Upvest
Financial Services
SeniorSolutionsConsultant(PreSales)(f/m/d)
“Senior Solutions Consultant (Pre-Sales) (f/m/d) at Upvest. Skills: Solutions Consulting, Pre-Sales Engineering, Financial Services, Investment Infrastructure. Own client discovery. Understand prospective clients’ business requirements”
What You'll Achieve.
Drive Upvest's revenue; Enable clients through contract; Unblock clients through contract; Ensure successful handover
Industry & Context.
Translating complex requirements
What They're Looking For.
Must Have
5 years+ experience as solution consultant, 5 years+ experience as pre-sales solution engineer, 5 years+ experience as client facing consulting role, Experience in investments or investment-related domains, Solid understanding of market, Solid understanding of investment products, Solid understanding of infrastructure, API-literate, Experience creating detailed client-facing collateral, Rigorous attention to detail
Nice to Have
Business fluent (C1) in German, Business fluent (C1) in Spanish, Business fluent (C1) in French, Business fluent (C1) in Italian, Client-first mindset, Pragmatic approach to solving problems, Self-motivated, Thrives in autonomous environments, Excellent organisational skills
What You'll Do.
Understand prospective clients’ business requirements
Understand prospective clients’ technical requirements
Present customized demonstrations
Lead customized demonstrations
Articulate Upvest's value
Conduct solution workshops
Deliver compelling solutions workshops
Deliver product deep-dives
Own creation of solution deep-dives
Own creation of proposals
Own creation of architecture diagrams
Develop scalable processes
Contribute to strategy
Streamline sales cycle
Facilitate client onboarding
Capture client feedback
Articulate client feedback
Articulate feature enhancements
Articulate priorities
Ensure solution compliance
How You'll Work.
Team & Collaboration
Partner with sales team; Cross-functional collaboration; Collaboration across sales; Collaboration across product; Collaboration across engineering; Collaboration across operations; Collaboration across banking
Communication Scope
Verbal communication; Written communication; Presentation skills; Engaging business stakeholders; Engaging technical stakeholders
Applying for this Senior Solutions Consultant (Pre-Sales) (f/m/d) role?
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