Presales Manager + Technical Consultant - BFSI

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