Presales Manager + Technical Consultant - BFSI (4-12 yrs)
Objectives :
- Build rapport with Sales team and Product Engineering team
- Understand demonstration environment implementation to understand what functionality prospects may be asking
- Attend onsite prospect demonstrations and POC exercises to understand prospect needs
Responsibilities:
- Contribute and/or lead prospect specific inquiries/scoping projects around implementation, our Support models, technical configuration, security and/or data integration
- Perform detailed analysis of technical requirements during sales cycle
- Demonstrate implementing our software platform including roles, profiles, sharing rules, workflows and groups within a client demonstration environment
- Demonstrate creating our software platform custom objects, fields and editing page layouts within a demonstration environment
- Demonstrate creating Workflow and Approval Processes within the demonstration environment
- Create dashboards and reports to represent prospect specific
- Lead training webinars for internal staff to explain recent release functionality, demonstration environment configuration and behaviour
- Maintain training materials for new hires to help get them up to speed on the internal demonstration environment
- Collaborate with other members of pre-sales to understand the prospect's technical requirements and specific needs based on demonstrations and conversations
- Obtain and maintain our software platform certifications
Qualifications :
Required :
- 4 years full-time presales consulting experience required
- Familiar with Asia Pac banking regulations and governance
- Ability to travel 30-40% of the time
- Very strong hands-on administration and/or implementation skills
- Proficient in demonstrating administrative tasks such as creating Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Tasks and Events
- Experience designing Custom Formula Fields, Field Dependencies, Validation Rules, Workflows, and Approval Processes for automated alerts, field updates, and Email generation according to application requirements