Pre-Sales Consultant


Date Published: 15 April 2024

Our client is a fast-growing startup, applying artificial intelligence to the drafting, negotiation, and analysis of contracts. They are on a mission to change the way organizations approach documentation and harness the power of the data within their documents. They recently closed their Series B and with a global footprint, they support some of the world’s largest financial institutions and are trusted by leading banks around the world, including Citi and Goldman Sachs.

They looking for a highly motivated and experienced Pre-Sales Consultant to join their growing team. The successful candidate will provide fundamental support, both functional and technical, to sales pursuits in core client segments of large financial institutions. Key activities include technical solutioning, business casing, value engineering, client discovery workshops and providing product demonstrations. The successful candidate is an excellent communicator with deep problem-solving skills and a strong willingness to learn.

Candidates must be in the New York City Metropolitan Area.

Key Responsibilities:

  • Interact with prospective clients to understand their functional and technical requirements and use cases to develop pointed, value-driving solutions;
  • Establish an understanding of both functional and technical client requirements by analyzing workflows, process maps, client architecture with relevant systems and data sources, and other knowledge artifacts.
  • Support sales cycles with functional and technical expertise, including product demonstrations and technical product presentations;
  • Identify key client priorities and value drivers by analyzing public client artifacts (e.g., annual reports, presentations, interviews, etc.) and align the value proposition accordingly. Outputs may be in the form of business cases or targeted pitch decks;
  • Track the broader Financial Services industry (specifically around Fintech and documentation) and distill the latest trends and updates to clients and other members of the team;
  • Act as a technical liaison between clients and product teams, providing feedback, expertise and direction;
  • Collaborate with cross-functional teams to identify potential areas of growth and improvement;
  • Support the creation of marketing collateral such as whitepapers, generic technical presentations, and product demonstrations;
  • Become a product expert to be able to create and deliver presentations, both internally and externally;
  • Assist the team in responding to RFI’s, RFP’s & other sales-related pursuits;
  • Deliver bespoke presentations to clients stakeholders.

Desired skills and experience:

  • 3+ years of experience in a pre-sales engineering or product role, preferably in the software industry;
  • Understanding of the Financial Services industry with a focus on banking with prior experience in FinTech considered an asset;
  • Strong technical skills in areas such as software, product development, data integration and familiarity with key technical concepts;
  • Experience in creating and delivering presentations to Senior audiences;
  • Outstanding communication and presentation skills, with the ability to articulate both functional and technical
  • concepts to a non-technical audience;
  • Experience assisting with an enterprise sales cycle;
  • Superior problem-solving skills and the ability to work independently or collaboratively in a team setting;
  • Exceptional work ethic and ability to perform under pressure;
  • Experience with customer-facing roles and ability to manage relationships with key stakeholders across an organization;
  • High standard for attention to detail.
  • Bachelor's degree (or higher) in Business or Technology or related field, or equivalent experience;

Comp and Benefits

  • The compensation for this position is $120,000 – $140,000, depending on experience
  • Unlimited PTO
  • Performance bonuses in the form of stock options
  • Stipend for healthcare coverage.