Pre-Sales Consultant

Description

The company is an AI platform business that helps regulated financial institutions redesign, govern and run critical work, with the controls and accountability those settings demand.

Its products are AIOS, an orchestration platform for governed AI work; the Banking Platform, which supports product, pricing, offers, billing, loyalty and relationship management for banks; and IO, an integration layer that connects data, systems and workflows in complex enterprises.

The company is based in Toronto and works with financial institutions in North America, Europe, the Middle East, Africa and Asia-Pacific.

About the role:

This is a client-facing pre-sales position focused on finding where AI can solve real business problems and how AIOS can deliver value there.

You will provide solutions consulting directly to clients, learning their priorities, exploring AI use cases and turning business needs into workable solution approaches. This involves leading or supporting discovery talks, workshops, briefings and solution discussions that tie AIOS to measurable outcomes.

You will work alongside Sales and the wider AIOS group, combining business knowledge, AI expertise, solution design and clear storytelling to show how AI, AI agents and automation fit a client's organization.

Responsibilities

• Learn clients' business priorities, operational pain points and AI opportunities.
• Lead or support discovery sessions, workshops and working sessions with clients.
• Define and refine AI use cases, workflows, agent opportunities and automations that match client needs and outcomes.
• Convert business problems into clear, practical AIOS solution approaches.
• Build business value narratives linking AIOS capabilities to client priorities and expected results.
• Give client briefings, presentations, solution walkthroughs and demos adapted to each audience and opportunity.
• Run discussions between business and technology stakeholders on how AI can work inside the client's organization.
• Lead solutions consulting work and partner with Sales on client conversations, deal development and positioning.
• Use commercial judgment about client priorities, how decisions get made and the wider context of each opportunity.
• Work with the AIOS Product, Architecture, Engineering and Delivery teams to build solutions that are workable and fit AIOS.
• Take part in, and where appropriate lead, defined solution validation work and proofs of value.
• Develop trusted advisory relationships with client stakeholders.
• Bring client and market insights into AIOS solution discussions.
• Create reusable use-case assets, presentations, playbooks and other materials for the AIOS consulting approach.
• Pass lessons and feedback from client work to the wider AIOS organization.

Requirements

• You have 4+ years in solution consulting, technology consulting, pre-sales, business transformation or another client-facing technology role.
• You have delivered solutions consulting through client engagements, workshops and solution discussions.
• You can understand business problems and turn them into practical technology and AI opportunities.
• You have worked with business and technology stakeholders in enterprise settings.
• You have a strong grasp of AI, generative AI, AI agents, workflow automation and new enterprise AI capabilities.
• You can identify relevant AI use cases and tie them to business value.
• You tell business stories well and explain technology clearly.
• You communicate, facilitate and present well.
• You have commercial awareness and understand how enterprises buy and make decisions.
• You are a strong analytical and problem solver.
• You work effectively across Sales, Product, Architecture, Engineering and Delivery.
• You work independently and also collaborate well on more complex client opportunities.
• You learn quickly and work well in a changing technology environment.
• Experience with agentic AI, AI automation or enterprise AI initiatives is a plus.
• Experience with AI platforms, enterprise software or workflow technologies is a plus.
• Experience supporting or leading client workshops, demos, solution validation or proofs of value is a plus.
• Experience in banking, financial services or other regulated industries is a plus.
• Experience across different industries, business functions or use cases is a plus.
• Experience creating presentations, use-case materials, solution assets, playbooks or similar client content is a plus.

Conditions

Expected salary is $150K to $165K. Hiring happens at several career levels, based on experience, skills and demonstrated capability.

The position is open and is hybrid.

The company may use AI and/or other automated tools to screen or assess applicants. It will not use AI to conduct interviews or make hiring decisions.

The company welcomes applications from people with disabilities and provides accommodations on request throughout the selection process.

Benefits

• Company-paid health benefits.
• Annual bonus opportunities.
• Generous vacation and holidays.
• RRSP matching.
• Employer-paid insurance coverage.
• Wellness resources.
• Extensive paramedical benefits, among others.
• Paid volunteering days.
• Paid time off and wellness benefits.
• Room for professional growth and career advancement.