Senior Presales Solution Consultant, CRM Workflows - Financial Services

ServiceNow; Staines-upon-Thames; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading cloud solutions firm in the United Kingdom seeks a Senior Presales Solution Consultant to support the sales efforts in the Financial Services vertical. The ideal candidate will have over 8 years of pre-sales solution consulting experience and expertise in the ServiceNow platform. Responsibilities include leading workshops, configuring product demos, and developing sales strategies. Strong communication skills and a proficiency with AI in work processes are essential. This role requires a high degree of passion, energy, and a willingness to travel.

Qualifications

• Experience leveraging AI in decision-making and workflows.
• 8+ years in pre-sales or sales engineering in relevant industries.
• Proven track record with complex customer deals in FSI.

Responsibilities

• Support solution sales as a technical expert.
• Develop sales campaigns focused on CRM.
• Lead discovery workshops to identify customer challenges.

Skills

Experience with AI integration

Pre-sales solution consulting

Customer Experience

Pitch perfect communication

Relationship building

Creative problem-solving

Tools

ServiceNow platform

Cloud software solutions

Job description

Overview

The Senior Presales Solution Consultant is a technical consultant with the advanced ability to develop, position and deliver product-specific solutions during sales cycles while achieving quarterly and annual sales objectives for an assigned territory. As Senior Presales Solution Consultant for our CRM business unit, you will be responsible for supporting the sales effort in the Financial Services vertical, including product customer requirements gathering, demonstrations, product configuration for proof of concepts, and participation in marketing events. Good customer service skills, the ability to learn quickly; along with the ability to translate technical capabilities into benefits is crucial. You will be the product expert that conveys value to address customers\' business issues.

Responsibilities

• Support solution sales as a technical and domain expert of a client-facing sales team
• Help develop and contribute to sales campaigns focused on CRM in the Financial Services market
• Contribute and maintain a showcase of CRM solutions created on the ServiceNow platform
• Lead discovery workshops to determine customers\' business challenges and deliver product demonstrations to align our solution with customer needs
• Handle product feature and technical questions from customers, channel partners and ServiceNow colleagues
• Configure demonstration environments to address customer requirements and business issues
• Deliver product demonstrations to customers and products, in person, and through WebEx
• Provide feedback to product management about product enhancements that can address customer needs and drive additional business value
• Share best practices and known solutions with other Solution Consultants to enhance the quality and efficiency of the other team members
• Stay current on competitive analyses and understanding differentiators between ServiceNow and its competitors
• Communicate with both business and technical decision makers
• Responding to Request for Information/Proposal documents
• Supporting Marketing events - user conferences, trade shows, analyst demonstrations, webinars etc…
• Act as the ServiceNow subject matter expert at executive briefings / marketing events

Qualifications

• Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI\'s potential impact on the function or industry.
• 8+ years of pre-sales solution consulting or sales engineering experience in Customer Experience, Customer Service Management, CRM, or Customer Engagement industry
• Experience working on complex deals with customers in the FSI vertical
• Proficiency with the ServiceNow platform or technical expertise with cloud software solutions
• Pitch perfect communication, writing and presenting skills
• Demonstrated relationship building skills, with proven success at developing and nurturing relationships up to and including C-level
• Experience speaking with both business decision makers, and technical decision makers, with the ability to effectively communicate ServiceNow value proposition and key differentiators to prospects
• Experience working collaboratively across a complex sales eco-system, with account teams, sales leadership, commercial, product management, product marketing, partners, and professional services
• Demonstrated territory management skills, including pipeline building and working closely with Sales counterpart to drive execution excellence
• Creative problem-solving skills with a growth mindset and desire to work in a fast-paced, high growth organization
• Organized and detail-oriented
• A high degree of passion, energy and drive
• Willingness to travel as necessary