Principal Pre-Sales Consultant

Zafin; Toronto; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

Join Zafin as a Pre Sales Consultant, where you'll be pivotal in presenting banking solutions to major clients. Leverage your expertise in banking and product management to drive innovations that help banks enhance customer value. Enjoy a hybrid work model with opportunities for growth and a diverse team culture.

Benefits

Competitive salaries

Annual bonus potential

Generous paid time off

Paid volunteering days

Wellness benefits

Professional growth opportunities

Qualifications

• 8+ years of banking experience and product management in financial services.
• 5 years of SaaS pre-sales and client interaction experience.
• Understanding bank regulatory environments and compliance challenges.

Responsibilities

• Present Zafin's solution suite and value propositions to clients.
• Document, analyze, and communicate challenges and solutions in financial services.
• Develop high-level functional specifications for client engagements.

Skills

Business acumen

Analytical thinking

Problem-solving

Presentation skills

Communication

Education

Bachelor’s or Master’s degree in a related field

Job description

The world’s top banks use Zafin’s integrated platform to drive transformative customer value. Powered by an innovative AI-powered architecture, Zafin’s platform seamlessly unifies data from across the enterprise to accelerate product and pricing innovation, automate deal management and billing, and create personalized customer offerings that drive expansion and loyalty.

Zafin empowers banks to drive sustainable growth, strengthen their market position, and define the future of banking centered around customer value.

What is the Opportunity?

Reporting to the Global Head of Pre Sales, Zafin is seeking a Pre Sales Consultant to be part of the pre-sales team, focused on developing cutting edge value propositions for some of the world’s largest banks. You will join our team in North America and be a client facing individual with strong business acumen and banking/financial industry domain knowledge. You will work as a trusted advisor to both clients and Solution Partners to solve complex business challenges.

Mode of work:Hybrid

What will you do?

• Present the Zafin solution suite, value proposition, and product vision to prospect clients
• Understand and respond to business requirements and translate and map them intoZafin’ssolutionsuite
• Document, analyze, and communicate challenges and solution options that address problems in the financial services industry
• Effectively communicate with various internal teams, externalclients,and partners to deliver functional requirements as use cases, functional flows, user interface screen flows, solution design, etc.
• Develop high level functional specifications and system design specifications for client engagements as part of the sales process
• Conduct presentations and demonstrations to prospective clients
• Own and deliver proof of concepts with support from various technical teams in Zafin
• Coordinate internal initiatives including enablement of partners as part of partner on-boarding process
• Act as an interface between internal business units and support teams

What do you need to succeed?

Must have:

• Bachelor’s orMaster’sdegree in a related field
• 8+yearsof bankingexperienceandproduct managementinthe financial services industry(retail, corporate, commercial banking, wealth management)
• 5yearsinSaaSpre-salesandexperience inconducting client meetings,preparing,and presenting solution proposals and demonstrations to clients to various stakeholders
• Deep understanding of the inner working and challenges in the areas of product management, pricing,billing,and digital enablement in financial services industry
• Highly knowledgeable and experienced in US corporate and commercial banking/Account Analysis
• Understanding of bank regulatory environments and the new regulations and compliance challenges facing banks
• Experience in gathering requirements, solution design andstoryboarding
• Strong presence, business awareness, and presentation skills are critical
• Clear and concise written and verbal communication skills
• Ability to communicate technical solutions with all levels of an organization, both internally and externally
• Team player: “can do” attitude, happy to be working on different clients at different times where needed, happy to jump on calls as required with prospects
• Self-starter and able to work flexible hours across global time zones
• Strong analytical thinking and problem-solving skills
• Able to come up with innovative solutions to meet client needs
• Creative thinker: able to present “the art of the possible”
• Is pro-active and has a strong desire to learn

Nice to have:

• Experience in core banking and digital onboarding solutions
• Product Implementation experience in banking systems

What’s in it for you

Joining our team means being part of a culture that values diversity, teamwork, and high-quality work. We offer competitive salaries, annual bonus potential, generous paid time off, paid volunteering days, wellness benefits, and robust opportunities for professional growth and career advancement. Want to learn more about what you can look forward to during your career with us? Visit our careers site and our openings:zafin.com/careers

Zafin welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Zafin is committed to protecting the privacy and security of the personal information collected from all applicants throughout the recruitment process. The methods by which Zafin contains uses, stores, handles, retains, or discloses applicant information can be accessed by reviewing Zafin’s privacy policy at https://zafin.com/privacy-notice/. By submitting a job application, you confirm that you agree to the processing of your personal data by Zafin described in the candidate privacy notice.

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