EV
Evooq
2 Tage

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

Vollzeit
mit Homeoffice
Senior
Keine Angabe
Lausanne

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.

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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
Keine Angabe

Berufserfahrung

5 Jahre

Deine 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

REST APIsSQLAWSAzureGCPDockerJiraConfluenceSalesforce

Sprachen

Englisch – verhandlungssicher

Deutsch – Grundkenntnisse

Französisch – Grundkenntnisse

Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Evooq erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.

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