Beschreibung

In this role, you will engage with prospective clients to showcase the value of the Evooq platform through tailored demos and workshops. Your day-to-day responsibilities will involve collaborating with various teams to ensure client needs are met and driving the presales process to success.

Anforderungen

• •5+ years in wealth management or private banking
• •Regulatory awareness across EU/CH
• •Experience in presales, sales engineering, or consulting for enterprise software
• •Strong discovery skills
• •Comfortable working with REST APIs, data models, and SQL
• •Ability to discuss cloud deployment, containerisation, and security fundamentals
• •Outstanding communication skills
• •Confident presenting to senior management
• •High ownership and structure
• •Strong commercial mindset
• •Excellent English; German and/or French strongly preferred
• •Experience with Jira, Confluence, Salesforce is beneficial
• •Discovery and solution mapping
• •Demo design and delivery
• •Workshop facilitation
• •RFI/RFP orchestration and technical writing
• •Architecture fundamentals
• •Stakeholder management across Front Office, IT, Risk/Compliance, and Executives
• •Project scoping, estimation, and handover to delivery
• •Clear, concise written and verbal communication
• •Scale-up experience and comfort operating with ambiguity
• •Experience with Swiss/DACH private banks
• •Experience with front-office in private banks
• •Advanced risk and portfolio analytics know-how
• •Hands-on scripting and good understanding of AI tools

Aufgaben

• •Partner with Business Development to qualify opportunities
• •Shape discovery and translate stakeholder needs into solution value
• •Deliver tailored demos throughout the sales cycle
• •Own and orchestrate demo environments end-to-end
• •Run presales workshops for requirements deep-dives and fit-gap analysis
• •Conduct integration mapping and discuss security and deployment options
• •Create and maintain presales collateral, including decks and demo videos
• •Lead RFI/RFP responses and coordinate contributors
• •Craft compelling and compliant answers for submissions
• •Co-design target architectures with Solutions Architects and Product teams
• •Act as the voice of the client towards Product and Implementation
• •Package field feedback into clear problem statements
• •Track and improve presales KPIs and refine playbooks
• •Support marketing and events with high-impact demos and presentations

Tools & Technologien