Presales Manager + Technical Consultant

Job Description

Objectives : - Build rapport with Sales team and Product Engineering team - Understand demonstration environment implementation to understand what functionality prospects may be asking - Attend onsite prospect demonstrations and POC exercises to understand prospect needs Responsibilities: - Contribute and/or lead prospect specific inquiries/scoping projects around implementation, our Support models, technical configuration, security and/or data integration - Perform detailed analysis of technical requirements during sales cycle - Demonstrate implementing our software platform including roles, profiles, sharing rules, workflows and groups within a client demonstration environment - Demonstrate creating our software platform custom objects, fields and editing page layouts within a demonstration environment - Demonstrate creating Workflow and Approval Processes within the demonstration environment - Create dashboards and reports to represent prospect specific - Lead training webinars for internal staff to explain recent release functionality, demonstration environment configuration and behaviour - Maintain training materials for new hires to help get them up to speed on the internal demonstration environment - Collaborate with other members of pre-sales to understand the prospect's technical requirements and specific needs based on demonstrations and conversations - Obtain and maintain our software platform certifications Qualifications : Required : - 4 years full-time presales consulting experience required - Familiar with Asia Pac banking regulations and governance - Ability to travel 30-40% of the time - Very strong hands-on administration and/or implementation skills - Proficient in demonstrating administrative tasks such as creating Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Tasks and Events - Experience designing Custom Formula Fields, Field Dependencies, Validation Rules, Workflows, and Approval Processes for automated alerts, field updates, and Email generation according to application requirements