Pre-Sales Specialist

5 days ago


Ottawa, Canada Zafin and Fasken Martineau DuMoulin LLP Full time

What is the Opportunity?

Reporting to the Global Head of Pre Sales, Zafin is seeking a Pre Sales Specialist to be part of the pre-sales team, focused on developing cutting edge value propositions for some of the world’s largest banks. You will join our team in North America and be a client facing individual with strong business acumen and banking/financial industry domain knowledge. You will work as a trusted advisor to both clients and Solution Partners to solve complex business challenges.

Mode of work:Hybrid

What will you do?

  • Present the Zafin solution suite, value proposition, and product vision to prospect clients
  • Understand and respond to business requirements and translate and map them intoZafin’ssolutionsuite
  • Document, analyze, and communicate challenges and solution options that address problems in the financial services industry
  • Effectively communicate with various internal teams, externalclients,and partners to deliver functional requirements as use cases, functional flows, user interface screen flows, solution design, etc.
  • Develop high level functional specifications and system design specifications for client engagements as part of the sales process
  • Conduct presentations and demonstrations to prospective clients
  • Own and deliver proof of concepts with support from various technical teams in Zafin
  • Coordinate internal initiatives including enablement of partners as part of partner on-boarding process
  • Act as an interface between internal business units and support teams

What do you need to succeed?

Must have:

  • Bachelor’s orMaster’sdegree in a related field
  • 8+yearsof bankingexperienceandproduct managementinthe financial services industry(retail, corporate, commercial banking, wealth management)
  • 5yearsinSaaSpre-salesandexperience inconducting client meetings,preparing,and presenting solution proposals and demonstrations to clients to various stakeholders
  • Deep understanding of the inner working and challenges in the areas of product management, pricing,billing,and digital enablement in financial services industry
  • Highly knowledgeable and experienced in US corporate and commercial banking/Account Analysis
  • Understanding of bank regulatory environments and the new regulations and compliance challenges facing banks
  • Experience in gathering requirements, solution design andstoryboarding
  • Strong presence, business awareness, and presentation skills are critical
  • Clear and concise written and verbal communication skills
  • Ability to communicate technical solutions with all levels of an organization, both internally and externally
  • Team player: “can do” attitude, happy to be working on different clients at different times where needed, happy to jump on calls as required with prospects
  • Self-starter and able to work flexible hours across global time zones
  • Strong analytical thinking and problem-solving skills
  • Able to come up with innovative solutions to meet client needs
  • Creative thinker: able to present “the art of the possible”
  • Is pro-active and has a strong desire to learn

Nice to have:

  • Experience in core banking and digital onboarding solutions
  • Product Implementation experience in banking systems
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