Senior Presales Consultant

Fintech OS SRLNew York, NY
Hybrid

About The Position

This is our first full-time presales hire on the ground in the US. You’ll be the trusted technical companion to our sales effort – the person who can talk credibly about the market, show the product at its best, and earn the confidence of community banks, credit unions, and mid-to-large institutions. You’ll work shoulder-to-shoulder with a US team of five to six people, partnering closely with Account Executives, product, and delivery. The job is part strategist, part engineer, part advisor: understand what a customer is actually trying to achieve, then translate it into how FintechOS gets them there. Build trust, build the case, and help win new deals.

Requirements

  • 7+ years in presales, solution consulting, or sales engineering, selling software or platforms into US financial services.
  • Strong banking domain experience – you’ve worked with community banks, credit unions, and mid-to-large institutions, and you understand how they buy, operate, and what keeps them up at night.
  • Real fluency in origination, lending, deposits, and core banking realities – you can hold a credible conversation about workflows, decisioning, regulatory pressure, and cost-to-serve.
  • Proven ability to straddle business and technical conversations – you quantify ROI with executives and discuss architecture with engineers.
  • A track record of winning deals by articulating business value, not just features: faster launches, lower costs, competitive edge.
  • Technical understanding of APIs, cloud architecture, and integrations – you don’t need to code, but you need to speak the language.
  • Autonomous and proactive – you see the opportunity, shape it, and drive it without waiting for permission.

Nice To Haves

  • Know the credit union world specifically – member-centric model, NCUA regulation, community mission – and can speak to it authentically.
  • Understand the shift from IT-led to business-led product development, and can articulate it without leaning on buzzwords.
  • Have sold origination, digital banking, or lending platforms and know the competitive landscape (Blend, Backbase, MeridianLink, and the core providers).
  • Can position AI as business value, not tech theater.
  • Have built ROI models or business cases that genuinely shifted an executive’s decision.
  • Have contributed to thought leadership – industry events, winning RFPs, or content that influenced buyers.

Responsibilities

  • Be the trusted advisor to prospects and new customers – guiding them on how FintechOS helps them modernize origination, launch products faster, and run a more efficient operation, without a multi-year core replacement.
  • Develop deep product expertise – know the platform comprehensively, and be the internal go-to for sales, product, and delivery.
  • Run discovery and showcase the product – lead compelling demos and proofs of concept that make the value tangible for both business and technical stakeholders.
  • Build the business case – quantify ROI: faster time-to-market, lower cost-to-serve, conversion uplift, and competitive differentiation.
  • Speak the market’s language – talk credibly about NIM compression, origination fragmentation, deposit competition, and the regulatory realities of NCUA- and FDIC-regulated institutions.
  • Win as a team – partner with AEs through the full cycle, from first conversation to commercial close, and help win new logos across the US.
  • Run solution cycles end-to-end with an AE: discovery, value quantification, solution design, demos, POCs, and close.
  • Show banks and credit unions how to launch and change products – consumer lending, deposits, member onboarding – without traditional development cycles.
  • Demonstrate how FintechOS sits above cores like Fiserv, Jack Henry, and FIS, lifting product logic into a governed layer.
  • Navigate buying committees: win over executives with strategic vision, business teams with use cases, and technical leaders with architecture.
  • Build value cases and ROI models that change minds and move deals forward.
  • Act as the voice of the US market back to product and delivery – what customers need, what’s landing, what isn’t.

Benefits

  • Impact: you’re joining early enough to shape how we sell in the US, what we build, and where we win.
  • Growth: work alongside institutions like Société Générale and Admiral, and help open a new market. New logos, real expansion.
  • Autonomy: we trust you to see the opportunity and own it. No micromanagement, no bureaucracy.
  • Team: smart, motivated people tackling one of the hardest problems in financial services.
  • Diversity: we’re building a place where different perspectives, backgrounds, and ideas make us better.
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