Senior Presales Consultant

Clari5 - A Perfios Company; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Clari5 - A Perfios Company is seeking a Senior Presales Consultant to work with prospective clients in banking/Fintech. You will deliver tailored demonstrations, articulate ROI, and support deal closures with a deep understanding of fraud prevention and AML considerations.

You will collaborate with sales, product and marketing teams to design compelling solutions, mentor junior consultants, and help shape our CustomerXPs offerings in a fast-paced fintech environment.

Qualifications

• 8-10 years of presales or solution consulting experience in banking or Fintech.
• Proven track record in supporting sales teams and closing deals.
• Strong presentation, problem-solving, and technical writing skills.
• Experience in fraud management or AML domains is a plus.

Responsibilities

• Technical Expertise: Deeply understand our solutions and stay current with the latest banking industry trends.
• Sales Support: Partner with the sales team to develop customized solutions, deliver compelling demos, and address customer queries.
• Solution Development: Design custom demonstrations and proofs of concept that showcase our products’ value.
• Client Engagement: Build strong relationships with clients, gather requirements, and provide consultation throughout the sales cycle.
• Collaboration: Work closely with product teams to enhance solutions and create technical content with marketing.
• Mentoring: Guide junior consultants, sharing best practices and conducting training sessions.

Skills

Presales experience

Presentation skills

Problem-solving

Technical writing

Client engagement

Job description

Job Summary:

As a Senior Presales Consultant, you will be a pivotal force in shaping our sales success, acting as a trusted advisor to prospective clients. Leveraging your deep expertise in banking solutions, you will strategically convey the compelling value of CustomerXPs’ products, deliver impactful and customized presentations, and play a crucial role in driving deal closures and business growth.

Key Responsibilities:

• Technical Expertise: Deeply understand our solutions and stay current with the latest banking industry trends.
• Sales Support: Partner with the sales team to develop customized solutions, deliver compelling demos, and address customer queries.
• Solution Development: Design custom demonstrations and proofs of concept that showcase our products’ value.
• Client Engagement: Build strong relationships with clients, gather requirements, and provide consultation throughout the sales cycle.
• Collaboration: Work closely with product teams to enhance solutions and create technical content with marketing.
• Mentoring: Guide junior consultants, sharing best practices and conducting training sessions.

Qualifications:

• 8-10 years of presales or solution consulting experience in banking or Fintech.
• Proven track record in supporting sales teams and closing deals.
• Strong presentation, problem-solving, and technical writing skills.
• Experience in fraud management or AML domains is a plus.

Take the lead in transforming the financial industry by driving the adoption of cutting-edge fraud prevention solutions. Join us as a Senior Presales Consultant and be a key player in shaping the future of Fintech.