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Financial Services Pre-Sales Consultant

Financial Services Pre-Sales Consultant

VirtualVocationsAppleton, Wisconsin, United States
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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 • Appleton, Wisconsin, United States

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