Pre-Sales Solution Consultant

VeriPark; United States; On-site; USD 53,000 - 167,000; Full time

Job summary

A leading global technology company seeks a Pre-Sales Solution Consultant to support enterprise software sales in the financial sector. The role involves preparing proposals, delivering demos, and offering strategic insights to clients while collaborating with sales teams. Applicants should have extensive experience and knowledge of banking systems and CRM platforms such as Microsoft Dynamics.

Benefits

Performance-based bonuses

Comprehensive benefits package

Birthday Leave

Remote work opportunities

Training and development programs

Qualifications

• 7+ years of relevant experience in pre-sales or solutions consulting.
• Industry expertise in banking and/or financial services.
• Deep functional knowledge of banking systems and digital transformation trends.

Responsibilities

• Lead RFP responses and deliver tailored demos for clients.
• Collaborate with internal teams for insights during pre-sales engagements.
• Participate in sales-to-delivery handovers, ensuring clear communication.

Skills

Communication

Project Management

Problem Solving

Presentation Skills

Education

Bachelor’s or Master’s degree in Computer Science, Software Engineering, Information Systems

Tools

Microsoft Dynamics

Salesforce

Job description

We enable financial institutions to become digital leaders.

As a global team of professionals, we work with top-tier clients on exciting, high-impact projects in an environment where we learn and grow every day. Every line of code, every voice, every contribution, every challenge, and every success is celebrated here.

We welcome candidates who share our values, bring strong skills, and are passionate about joining us on our journey to shape the digital future of finance.

About The Job:

We are looking for a seasoned Pre-Sales Solution Consultant with strong experience supporting enterprise software sales to financial institutions. In this role, you’ll lead RFP responses, deliver tailored demos, and provide strategic insights to align our CRM and digital banking solutions with client needs. Ideal candidates have 7+ years of pre-sales or solution consulting experience, deep knowledge of banking systems, and a strong grasp of CRM platforms like Microsoft Dynamics.

Location Preference:

While we encourage all qualified candidates to apply, there is a preference for those located in Central Florida / Greater Orlando.

Duties & Responsibilities:

• Prepare high-quality responses to Requests for Proposals (RFPs) and Requests for Information (RFIs).
• Collaborate with internal sales teams and channel partners to deliver business, product, and technical insights during pre-sales engagements.
• Coordinate with Product Managers, Project Managers, and Development Teams to understand product roadmaps and translate this knowledge into client-relevant messaging.
• Attend industry conferences and networking events to stay current with trends and innovations in the financial technology space.
• Customize presentations and demo content to align with client-specific business needs and objectives.
• Gather and relay market and customer feedback to Product Management and Development to inform product enhancements.
• Participate in sales-to-delivery handovers, ensuring commitments and client expectations are clearly communicated.
• Proven experience in RFP responses, demo preparation, and POC execution.
• Strong demo building and presentation skills, including creating customer-facing product documentation.
• Previous experience working with or for banks or financial institutions in a pre-sales or solutions consulting role.
• Working knowledge of project management principles is a plus.
• Experience engaging with financial services clients in the U.S. market is must.
• Deep functional knowledge of banking systems and digital transformation trends.
• Familiarity with CRM platforms (e.g., Salesforce, Microsoft Dynamics) is a strong advantage.
• Exceptional written and verbal communication skills.
• Willingness and ability to travel extensively within the U.S. and internationally as needed.

Required Experience & Qualifications

• 7+ years of relevant experience in pre-sales, solutions consulting, or related roles.
• Industry expertise in banking and/or other financial services.
• Bachelor’s or Master’s degree in Computer Science, Software Engineering, Information Systems, or related field.
• Industry certifications (e.g., PMP, CBAP, or equivalent) are a plus.

What we are offering?

• A competitive salary with performance-based bonuses: Get rewarded for your contributions and results.
• Rewards Beyond the Job: Enjoy a comprehensive benefits package, including remote work, health insurance, retirement plan. We care you!
• Birthday Leave, Because You Matter: We value your special moments! Take the day off on your birthday and treat yourself.
• Global Impact, Cutting-Edge Tech: Work with top clients and cutting-edge technologies on a global scale.
• Unleash Your Potential: Develop yourself with VeriPark Academy opportunities; webinars, and in-house training sessions.
• Diverse, Vibrant Community: Be part of a dynamic environment that values diversity and inclusivity.
• Together Culture: Enjoy remote work with in-person meetups, online events, and open knowledge sharing.

About VeriPark:

We are a global technology company with more than two decades of expertise in the Financial Services industry. Our mission is to enable financial institutions to become digital leaders by delivering world class customer journeys in digital and assisted channels. We develop omni-channel delivery, customer engagement (CRM), branch automation and loan origination solutions based on Microsoft technology (Azure, Dynamics 365, Power Platform) for banks and insurance companies worldwide.

With offices in 15 countries from Canada over Europe and the Middle East to Kuala Lumpur, our 1000+ colleagues are serving customers in more than 30 countries worldwide.

https://www.veripark.com

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Sales, and Consulting

• Industries

  Software Development

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