AI & Data Practice Sales Lead

Incedo Inc.; New Jersey; On-site; USD 190,000 - 240,000; Full time

Job summary

Incedo Inc. is seeking a Data & AI Solutions & Presales leader to accelerate growth in our banking practice, spanning new client acquisition and expansion with existing clients.

You will diagnose data and AI challenges, craft compelling solution narratives, and lead RFP responses and commercial proposals. You will engage senior banking executives, collaborate with delivery and architecture teams, and apply GenAI to accelerate solutioning while building a scalable library of assets for banking

Qualifications

• 15+ years of experience in consulting, SI or technology services within financial services/banking.
• Ability to translate data and AI into banking P&L, regulatory and operational implications.
• Experience leading solution narratives and proposals for complex banking opportunities.

Responsibilities

• Engage CIOs, CDOs, data leaders to diagnose data and AI challenges and shape solution narratives.
• Translate banking problems into Data & AI solution blueprints across data engineering, cloud migration, analytics, data science and data products.
• Lead discovery workshops, executive briefings, and proposals—driving from problem definition to commercial proposal.
• Collaborate with delivery and architecture teams to ensure designs are credible and deliverable.
• Apply GenAI tooling to accelerate solutioning workflows and option generation.

Skills

C-Level communication

Data & AI strategy

Solutioning

Presales leadership

Banking domain knowledge

Tools

Snowflake

Databricks

Azure Synapse

Power BI

Tableau

Job description

Function: Solutions & Presales — New Client Acquisition

Reporting To: Head of Data & AI, Banking

About Incedo: Incedo Inc. is a high-growth Digital, Data and AI Transformation Specialist firm headquartered in New Jersey. We are a long-term strategy execution partner for Fortune 500 enterprises, operating at the intersection of business and technology. We serve clients across 5 key industries - Banking & Payments, Wealth Management, Telecom, Hi-Tech and Life Sciences.

Incedo delivers ROI from AI @ Scale by leveraging the ‘Power of 3’:

1. Deep domain expertise: Deep understanding of industries with an ability to identify and solve specific business problems.
2. AI & Data: Integration of Data and AI capabilities with business priorities to deliver impact and ROI.
3. Engineering & Operations: Excellence for building digital platforms, driving modernization, integration and tech operations.

Core principles that define the DNA of Incedo are:

• Business outcome focus: Drive measurable business outcomes by developing a client-first view prioritized against quantifiable business KPI-driven programs.
• Business and technology intersection: Bring together deep domain, AI, data, and engineering capabilities.
• Build for the long-term: Enable sustained growth by building long-term client relationships with Fortune 500 companies and senior client stakeholders.
• Integrated platform and services: Provide a comprehensive offering of payables IncedoPay platform and Incedo LighthouseTM solving specific business problems.
• Cross-functional ‘one’ team: Align multidisciplinary teams including domain, design, data, engineering, and business operations to work towards a collective goal.

With a team of 4,500+ professionals, we have offices across the U.S., Mexico, Canada, and India.

ROLE SNAPSHOT

Incedo is looking for a sharp, intellectually curious Data & AI Solutioning leader to accelerate growth across our banking practice — spanning both existing client expansion and new client acquisition (NCA). This is a presales and solutions role at its core: you are the person who walks into a room with a banking client or prospect, quickly diagnoses what is broken or underserved in their data and AI landscape, and crafts a compelling, credible solution narrative that wins the engagement.

WHAT YOU WILL DO

Client Problem-Solving & Solution Development

• Engage CIOs, Chief Data Officers, LOB Data Heads, and senior technology leaders as a thought partner — rapidly diagnosing data and AI challenges and shaping solution narratives that resonate
• Translate complex banking business problems into conceptual Data & AI solution blueprints across the full spectrum: data engineering, cloud migration, analytics, data science, and data products
• Lead client discovery workshops, executive briefings, and solution presentations — driving the conversation from problem definition through to a compelling commercial proposal
• Partner with Incedo's delivery and architecture teams to pressure-test solution designs and ensure every commitment is credible and deliverable
• Apply GenAI tooling actively in your own solutioning workflow — accelerating how quickly you can develop, iterate, and present solution options

New Client Acquisition & Existing Account Expansion

• Serve as the primary solutioning resource on NCA pursuits — partnering with BD and account teams to convert prospect interest into closed engagements
• Support expansion within existing banking accounts by identifying unmet data and AI needs, crafting new service narratives, and building business cases that resonate with client stakeholders
• Contribute to pipeline development by shaping the solution angle on targeted opportunities — bringing differentiated thinking and sharp storytelling to every pursuit
• Engage prospects early in the buy cycle to shape requirements in Incedo's favor before formal RFPs are issued

RFP & Proposal Response

• Lead or co-lead the response to formal RFPs, RFIs, and RFQs from banking clients and prospects — owning the solution narrative, differentiators, and win themes
• Develop high-quality written proposals that clearly articulate Incedo's approach, methodology, team credentials, and differentiated value — tailored to the specific context of each pursuit
• Coordinate across internal stakeholders (delivery leads, SMEs, pricing) to assemble proposal responses that are both technically credible and commercially competitive
• Maintain and continuously improve a library of reusable proposal assets, solution descriptions, and client-facing case studies specific to banking Data & AI

Practice Enablement & Go-to-Market

• Contribute to developing Incedo's banking Data & AI point-of-view — including offerings, solution frameworks, and thought leadership content
• Identify and curate reusable intellectual capital: solution accelerators, client-ready frameworks, and industry-specific data product blueprints
• Represent Incedo at industry forums, conferences, and client advisory events — reinforcing our credibility as a banking Data & AI authority
• Mentor and guide junior team members on solutioning, proposal development, and client engagement best practices

WHAT WE ARE LOOKING FOR

Banking Domain Experience

• 15+ years of experience in consulting, systems integration, or technology services — with a significant portion in financial services / banking
• Deep domain expertise anchored in at least one of: Retail Banking (lending, deposits, payments, collections), Corporate & Investment Banking (capital markets, risk, treasury), or Wealth Management (advisory, portfolio management, client data)
• Demonstrated ability to speak the language of senior banking executives — connecting data and AI capabilities to P&L, regulatory, and operational imperatives

Data & AI Breadth

• Broad working knowledge across the Data & AI value chain — sufficient to lead solution conversations without being a practitioner
• Cloud data platforms: Snowflake, Databricks, Azure Fabric / Synapse, AWS/GCP equivalents
• Analytics & BI: self-service analytics, embedded analytics, Power BI / Tableau
• Data products & governance: data product thinking, data contracts, metadata management, lineage
• Fluent in current AI and GenAI trends — LLMs, RAG architectures, agentic AI, AI-assisted analytics — and their specific applicability in banking contexts
• Able to critically assess where GenAI adds genuine value vs. where it is hype, and advise clients accordingly

Commercial & Practice-Building Track Record

• Experience building a Data & AI consulting practice within a services firm — having contributed significantly to growing a practice from early-stage to scale
• Demonstrated track record of winning engagements through superior solutioning — clients chose you because your solution was the most thoughtful, not because of relationships alone
• Hands-on experience responding to RFPs and RFIs in banking or financial services technology — including ownership of solution narrative, win themes, and proposal structure
• Skilled at structuring commercial models — T&M, outcome-based, managed services — and understanding how to frame them compellingly for different buyer personas
• History of developing new service offerings, not just packaging existing ones