Presales Consultant

5 years

0 Lacs

Chennai, Tamil Nadu, India

Posted:1 day ago| Platform: Linkedin logo

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Skills Required

reporting technology integration architecture documentation support discovery regulations engagement strategy engineering finance consulting payments onboarding communication presentation powerpoint excel word visio figma crm salesforce hubspot design storytelling drive collaborative leadership

Work Mode

On-site

Job Type

Full Time

Job Description

Job Title: Pre-Sales Consultant (Banking & FinTech Solutions) Experience: 3โ€“5 years only. This is a junior profile, thus request discretion from Senior profiles while applying for this job. Location: Chennai , India Reporting To: Regional Director โ€“ Customer Success Job Summary: We are looking for a dynamic and experienced Pre-Sales Consultant with 3โ€“5 years of experience in the banking technology or FinTech domain . The ideal candidate will work closely with our regional customer success and global sales teams to craft tailored solution proposals, respond to RFPs, and deliver compelling demos and presentations that highlight the value of ITSSโ€™s digital banking and core banking solutions. Key Responsibilities: โ— Understand customer requirements and business challenges, and propose relevant ITSS solutions including core banking transformation , digital banking , and integration frameworks . โ— Collaborate with the sales, delivery, and product teams to create solution architecture and high-impact proposals. โ— Lead the preparation of RFPs/RFIs , solution documentation, SoWs, and presentations. โ— Deliver technical and functional product demos to clients and prospects, especially for Temenos-based solutions and digital banking platforms. โ— Develop tailored value propositions , use-case slides, and business case models for banking clients. โ— Support client meetings, workshops, and discovery sessions as part of the pre-sales cycle. โ— Stay informed on industry trends , banking regulations, and competitor offerings to keep our value proposition competitive. โ— Create and maintain high-quality sales collateral such as case studies, product datasheets, and pitch decks. โ— Work closely with the Regional Director โ€“ Customer Success to align client engagement strategy with business goals. Required Qualifications & Skills: โ— Bachelorโ€™s degree in Engineering, Computer Science, Finance, or a related field. MBA or equivalent post-graduate qualification preferred. โ— 3โ€“5 years of experience in Pre-Sales or Solution Consulting roles within banking, core banking, or FinTech sectors. โ— Familiarity with Temenos (T24, Infinity, TPH) or similar platforms is highly desirable. โ— Experience in crafting and presenting RFP responses , solution walkthroughs, and customer presentations. โ— Sound understanding of banking operations โ€”retail banking, payments, onboarding, and digital workflows. โ— Excellent communication, interpersonal, and presentation skills. โ— Proficiency in Microsoft Office tools (PowerPoint, Excel, Word), and optionally, tools like Visio, Figma, or Canva. โ— Exposure to CRM tools (Salesforce, HubSpot) and project documentation standards is an advantage. โ— Ability to work effectively across cross-functional and geographically distributed teams . Personal Attributes: โ— Analytical thinker with strong solution design and storytelling skills . โ— Excellent organizational skills and attention to detail, with the ability to manage multiple priorities. โ— Confidence in engaging with CXO-level stakeholders in banking and financial services. โ— Self-starter with a strong sense of ownership, initiative, and drive to deliver impact. โ— Collaborative and adaptable in dynamic, fast-paced environments. Why Join ITSS Global? โ— Be part of a globally recognized FinTech company with banking clients across 40+ countries. โ— Opportunity to work on transformational digital banking projects across emerging and developed markets. โ— A culture that fosters growth, innovation, and global exposure . โ— Direct visibility to leadership and a clear pathway to grow within Customer Success and Pre-Sales leadership Show more Show less

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