Pre-Sales Consultant

🔥 31 minutes ago

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Logo of Trintech

Trintech

501 - 1000 employees

Founded 1987

☁️ SaaS

🤖 Artificial Intelligence

💳 Fintech

💰 Private equity on 2015-10

SaaS • Artificial Intelligence • Fintech

Trintech is a software company that provides an AI-driven financial close and reconciliation platform. Its suite (including Transaction Matching, Reconciliation, Journal Entry, Close Task Management, Embedded AI, and Agentic AI) automates transaction matching, account and operational reconciliations, intercompany close, journal entry management, audit & compliance, consolidation, and reporting/analytics. Trintech markets purpose-built and agentic AI that predicts, decides, and executes close-related work to reduce manual effort and risk; it integrates with major ERPs (SAP, Oracle, NetSuite, Microsoft Dynamics, Workday, etc. ) and serves mid- to large-enterprise finance teams and CFO/CAO/Controller personas. The platform emphasizes governed autonomous finance, outcomes like faster closes and stronger controls, and measurable results for global finance and accounting teams.

📋 Description

• Prepare and deliver presentations and demonstrations of all the Trintech’s Record to Report accounting solutions • Setup of standard and custom solution demonstrations • Assist sales in determining the right solution to meets the customer’s needs • Keep current on new product functionality, industry trends and accounting standards • Educate prospects and clients through webinars • Networking at corporate and marketing events with existing customers to maintain links and promote additional products and service • Serve as industry and product expert within the organization, and provide a feedback loop to Product Management

🎯 Requirements

• 3+ years of Pre-Sales or Sales Engineering experience required • Knowledge of accounting principles including financial statements, balance sheets and accounting software • Knowledge of software & hardware systems, implementation processes and project planning related to application & enterprise software implementations • Experience in FINTECH and financial roles in industry • Good knowledge in Microsoft Office • Accountancy knowledge is desired • ERP Knowledge is desired • Ability to effectively communicate in verbal & written formats • Demonstrated ability to build relationships and trust with clients • Must be able to travel as required

🏖️ Benefits

• Open paid time off • Hybrid schedule • Comprehensive healthcare and wellness programs • 100% company-paid volunteer time • 401k with a company match • Pet Insurance • Tuition/Continuing Education reimbursement program

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