Left Right

Job: PreSales Solutions Specialist – Financial Technology

Title PreSales Solutions Specialist – Financial Technology
Categories AI Technology, AML, Financial Technology, Machine Learning, Pre-Sales, Sales
Location United States / Remote
Job Information

Our global Financial Technology client is seeking to recruit a PreSales Solutions Consultant with demonstrated presales support and delivery experience in the Financial Technology industry and direct experience with financial crimes, anti-money laundering and financial fraud technology solutions.


  • Serve as the platform subject matter expert and support the sales team in all aspects of the sales process
  • Serve as the chief liaison between sales, product, delivery and professional services teams for new sales, cross and up selling, renewals and client retention initiatives
  • Manage the RFP and RFI process and provide direct responses to customer questions
  • Serve as the financial crimes industry expert
  • Provide customized product demos demonstrating consultative solutions to clients, potential customers and partners
  • Advocte product and platform value and how they can meet specific customer requirements
  • Collaborate with internal teams and external partners to develop customized product solutions
  • Oversee and report on deal progress and escalate potential problems
  • Assist in developing business cases, discovery efforts and presentations evangelizing technology and product value
  • Work closely with professional services to address specific client requirements and ensure SOW will achieve stated criteria
  • Assist sales team in winning and closing business and meeting revenue targets
  • Participate in industry events, trade shows, conferences and seminars and serve as a product evangelist in new business development initiatives
  • Ensure a smoth transition from initial sales prospecting through platform delivery


  • CAMS or ACFCS cerification strongly preferred
  • 7+ years’ financial crimes, cyber-crimes and/or AML experience required
  • Demonstrated experience developing consultative sales solutions that leads to winning new business in the financial services industry
  • Highly proficient technical ability with data management and data analysis
  • Ability to become a product subject matter expert and platform evangelist
  • Superb communication, interpersonal, presentation and client facing ability
  • Advanced negotiation and influencing skills
  • Ability and willingness to travel 50%+ (post-Covid)
  • Keen interest in disruptive technologies and solutions
  • Creative, motivated and solutions oriented personality
  • This position is 100% remote and can sit anywhere in the United States (must be legally authorized to work in the United States without work visa sponsorship)
Apply Now