About The Position

This role involves collaborating with sales and customer success teams to understand client requirements and customize technical solutions. The specialist will conduct client discovery assessments, provide tailored recommendations, and deliver product demonstrations. They will act as a technical liaison, support post-sales activities, assist with proposals and RFP responses, and stay updated on industry trends.

Requirements

  • Collaborate with the sales and customer success teams to understand client requirements and customize technical solutions, including integration strategies and platform capabilities.
  • Conduct comprehensive client discovery assessments of client needs and provide tailored recommendations for product solutions.
  • Conduct product demonstrations and presentations to showcase the functionality and value of our fintech products.
  • Serve as a technical liaison between clients and internal teams, conveying feedback and contributing to product enhancement.
  • Support post-sales activities, including product integration and troubleshooting technical issues as needed.
  • Assist in the preparation of proposals and RFP responses, providing technical insights and recommendations.
  • Stay updated on industry trends and competitor offerings to effectively position our products in the market.

Responsibilities

  • Collaborate with the sales and customer success teams to understand client requirements and customize technical solutions, including integration strategies and platform capabilities.
  • Conduct comprehensive client discovery assessments of client needs and provide tailored recommendations for product solutions.
  • Conduct product demonstrations and presentations to showcase the functionality and value of our fintech products.
  • Serve as a technical liaison between clients and internal teams, conveying feedback and contributing to product enhancement.
  • Support post-sales activities, including product integration and troubleshooting technical issues as needed.
  • Assist in the preparation of proposals and RFP responses, providing technical insights and recommendations.
  • Stay updated on industry trends and competitor offerings to effectively position our products in the market.
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