Financial Services Pre-Sales Consultant
VirtualVocationsSouthport, Indiana, United Statesjob_description.job_card.1_day_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_description
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
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Financial Consultant • Southport, Indiana, United States
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