Role Overview:

- The Presales Consultant will serve as the technical and functional bridge between Sales, Product, and Prospective Customers.

- This role is responsible for understanding complex payment ecosystems, translating business requirements into solution architecture, and demonstrating how Optimus delivers measurable financial and operational impact.

- The ideal candidate understands payment lifecycles (authorisation - settlement - funding - chargebacks), reconciliation logic, fee structures, and enterprise SaaS platforms.

Key Responsibilities

1. Solution Discovery & Qualification

- Lead technical discovery workshops with the CFO, Head of Payments, Finance, and Operations stakeholders

- Understand payment flows across gateways, processors, schemes, and banks

- Map client reconciliation challenges and fee pain points

- Define solution scope aligned to RFP requirements

2. Solution Architecture & Proposal Support

- Design high-level solution architecture (data ingestion, reconciliation logic, dashboards, security model)

- Translate client requirements into Optimus configuration approach

- Support RFP/RFI responses (technical sections)

- Work closely with Product and Engineering to validate feasibility

3. Product Demonstrations & Workshops

- Deliver tailored demos aligned to client use cases (reconciliation, fees, optimisation)

- Conduct data walkthroughs using sample client files

- Run proof-of-value (POV) sessions

- Explain architecture, data segregation, PCI posture, and scalability, Security

4. Commercial & Competitive Positioning Support

- Support transaction-volume-based pricing discussions

- Explain pricing logic

- Articulate differentiation (PCI compliance, data controls, lifecycle reconciliation depth)

5. Internal Collaboration

- Coordinate with Sales, Product, Customer Success, and Delivery teams

- Ensure smooth handover post-sale

- Document client-specific configurations and assumptions

Required Skills & Experience:

Domain Expertise:

- 8+ years in Payments, Fintech, or SaaS Presales

Strong understanding of:

- Card payment lifecycle

- Chargebacks

- Interchange & scheme fees

- Settlement & funding reconciliation

- Multi-processor environments

- GL

Business Acumen:

- Ability to engage CFO / Finance stakeholders

- Comfortable discussing margin impact, fee leakage, approval lift

- Experience with enterprise RFP cycles

Preferred Qualifications:

- Experience with reconciliation platforms

- Exposure to PCI DSS environment

- Experience with multi-entity, multi-currency payment ecosystems

- Strong presentation and storytelling skills