Presales Consultant Lending

Pre-Sales Specialist / Pre-Sales Consultant Lending Solutions

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Employment Type:

About the Role

Pre-Sales Consultant with strong Lending Domain & Solution Consulting expertise

end-to-end lending lifecycle

Key Responsibilities

Lending Domain Solution Consulting

• Engage with lending institutions to understand business workflows, credit policies, underwriting processes, and regulatory requirements.
• Map lending workflows (Retail Lending, SME/MSME Lending, Commercial/Corporate Lending, Consumer Loans, BNPL, Mortgage, etc.) to product capabilities.
• Provide domain-led solution advisory aligned with lending industry best practices and compliance standards.
• Conduct workshops to assess current-state vs. future-state lending transformation opportunities.

Pre-Sales & Product Fitment

• Translate customer lending requirements into tailored product demonstrations and solution proposals.
• Deliver compelling presentations detailing lending value propositions, process improvements, and ROI impact.
• Lead technical/functional discussions focusing on lending use cases, credit decisioning, data flows, scoring models, integrations, and compliance.

RFP/RFI & Due Diligence Ownership

• Analyze and respond to RFPs/RFIs from banks, NBFCs, digital lenders, and financial institutions.
• Collaborate with product, credit policy SMEs, and engineering to craft accurate and competitive responses.
• Own lending solution write-ups including functional, technical, and domain components.

Product Demonstrations

• Build customized demo scenarios and scripts around lending workflows such as:
• Digital onboarding & KYC
• Loan origination
• Credit underwriting & scoring
• Document verification
• Loan servicing & collections
• Regulatory compliance (KYC/AML, risk checks)
• Demonstrate end-to-end lending lifecycle processes using the product.

Solution Collateral Development

• Create lending-focused decks, whitepapers, POV documents, solution blueprints, and use-case write-ups.
• Support sales with business case creation, competitor differentiation, and value-based selling.

Cross-Functional Collaboration

• Work with Product Management to influence lending-specific feature enhancements and roadmap priorities.
• Partner with Engineering on integrations (LOS, LMS, CBS, KYC/AML, credit bureaus, fraud systems).
• Assist Sales with deal strategies for lending stakeholders (Chief Credit Officer, Head of Lending, Risk Head, COO, etc.).

Market & Competitive Intelligence

• Track lending trends including digital lending adoption, embedded finance, regulatory changes, credit analytics, fraud/risk models, and competitor platforms.
• Share domain insights to improve solution positioning and help shape product evolution.

Required Skills & Experience

Must-Have

• 512 years of experience in Lending Domain Solution Consulting + Pre-Sales (both required).

• Strong understanding of lending/BFSI processes:

• Retail Loans, SME/MSME Loans, Commercial Lending, Mortgage, BNPL, Credit Underwriting, KYC/AML, Risk, Collections, Compliance

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• Ability to convert lending workflows into product-led use cases and tangible business value.
• Experience delivering lending-focused demos, workshops, discovery sessions, and solution design.
• Strong track record in responding to lending-specific RFPs/RFIs.
• Excellent communication, storytelling, and value-selling capabilities.

Good-to-Have

• Experience with Lending SaaS platforms, LOS, LMS, Digital Lending Systems, or Core Banking integrations.
• Understanding of integrations with CRM, credit bureaus, KYC/AML systems, scoring engines, fraud detection tools.
• Exposure to lending markets in

  U.S. and Europe

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• Experience working with cross-functional global teams and distributed time zones.