Pre-Sales Representative Lead, Solutions Specialist
About The Position
The Pre-Sales Representative Lead, Solutions Specialist will work closely with sales and customer success teams to understand client needs and develop customized technical solutions, including integration strategies and platform capabilities. This role involves conducting client discovery assessments, providing product recommendations, performing demonstrations, and acting as a technical liaison between clients and internal product teams. The specialist will also support post-sales activities like integration and troubleshooting, assist in preparing proposals and RFP responses, and stay informed about industry trends and competitor offerings to effectively position the company's fintech products.
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.
Benefits
- competitive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
