Lead Pre-Sales Representative, Solutions Specialist
California, United States of America
Full Time
2 weeks ago
Visa Sponsor
Key skills
Customer SuccessSales
About this role
Role Overview
Collaborate with the sales and customer success teams to understand client requirements and customize technical solutions, including integration strategies and platform capabilities.
Conduct comprehensive client discovery assessments of client needs and provide tailored recommendations for product solutions.
Conduct product demonstrations and presentations to showcase the functionality and value of our fintech products.
Serve as a technical liaison between clients and internal teams, conveying feedback and contributing to product enhancement.
Support post-sales activities, including product integration and troubleshooting technical issues as needed.
Assist in the preparation of proposals and RFP responses, providing technical insights and recommendations.
Stay updated on industry trends and competitor offerings to effectively position our products in the market.
Requirements
Collaborate with the sales and customer success teams to understand client requirements and customize technical solutions, including integration strategies and platform capabilities.
Conduct comprehensive client discovery assessments of client needs and provide tailored recommendations for product solutions.
Conduct product demonstrations and presentations to showcase the functionality and value of our fintech products.
Serve as a technical liaison between clients and internal teams, conveying feedback and contributing to product enhancement.
Support post-sales activities, including product integration and troubleshooting technical issues as needed.
Assist in the preparation of proposals and RFP responses, providing technical insights and recommendations.
Stay updated on industry trends and competitor offerings to effectively position our products in the market.