The Pre-Sales Consultant for Credit Underwriting is responsible for supporting the sales process by providing subject matter expertise in credit risk assessment and underwriting solutions. You will work closely with sales, product, and technical teams to understand client requirements, design tailored solutions, and ensure seamless integration of credit underwriting products.

Key Responsibilities:

Collaborate with sales teams during client engagements to understand requirements around credit risk, policies, and workflow automation.

Conduct product demonstrations and presentations highlighting the technical and business benefits of the credit underwriting solution.

Analyze client data and processes to provide recommendations and best practice solutions.

Prepare and deliver RFP/RFI responses and solution proposals tailored to client needs.

Liaise with product and technology teams to relay client feedback, suggest product enhancements, and ensure proposed solutions are feasible and scalable.

Support proof-of-concept (POC) or pilot implementations by configuring the solution and addressing technical queries.

Keep up-to-date with industry trends, underwriting methodologies, and regulatory requirements in credit risk.

Provide training and documentation to both internal sales teams and clients as required.
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Manager/ Senior Manager - Pre Sales