance research/decision making
  • Excellent presentation and storytelling for diverse audiences
  • Experience leading product demos or consultative engagements
  • Strong problem solving and ownership mindset

🎁 Benefits

  • Competitive base salary $80,000-$95,000 USD
  • Incentives and additional compensation potential
  • Equity opportunities and total rewards
  • Comprehensive health coverage
  • Remote work option within the United States
  • Collaborative, high-energy team and AI-driven tech
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