Lead Pre-Sales Engineer

Posted 11 Hours Ago
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Riyadh
Expert/Leader
Software
The Role
The Lead Pre-Sales Engineer will support sales teams by demonstrating technical expertise in solution architecture and create tailored proposals for clients in the financial services sector. Responsibilities include managing RFI/RFP responses, leading technical discussions, and collaborating with engineering teams to ensure solution alignment with customer needs.
Summary Generated by Built In

Description

Job Summary:

We are seeking a Lead Pre-Sales Engineer with a strong background in solution architecture, business domain knowledge in the financial services industry, and expertise in creating responses to RFI and RFP documents. The successful candidate will work closely with sales, product, and engineering teams to develop and present innovative solutions to clients, ensuring they align with customer business objectives and technical requirements. This role requires the ability to translate complex technical concepts into business value, demonstrate product capabilities, and support the sales process from initial engagement to closing, including the creation of compelling and technically sound proposals for prospective clients.

Key Responsibilities:

Pre-Sales Support:

  • Partner with the sales team to understand customer requirements, business challenges, and strategic goals.
  • Lead the technical pre-sales process, including conducting product demonstrations, presentations, and proof of concepts (PoCs).
  • Articulate complex technical concepts in clear, non-technical language to both business and technical stakeholders.
  • Develop customized solution architectures and design proposals tailored to customer needs within the financial services domain.
  • Address technical objections and answer client questions regarding product capabilities, integration, scalability, security, and compliance.

Solution Architecture & Design:

  • Leverage deep domain expertise in the financial services industry (e.g., banking, insurance, investment management) to design solutions that meet industry-specific challenges.
  • Develop high-level solution architectures, considering client infrastructure, integrations, cloud services, and regulatory compliance requirements.
  • Collaborate with internal engineering and product teams to ensure the solution meets customer requirements and is aligned with the company’s product roadmap.

Client Engagement & Relationship Building:

  • Act as the technical lead in customer-facing discussions, helping clients understand how the company’s products and solutions can address their pain points.
  • Work closely with clients during the sales cycle to build trust, demonstrate value, and guide them through the technical decision-making process.
  • Provide subject matter expertise on financial services regulations, trends, and technologies during client interactions.

Creation of Responses to RFI/RFP Documents:

  • Lead the creation of Responses to RFIs (Request for Information) and RFPs (Request for Proposals), ensuring all technical, functional, and business requirements are addressed comprehensively.
  • Work with the sales and marketing teams to tailor responses that align with customer needs, business objectives, and competitive positioning.
  • Coordinate with internal subject matter experts (SMEs) to gather and consolidate relevant product information, pricing, and technical details required for RFI/RFP responses.
  • Ensure RFP responses reflect the company’s strengths and differentiators in the marketplace, addressing key client pain points and business drivers.
  • Develop and maintain a library of standard responses, templates, and technical documentation to improve the efficiency of future RFI/RFP submissions.

Cross-Functional Collaboration:

  • Work with the product management team to provide customer feedback and contribute to the development of product features that address market needs.
  • Provide input to sales proposals and responses to RFPs, ensuring technical accuracy and alignment with client needs.
  • Train and mentor junior pre-sales engineers on solution design, financial services domain knowledge, and best practices in the pre-sales process.

Market & Competitor Analysis:

  • Stay updated on the latest financial services industry trends, emerging technologies, and competitors' offerings.
  • Assist the marketing and product teams by providing insights into customer pain points, industry requirements, and competitor positioning.
Requirements

Required Skills and Experience:

  • Education:
    • Bachelor's or Master's degree in Computer Science, Engineering, Information Technology, or a related field.
  • Experience:
    • 10+ years of experience in a pre-sales engineering or solutions architect role with at least 8 years focused on the financial services industry.
    • Proven track record of working with enterprise customers in financial services (e.g., banking, insurance, asset management).
    • Hands-on experience with enterprise software solutions (e.g., CRM, ERP, core banking systems, digital transformation tools).
    • Strong technical expertise in cloud computing, enterprise architecture, API integrations, and data security.
    • Knowledge of industry-specific standards and regulations such as GDPR, PCI-DSS, MiFID II, SOX, and AML/KYC.
  • Technical Skills:
    • Proficient in designing and architecting complex solutions based on cloud platforms (e.g., AWS, Azure, Google Cloud) and on-premise infrastructures.
    • Familiarity with microservices, containers (Docker/Kubernetes), and DevOps practices.
    • Strong understanding of data architectures, databases (SQL/NoSQL), and big data technologies.
    • Knowledge of financial industry trends such as blockchain, AI/ML, open banking, and regulatory technology (RegTech).
  • Soft Skills:
    • Strong communication skills with the ability to translate technical jargon into business terms.
    • Excellent presentation and public speaking abilities for large client meetings and demonstrations.
    • Ability to build and maintain strong relationships with internal teams and external stakeholders.
    • Analytical mindset with the ability to quickly understand complex business problems and propose tailored solutions.
    • Exceptional writing skills with the ability to create clear, compelling, and concise RFI/RFP responses.

Working Conditions:

      • Location: Riyad, KSA
      • Occasional travel may be required for client meetings, conferences, and product demonstrations.
      • Flexible working hours to accommodate different time zones when working with global clients.

Top Skills

Java
NoSQL
SQL
The Company
Noida, Uttar Pradesh
175 Employees
On-site Workplace
Year Founded: 2014

What We Do

A digital transformation company, driven to solve some of the most complex problems in the world today through technology. Our core service portfolio includes staff augmentation, software development and cloud services with over 300+ projects delivered to date. Established in 2014, with a continuously growing team of 250+ experts, operating across 3 regions with Americas, Middle East, and Southeast Asia, CodeNinja is one of the fastest growing technology companies recognized by Forbes Technology Council. With value addition being a core focus for the company, CodeNinja ranks as one of the top and best reviewed software development and services company. Now offering enterprise cloud solutions to some of the leading technology companies in the world, the company has secured funding of $1.6M and is poised to invest in redefining workplace dynamics through use of advanced AI. CodeNinja has earned the trust of more than 240 clients spread across 15 different countries and 9 different industries. The company is also one of the top-rated outsourcing services provider in Pakistan, forming dedicated technology teams for some of the world's leading organizations like Microsoft, Lifeforce (Tony Robbins) and OTL alongside unicorns such as 24Seven, ABHI, and Graana. In addition, to ensure quality and commitment to client data security, the company is now ISO 270001 certified. Services: · Offshore Engineering Teams · Custom Software Development · Dedicated Development Center · Application Modernizations · Cloud Services and Solutions · Modern Workplace Solutions · Digital Transformation Strategy · AI Consulting · AR/VR and Digital Twins · eCommerce Solutions Awards and Achievements: Top 1000 Companies Clutch Global 2023 Top Company in .Net Developers 2023 Clutch Global Fall 2023 Certifications & Partnerships: Adobe Commerce Cloud Solution Partner Microsoft Solution partner for business applications. Microsoft Solution Partner for Azure Data and AI.

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