New Job?Nejo!

The AI Job Search Engine

EV
Evooq
last mo.

Senior Pre-Sales Consultant (WealthTech)(m/w/x)

Lausanne
Full-timeWith Home OfficeSenior

Description

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.

Let AI find the perfect jobs for you!

Upload your CV and Nejo AI will find matching job offers for you.

Requirements

  • •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

Work Experience

5 years

Tasks

  • •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 & Technologies

REST APIsSQLAWSAzureGCPDockerJiraConfluenceSalesforce

Languages

English – Business Fluent

German – Basic

French – Basic

Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Evooq and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Not a perfect match?
55 Similar Jobs in Lausanne
  • Evooq

    Junior Application & Integration Specialist(m/w/x)

    Full-timeWith HomeofficeJunior
    Lausanne
  • HR Campus AG

    Senior Payroll Consultant - Projektleitung & Kundenberatung (SwissSalary 365)(m/w/x)

    Full-timeWith HomeofficeSenior
    Lausanne, Dübendorf
  • oraise Schweiz AG

    IT-Consultant Infrastruktur & Cloud(m/w/x)

    Full-timeWith HomeofficeExperienced
    Schindellegi, Lausanne, Basel
  • Capgemini

    ServiceNow Solution Architect(m/w/x)

    Full-timeWith HomeofficeSenior
    Genf, Lausanne
  • Coface

    Mid-Market Account Manager(m/w/x)

    Full-timeWith HomeofficeExperienced
    Lausanne
55+ View all similar jobs
Apply now