Senior Pre-sales consultant (Treasury Operations)

Posted:
7/9/2024, 5:00:00 PM

Location(s):
Florida, United States ⋅ Jacksonville, Florida, United States

Experience Level(s):
Senior

Field(s):
Consulting

Workplace Type:
On-site

At FIS we are looking for an experienced and motivated Business Solution Consultant (Pre-Sales) who can successfully design and deliver key messages about the FIS Capital Market and Collateral solution set via presentation and product demonstrations. Our business model has the salesperson making initial contact and managing the relationship plus sales activities with the client.  The Pre-Sales consultant is responsible for demonstrating FIS Treasury or payments solutions to the client.  This includes a full functional knowledge of the software and how the various calculations are run within the software.  In client presentations, this person would be demonstrating functional use of Front Arena, explaining the methodologies behind that and working with the sales person to engage the client, understand the problems with their current workflow and suggest how FIS’s systems can successfully meet their needs.  This is an individual contributor role, reporting direct to the Head of Pre-Sales of solutions APAC.

What you will be doing

  • Plays an integral role in the sales process utilizing knowledge of FIS solution(s), financial product, and financial markets to assist sales executives in addressing client/prospect requirements.

  • Develops appropriate product solutions to meet client/prospect business requirements.

  •  Drives solution assurance process on behalf of sales executives to obtain client/prospect requirements, identifies and prioritizes functionality gaps with sales representatives and clients/prospects, initiates request-source process to obtain estimates to address functionality gaps or define appropriate workarounds and gathers all necessary information for internal suppliers to commit to performing the conversion

  •  Drives commitment process on behalf of sales executives to obtain internal commitment to perform work defined in solution assurance documents.

  • Maintains detailed notes in enterprise contact management system to assist in bringing sales opportunities to closure.

  • Provides input to appropriate sections of requests for proposal (RFPs) and requests for information (RFI).

  • Conducts workshops for requirements scoping or proof-of-concept

  • Sets up and delivers product presentations/demonstrations to clients/prospects either in person or via web-based tools.

  • Creates and maintains product presentations.

  •  Participates in business requirements review with clients/prospects.

  • Participates in product release process.

  •  Provides feedback on client/prospect requirements to FIS product managers on regularly scheduled basis.

What you Bring

  • At least 7 years of experience working in a capital market business or technology area

  • Understanding of capital market products, collateral processing and post-trade operations across the financial services industry

  •  In-depth knowledge of post trade operations (Confirmation, Settlement, Accounting) and collateral processing (trading book)

  • Understanding of the entire sales cycle, from market research through contract signing

  • Analytical and consultative approach to client engagements

  • Equally comfortable working independently or as part of a team

  • Ability to organise, prioritise, and multi-task

  • Excellent written and verbal communication skills

  • Outstanding presentation abilities

Desirable:

  •  Experience of working with SQL Databases

  •  Prior experience working within a software company as a Pre-Sales in capital market and payment space

  • Supported Asia Pacific and Middle East Africa sales organization

  •  Perform discovery calls and meetings

  •  Perform sales presentations and deliver solution demonstrations

  •  Build customized demonstrations and POC as an aid to the sales process

  • Provide coverage at annual trade shows and customer events

  •  Provide project handover to Professional Services where relevant

To provide business and technical expertise in the Pre-Sales process

  •  Identify and qualify customers’ business and functional requirements in order to obtain initial project estimates

  •  Identify solution gaps after gathering customers’ requirements and communicate back to Product team

  • Respond to RFI’s / RFP / customer queries in a timely and professional manner

  • Clearly articulate the benefits and value proposition of the FIS solution set

  • Build customer relationships by providing business and solution expertise

  • To become an integrated part of the global Pre-Sales organization

  • Align with and support the other regional Pre-Sales teams

  •  Help build and maintain global Pre-Sales processes, supporting documentation and collateral

  • Develop new business opportunities across FIS Segments

  • Interface with the Product Management, PS, Support and Development organizations

To become a market expert

  • Be aware of industry trends, drivers and regulatory initiatives

  • Understand the competitive offerings and their differentiators in the market

  • Read trade and industry journals to keep abreast of industry thoughts and initiatives

  • Work with Marketing, Product Strategy and other FIS Segments to identify and research new market verticals and opportunities 

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Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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Fidelity National Information Services

Website: https://fisglobal.com/

Headquarter Location: Jacksonville, Florida, United States

Employee Count: 10001+

Year Founded: 1968

IPO Status: Public

Last Funding Type: Post-IPO Debt

Industries: Banking ⋅ Financial Services ⋅ Information Technology ⋅ Payments