Senior Manager, Pre Sales Engineer

Job not on LinkedIn

October 26

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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

• Lead, coach, and mentor a team of Solution Consultants, fostering a culture of excellence, accountability, and continuous learning. • Define performance goals, ensure professional development plans are in place, and establish clear success metrics for each team member. • Conduct regular 1:1s and team sessions focused on discovery, demo excellence, and sales alignment. • Oversee hiring, onboarding, and training of new Solution Consultants to ensure readiness and consistency across the team. • Oversee the quality and effectiveness of all product demonstrations, workshops, and discovery engagements. • Establish best practices and reusable assets for discovery, solution design, and presentation delivery. • Partner with Sales leadership to ensure proper deal alignment and resource allocation based on complexity, size, and strategic importance. • Manage the pre-sales lifecycle, including qualification support, RFP/RFI responses, solution assessments, and competitive positioning. • Collaborate with Product Management and Engineering to provide structured client feedback that informs product strategy and roadmap priorities. • Partner with Marketing and Enablement to refine messaging, develop case studies, and ensure demo environments reflect current market narratives. • Serve as a liaison between Pre-Sales and Professional Services to ensure proposed solutions transition smoothly to delivery. • Act as an executive-level solution advisor in key client engagements and strategic pursuits. • Maintain a deep understanding of market trends, competitive offerings, and regulatory shifts affecting digital banking and account opening. • Represent the company at industry events, webinars, and thought leadership forums. • Develop and manage reporting dashboards for team utilization, coverage, win rates, and engagement quality. • Continuously assess and improve pre-sales processes to enhance scalability, consistency, and effectiveness. • Partner with Sales Operations and the CRO organization to forecast resourcing needs and measure pre-sales impact on revenue.

🎯 Requirements

• Bachelor’s degree in Computer Science, Information Technology, Business, or a related field. • 3-7 years of experience in a Solution Consulting, Pre-Sales, or Business Analyst role within the digital banking or fintech industry. • Strong understanding of digital banking platforms, core banking systems, APIs, and fintech integrations. • Excellent presentation and communication skills, with the ability to translate technical concepts into business value. • Experience with cloud-based banking solutions, mobile banking, payments, and security best practices is a plus. • Ability to convey authority and expertise to effectively work with prospects and clients in speaking about cash management operations including ACH/wires processing, cash flow forecasting, transaction management, reconciliation, etc.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work arrangements • Professional development opportunities