Unknown Company

Financial Services Pre-Sales Consultant

workfromhome • Posted 5 days ago
Remote Full Time Business and Financial Operations Occupations

Focused on driving new revenue growth, the full-time remote Financial Services Pre-Sales Consultant will partner with Account Executives to conduct product evaluations, build tailored use cases, and maintain strong client relationships within the financial services sector. Key responsibilities Collaborate with Go-To-Market teams to manage product evaluations and drive commercial outcomes Conduct targeted discovery into clients' workflows to develop and curate financial services use cases Engage with investment professionals to understand challenges and establish credibility as a domain expert Required qualifications 2+ years of experience in a Financial Services role or supporting Financial Services clients in a fintech/SaaS organization Demonstrated interest in AI's transformative potential in Financial Services Strong presentation skills and the ability to engage stakeholders at all levels Proven ability to work autonomously and thrive in a dynamic, entrepreneurial environment Consultative approach with the ability to simplify complex issues for clients

Financial Services Pre-Sales Consultant in workfromhome at Unknown Company

This position is listed as full time and able to be worked remotely.

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