AI & Analytics Pre-Sales Lead

AOB Recruitment•Dallas, TX

About The Position

The AI & Analytics Pre-Sales Lead is a senior leadership role responsible for driving technical solution strategy and deal success across Banking, Financial Services, and Insurance (BFSI) accounts. As technical lead throughout the pre-sales lifecycle, the role owns the technical win, from discovery and solution shaping through proposals, demonstrations, and win strategy. It combines executive-level client advisory with hands-on development of demonstrations, prototypes, and proofs of concept using generative and agentic AI. The role also shapes vertical-specific offerings, develops reusable accelerators and intellectual property, and partners with sales, solution architecture, data science, engineering, DataOps, and MLOps teams to create differentiated client solutions. The position is part of an established AI & Analytics practice with production AI delivery experience and capabilities spanning generative AI, agentic automation, machine vision, deep learning, natural language processing, reinforcement learning, and modern data platforms across major cloud environments. The position is based in Dallas, Texas, or Austin, Texas, and involves approximately 30% travel.

Requirements

  • Bachelor’s degree in Computer Science, Engineering, or a related field; equivalent knowledge gained through self-study and professional experience will also be considered.
  • 10+ years of overall experience, including substantial experience in pre-sales, solution consulting, practice leadership, or business development for data and analytics solutions.
  • Demonstrated success leading pre-sales engagements, facilitating workshops, developing proposals, shaping solutions, and supporting complex deal cycles.
  • Hands-on ability to rapidly build working demos and prototypes using generative and agentic AI tools.
  • Experience designing and positioning large-scale data and analytics platforms.
  • Working knowledge of modern AI techniques, including predictive modeling, generative AI, document intelligence, and agentic automation.
  • Ability to assess practical AI capabilities and guide clients toward solutions that deliver measurable business impact.
  • Understanding of cloud and distributed-systems principles, with experience across AWS, Azure, and Google Cloud Platform.
  • Familiarity with containerization and orchestration technologies.
  • Excellent written and verbal communication, executive presentation, and interpersonal skills.
  • Ability to operate effectively in ambiguous environments and bring structure to complex, open-ended problems.
  • Willingness to travel approximately 30%.
  • Generative AI and Agentic AI experience (5+ years).
  • AWS, Azure, and GCP cloud-platform experience (5+ years).
  • Data and Analytics platforms and architecture experience (7+ years).
  • Pre-sales and solution consulting experience (10+ years).

Nice To Haves

  • An advanced degree is preferred.
  • Experience in Banking, Financial Services, and/or Insurance is strongly preferred.

Responsibilities

  • Lead the technical pre-sales lifecycle for AI & Analytics across BFSI accounts, including discovery, requirements analysis, solution shaping, and win strategy.
  • Build demonstrations, prototypes, and proofs of concept using generative and agentic AI.
  • Advise client executives on AI adoption, data-platform modernization, capability roadmaps, and process automation.
  • Shape vertical-specific offerings by defining intellectual property, service offerings, target markets, and lead-generation approaches.
  • Partner with industry sales teams to identify strategic opportunities and develop account-specific solution strategies.
  • Drive proposals, RFP/RFI responses, value narratives, ROI models, and client-facing collateral.
  • Present organizational capabilities in sales meetings, executive briefings, workshops, and industry conferences.
  • Facilitate AI strategy workshops, ideation sessions, and assessments that translate operational challenges into feasible, high-value AI use cases.
  • Collaborate with solution architects, data scientists, engineering, DataOps, and MLOps teams to develop demos, proofs of concept, pilots, and reusable accelerators.
  • Extend reusable intellectual property and solution assets that can be scaled across multiple clients.
  • Support practice sales objectives while partnering with sales professionals who retain primary quota ownership.
  • Develop thought leadership and verticalized offerings to strengthen the practice’s market position.
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