Senior Pre-sales consultant (Treasury Operations)

What you will be doing

• Plays an integral role in the sales process utilizing knowledge of FIS solution(s), financial product, and financial markets to assist sales executives in addressing client/prospect requirements.

• Develops appropriate product solutions to meet client/prospect business requirements.

•  Drives solution assurance process on behalf of sales executives to obtain client/prospect requirements, identifies and prioritizes functionality gaps with sales representatives and clients/prospects, initiates request-source process to obtain estimates to address functionality gaps or define appropriate workarounds and gathers all necessary information for internal suppliers to commit to performing the conversion

•  Drives commitment process on behalf of sales executives to obtain internal commitment to perform work defined in solution assurance documents.

• Maintains detailed notes in enterprise contact management system to assist in bringing sales opportunities to closure.

• Provides input to appropriate sections of requests for proposal (RFPs) and requests for information (RFI).

• Conducts workshops for requirements scoping or proof-of-concept

• Sets up and delivers product presentations/demonstrations to clients/prospects either in person or via web-based tools.

• Creates and maintains product presentations.

•  Participates in business requirements review with clients/prospects.

• Participates in product release process.

•  Provides feedback on client/prospect requirements to FIS product managers on regularly scheduled basis.

What you Bring

• At least 7 years of experience working in a capital market business or technology area

• Understanding of capital market products, collateral processing and post-trade operations across the financial services industry

•  In-depth knowledge of post trade operations (Confirmation, Settlement, Accounting) and collateral processing (trading book)

• Understanding of the entire sales cycle, from market research through contract signing

• Analytical and consultative approach to client engagements

• Equally comfortable working independently or as part of a team

• Ability to organise, prioritise, and multi-task

• Excellent written and verbal communication skills

• Outstanding presentation abilities

Desirable:

•  Experience of working with SQL Databases

•  Prior experience working within a software company as a Pre-Sales in capital market and payment space

• Supported Asia Pacific and Middle East Africa sales organization

•  Perform discovery calls and meetings

•  Perform sales presentations and deliver solution demonstrations

•  Build customized demonstrations and POC as an aid to the sales process

• Provide coverage at annual trade shows and customer events

•  Provide project handover to Professional Services where relevant

To provide business and technical expertise in the Pre-Sales process

•  Identify and qualify customers’ business and functional requirements in order to obtain initial project estimates

•  Identify solution gaps after gathering customers’ requirements and communicate back to Product team

• Respond to RFI’s / RFP / customer queries in a timely and professional manner

• Clearly articulate the benefits and value proposition of the FIS solution set

• Build customer relationships by providing business and solution expertise

• To become an integrated part of the global Pre-Sales organization

• Align with and support the other regional Pre-Sales teams

•  Help build and maintain global Pre-Sales processes, supporting documentation and collateral

• Develop new business opportunities across FIS Segments

• Interface with the Product Management, PS, Support and Development organizations

To become a market expert

• Be aware of industry trends, drivers and regulatory initiatives

• Understand the competitive offerings and their differentiators in the market

• Read trade and industry journals to keep abreast of industry thoughts and initiatives

• Work with Marketing, Product Strategy and other FIS Segments to identify and research new market verticals and opportunities 

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