Senior Pre-Sales Consultant

Job not on LinkedIn

October 26

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🌾 Nebraska – Remote

Although this job is listed in Nebraska, this company may be open to hiring remote in other states.

⏰ Full Time

🟠 Senior

🔍 Pre-sales Engineer

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Candescent

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Fintech • Banking • SaaS

Candescent is a digital-first, intelligence-driven banking platform that helps banks and credit unions modernize account opening, digital banking, branch interactions and operations. It provides cloud-native onboarding and sales tools, fraud and security management, unified data and analytics, marketing/communications, card and money management, developer tools, and a curated marketplace of partner solutions to improve engagement, compliance, and financial wellness for consumer and business customers.

1001 - 5000 employees

Founded 2024

💳 Fintech

🏦 Banking

☁️ SaaS

📋 Description

• Represent the Candescent product suite throughout the sales process by preparing and delivering effective demos and presentations to prospects and existing clients in line with their strategic goals and key business drivers. • Conduct pre-sales consultative conversations with prospects and sales executives to: Develop a technical and strategic understanding of a prospect’s business model and strategy • Determine, recommend, document best fit solutions; conduct based on prospect needs as well as Candescent’s ability to meet customer expectations. • Ensure proper setting of customer and internal expectations as appropriate in pre-sales process, through assessments, consultations, liaison work with internal subject matter experts. • Responsible for right products/solutions, generally available or customized, included in prospect proposal and CRM system to meet the prospect’s needs and Candescent’s internal capabilities. • Align with internal and external stakeholders for proposals for best fit solutions by defining, analyzing, and documenting the prospect’s business and technical requirements. • Maintain documentation of all prospect project product and configuration-related activities in the project management system to build the proposal to generate a contract. • Participate in warm handoff and post-warm handoff support for all implementing competitive conversion projects. • Answer questions about our solutions and strategy from prospects and clients throughout the sales process as well as from employees via a request system within the established service level agreement timeframe. • Become the subject matter expert (SME) for multiple solutions within the Sales Engineering team which includes staying up-to-date on new feature/functionality, strategy and internally communicating and mentoring Pre-sales, Sales and Relationship Management teams. • Create and maintain up-to-date resources for others with the organization for assigned SME solutions which may include, but not limited to: technical requirements, PowerPoint presentations, recorded sales demonstrations, KnowledgeBase articles and the interactive sales demo. • Participate in sales/retention efforts by effectively partnering across the organization to develop and execute on sales opportunities. • Convey customer and prospect feedback to the broader Solutions & Strategy team through proactive and ongoing communication. • In addition, be an advocate within the field to articulate the solution’s strategic direction and priorities to deliver an outstanding financial institution and end user experience. • Research, understand and share the competitive landscape, as well as Candescent strengths • Assist with responding to the functional and technical elements of Request for Proposals in collaboration with the Proposal Writing team as needed.

🎯 Requirements

• Bachelor’s degree or equivalent • 4+ years’ experience in Sales Engineering, Product Training, (or a similar role) • Demonstrated skills in self-driven solution-oriented approach to work at hand; proactive in problem identification and solution generation. • Proven ability to decompose complex problems into fundamental assumptions, unknowns, and actions. • Excellent and proven presentation skills for both onsite and WebEx deliveries • Superior writing and verbal communication skills • Able to work independently • Solid time management skills

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options