Solutions Consultant - Financial Services

Description

The role is a strategic technical lead on enterprise deals in your territory, working with Sales and internal stakeholders. You own the technical side of wins from start to finish, connecting business change with data architecture, integrations and practical AI use.

You run discovery with enterprise IT, architecture and business leaders, helping them modernise workflows and data management and showing the value of the company platform.

The focus is Financial Services, mainly Investments, Insurance and Banking. You bring subject matter expertise to Sales, covering both business and functional sides of the platform through architecture talks, demos and value-based messaging. You also build example solutions, prototypes and proofs of concept to show that the company's solutions work and pay off.

Responsibilities

• Serve as the main technical lead on enterprise opportunities, focusing on integrations, data management and how the platform fits into complex customer technology stacks.
• Work closely with Regional Sales Directors and other customer-facing teams to learn customer challenges, requirements and target outcomes.
• Lead discovery and value-based conversations on Financial Reporting, GRC and Sustainability.
• Lead conversations with enterprise IT, architecture and business leaders on technology strategy, data management, integrations and modernisation.
• Deliver technical and architecture presentations, demos and value-based messaging aimed at Financial Services customers.
• Collect complex business and technical requirements and turn them into practical solutions on the platform.
• Design tailored solutions that meet customer needs and support finance and business process change.
• Build example solutions, prototypes and proofs of concept that show the viability, functionality and value of the platform.
• Work with other Solution Consultants to set up or adapt custom demo environments for customers and prospects.
• Work with Sales to build business cases and proposals that set out value, business outcomes and ROI.
• Support Sales on territory and pipeline development: build hypothesis-driven engagement plans, check qualification gates before committing evaluation resources, and find high-value expansion across accounts.
• Be the main technical contact for strategic and complex enterprise deals.
• Manage projects and relationships across larger customers with broad, complex requirements.
• Build trusted relationships with senior stakeholders in IT, architecture, finance and lines of business.
• Look across the whole customer finance organisation for transformation opportunities using the platform.
• Lead and coordinate the cross-functional the company resources involved in customer-facing work.
• Work with the company business partners on joint customer initiatives aimed at customer business goals.
• Work with partner and customer support teams to support onboarding, adoption and long-term success.
• Advise enterprise IT, architecture and line-of-business leaders on modernising data management with the platform's automated workflows, integrations and practical AI capabilities.
• Mentor and train team members, sharing technical, industry and domain knowledge.
• Bring a commercial mindset, influence customer decisions and contribute to sales strategy.

Requirements

• At least 4 years of experience in pre-sales, solution consulting, technical sales, solution delivery or management consulting in a complex enterprise technology setting.
• A bachelor's degree in a related field is preferred, or equivalent practical experience.

Conditions

Up to 30% travel for customer and internal meetings.

You need reliable internet access when working remotely from outside a the company office.