Senior Pre-Sales Consultant (Demos)
One of our clients is a fast-growing SaaS company serving the financial services industry, looking to bring on Senior Pre-Sales Consultants to support its sales team. The company provides a compliance technology platform used by over 2,300 financial institutions-including wealth managers, asset managers, broker-dealers, and banks-to streamline regulatory processes and reduce risk.
As a Senior Pre-Sales Consultant / Senior Sales Engineer you'll play a critical role in the sales cycle by acting as a subject matter expert and product advocate. You'll lead discovery calls, deliver compelling demos, and help prospects understand how the platform can solve complex compliance and operational challenges.
Location: Austin, TX hybrid OR Remote for east-coast based candidates (ideally NYC)
Key Responsibilities
Partner with Account Executives on discovery calls, demos, and solution presentations
Translate client needs into tailored solution designs using the platform's full capabilities
Serve as a trusted advisor to prospective clients, clearly articulating the business value
Provide input on RFPs and support technical evaluations during the sales process
Stay up to date on industry regulations (SEC, FINRA, 17a-4) and platform capabilities
Ensure proposed solutions align with industry best practices, security standards, and compliance requirements
Collaborate cross-functionally with product, engineering, and customer success to ensure smooth handoffs post-sale
Qualifications
5+ years in a pre-sales, solutions consultant, or client-facing role at a Compliance, SaaS or fintech company
Strong familiarity with financial services workflows or regulatory environments
Excellent communication skills and the ability to simplify complex concepts
Comfort presenting software solutions to technical and non-technical audiences
Understanding of SaaS platforms, APIs, and cloud-based systems (hands-on experience not required)
Other Details
Preference for candidates near the company's Austin TX HQ, but remote applicants are welcome (preferrably NYC, Boston, Chicago, and other east coast hubs)
This is a client-facing, strategic role ideal for professionals who enjoy storytelling, problem-solving, and product evangelism
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