Sr. Solutions Consultant

Posted 4 Days Ago
Be an Early Applicant
Hiring Remotely in Arizona, USA
Remote
Senior level
Fintech • Financial Services
The Role
Serve as a technical advisor and product expert for digital banking clients throughout the sales process. Deliver tailored demonstrations, presentations, workshops, RFP responses, and solution assessments. Partner with sales, product, development, and implementation teams to align solutions with client needs, communicate roadmap capabilities, and relay customer feedback. Maintain expertise in business banking, payments, cash management, APIs, fintech integrations, and digital banking trends while supporting client relationships and internal enablement.
Summary Generated by Built In

Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.

Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.

About Us:

Candescent is a leading provider of digital banking solutions, helping financial institutions transform customer experiences with cutting-edge technology. Our platform enables banks and credit unions to offer seamless, secure, and innovative digital banking services. We are seeking a skilled Pre Sales Consulting Engineer to join our team and play a key role in delivering tailored solutions to our clients.

Role Overview:

As a Pre Sales Consulting Engineer, you will serve as a key technical advisor and product expert, working closely with sales, product, and implementation teams to provide tailored solutions for our digital banking clients. You will engage with financial institutions to understand their business needs, demonstrate product capabilities, and guide them through the solution adoption process.

Key Responsibilities:

  • Act as a trusted advisor to prospective and existing clients, understanding their digital banking needs and challenges.
  • Represent our Digital Banking Platform throughout the sales process by preparing and delivering effective demonstrations, presentations and technical workshops reflective of client and prospect strategic goals and key business drivers for Digital Banking as it relates to the retail and business experience.
  • Understand our Digital Banking Platform strategic direction and roadmap; present current and future functionality tied to business value; and communicate updates to the Sales and Digital Strategy Management teams.
  • Work closely with the sales team to provide pre-sales technical expertise, including responding to RFPs/RFIs and conducting solution assessments.
  • Collaborate with product management and development teams to relay customer feedback and influence future product enhancements.
  • Assist in the implementation process by ensuring the proposed solutions align with client expectations and technical requirements.
  • Develop and maintain strong relationships with key stakeholders at financial institutions.
  • Stay up to date on digital banking trends, regulatory requirements, and emerging technologies to provide thought leadership.
  • Maintain Subject Matter Expertise (SME) specific to Business Banking, Payments, and back-office processes.
  • Provide answers to questions about our Digital Banking Platform and strategy as they are presented by prospects, clients, and internal team members via a portal.
  • Create and maintain up-to-date resources for others with the organization. This is inclusive of but not limited to PowerPoint presentations, recorded sales demonstrations, industry articles, and the interactive sales demo.
  • Convey customer and prospect feedback specific to the Business Banking and Payments solutions, amongst other solutions, to the broader team through proactive and ongoing communication.  In addition, be an advocate within the field to articulate the Platform’s strategic direction and priorities to deliver an outstanding financial institution and end user experience.

Qualifications & Experience:

  • Bachelor’s degree in Computer Science, Information Technology, Business, or a related field.
  • 3-7 years of experience in a Solution Consulting, Pre-Sales, or Business Analyst role within the digital banking or fintech industry.
  • Strong understanding of digital banking platforms, core banking systems, APIs, and fintech integrations.
  • Excellent presentation and communication skills, with the ability to translate technical concepts into business value.
  • Experience with cloud-based banking solutions, mobile banking, payments, and security best practices is a plus.
  • Ability to convey authority and expertise to effectively work with prospects and clients in speaking about cash management operations including ACH/wires processing, cash flow forecasting, transaction management, reconciliation, etc.
  • Excellent and proven presentation skills for both onsite and virtual delivery
  • Strong organizational, collaboration, and written/oral communication skills
  • Solid time management skills with the ability to work independently
  • Ability to work collaboratively in a fast-paced, client-facing environment.
  • Willingness to travel as needed.

Statement to Third Party Agencies
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.

Skills Required

  • Bachelor's degree in Computer Science, Information Technology, Business, or a related field
  • 3-7 years of experience in Solution Consulting, Pre-Sales, or Business Analysis within digital banking or fintech
  • Strong understanding of digital banking platforms, core banking systems, APIs, and fintech integrations
  • Excellent presentation and communication skills, including translating technical concepts into business value
  • Experience with cloud-based banking solutions, mobile banking, payments, and security best practices
  • Expertise in cash management operations, including ACH and wire processing, cash flow forecasting, transaction management, and reconciliation
  • Strong organizational, collaboration, written, and oral communication skills
  • Solid time management skills and ability to work independently
  • Ability to work collaboratively in a fast-paced, client-facing environment
  • Willingness to travel as needed

Candescent Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Candescent and has not been reviewed or approved by Candescent.

  • Leave & Time Off Breadth — Policies include unlimited vacation for full-time exempt staff, tenure-based accrual for non-exempt, plus floating holidays and sick leave. This breadth of time off suggests flexibility across employment classifications.
  • Wellbeing & Lifestyle Benefits — A discount program is cited that provides access to deals at over 250 retailers. This perk adds everyday savings beyond core benefits.

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The Company
HQ: Atlanta, Georgia
1,030 Employees
Year Founded: 2024

What We Do

Candescent brings together the transformative technologies that power and connect account opening, digital banking and branch solutions for banks and credit unions of all sizes. And we’re here to help you extend, differentiate and illuminate your digital-first banking experiences. Our industry-leading products and services, cloud architecture and on-demand developer tools give you the power to differentiate and deliver seamless customer journeys.

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