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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Pre-Sales and Consulting within the banking and financial industry, with a strong ability to design customized solutions and manage client relationships. Proficient in compliance, risk assessment, and delivering compelling presentations to stakeholders.
Highest-signal resume keywords
Pre-Sales ExperienceConsulting SkillsBanking Industry KnowledgeCompliance ExpertiseTechnical Sales Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Solution DesignRisk AssessmentProposal DevelopmentBusiness Case CreationProof-of-Concept DeliveryMarket AnalysisTechnical CommunicationClient Relationship ManagementB2B SalesTime Management
Soft Skills
Excellent CommunicationPresentation SkillsOrganizational SkillsMultitasking AbilityRelationship Building
Industry Keywords
BankingFinancial IndustryComplianceAMLFraudConsultative ApproachStakeholder EngagementCustomer LifecycleRFP ProcessTechnical Solutions
About the role
Key responsibilities & impact- Partner with Sales to identify business needs and objectives of banking and financial industry clients
- Design customized solutions addressing clients' current and future challenges using a consultative approach
- Communicate required subject matter expertise to clients
- Assess risk factors of proposed solutions and explain them to clients and internal stakeholders
- Prepare and deliver solution design illustrations and bespoke demonstrations
- Contribute to deal-specific business cases and pricing for implementation and operation of solutions
- Manage the RFP process, including responses, proposal development, and business case creation
- Lead prospective clients through proof-of-concept delivery
- Coordinate technology, compliance, Tech, and Data teams during POC delivery
- Build and maintain client and stakeholder relationships throughout the customer lifecycle
- Provide market-based input to the Product team for short- and long-term roadmap planning
- Make complex technical solutions understandable and demonstrate product value to prospective customers
Requirements
What you’ll need- +5 years of experience in Pre-Sales, Consulting, Technical Sales or Customer Success in a B2B environment
- Bachelor's degree in engineering, computer science, information systems, or related fields
- Ability to structure complex challenges and build productive relationships with internal and external stakeholders
- Excellent communication, presentation, organization, and time management skills
- Ability to prioritize and multitask in dynamic environments
- Strong grasp of technological and business concepts
- Prior experience in the banking or financial industry is a strong plus
- Experience with compliance, AML, and Fraud is highly advantageous
- Ability to speak, read and write English fluently
- Ability to work onsite 2-3 days per week in a hybrid setup
- Must provide current location
- Must disclose whether employment sponsorship will be required
Benefits
Comp & perks- Hybrid work model with onsite work 2-3 days per week
- Opportunities to grow professionally
- Culture of mutual trust, support and passion
- AI-supported interview recording and transcription for evaluation purposes, with voluntary consent and the ability to withdraw consent
- Opportunity to make a difference in the global fight against money laundering, fraud, and terrorist financing