
51 - 200 employees
Founded 2022
π€ Artificial Intelligence
π³ Fintech
π€ B2B
Artificial Intelligence β’ Fintech β’ B2B
Insait is a vendor of a GenAI-based Digital Agent designed primarily for financial services. Its conversational AI platform acts as a 24/7 virtual banker that engages website visitors across channels, collects customer data, personalizes offers in real time based on business rules, drives conversions and meaningful outcomes (e. g. , appointments or account openings), and provides dashboards with chat histories and engagement analytics. The product is positioned to reduce operational costs, improve loan and product recommendation workflows, and integrate with existing user channels for banks and financial institutions.
π₯ 15 minutes ago
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51 - 200 employees
Founded 2022
π€ Artificial Intelligence
π³ Fintech
π€ B2B
Artificial Intelligence β’ Fintech β’ B2B
Insait is a vendor of a GenAI-based Digital Agent designed primarily for financial services. Its conversational AI platform acts as a 24/7 virtual banker that engages website visitors across channels, collects customer data, personalizes offers in real time based on business rules, drives conversions and meaningful outcomes (e. g. , appointments or account openings), and provides dashboards with chat histories and engagement analytics. The product is positioned to reduce operational costs, improve loan and product recommendation workflows, and integrate with existing user channels for banks and financial institutions.
β’ Lead technical product demonstrations and solution presentations to both C-level and technical stakeholders β’ Run discovery sessions and solution design workshops to map Insaitβs capabilities to customer journeys, business cases, and target outcomes β’ Own technical objection handling, security and compliance reviews, and RFP/RFI responses across enterprise deal cycles β’ Develop and maintain tailored demo environments, solution narratives, and reference architectures for ANZ financial services use cases β’ Build competitive differentiation narratives against incumbents and emerging AI players in the ANZ market β’ Partner with sales leadership to drive technical win rates, deal velocity, and forecast accuracy across complex enterprise opportunities β’ Translate customer requirements into clear scopes, integration patterns, and commercial constructs that align with Insaitβs product roadmap β’ Provide structured feedback to product and engineering on customer requirements, market trends, and competitive gaps β’ Lead technical handover to the post-sales implementation team to ensure a seamless transition from signature to go-live
β’ 7+ years of experience in sales engineering, solutions consulting, or pre-sales within enterprise B2B SaaS β’ Proven background in regulated Financial Services (banking, insurance, lending, payments, or fintech) is required β’ Strong technical fluency with conversational AI, LLM-based agents, and prompt engineering in an enterprise context β’ Hands-on understanding of REST APIs, webhooks, and enterprise integration patterns (identity, event-driven architectures, secure data exchange) β’ Proven ability to run enterprise sales cycles and influence both technical and business buyers from analyst to C-level β’ Strong commercial instincts, with experience shaping deals, scoping commercial constructs, and driving technical close β’ Excellent presentation, storytelling, and written communication skills β’ Deep knowledge of the ANZ financial services market, regulatory environment, and buyer landscape preferred β’ Experience operating in high-growth, early-stage, or zero-to-one environments β’ Executive presence and comfort engaging senior stakeholders up to C-level β’ Based in Sydney, with willingness to travel across Australia and New Zealand as needed
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