Online Sales Representative

We enable financial institutions to become digital leaders.
As a global team of professionals, we work with top-tier clients on exciting, high-impact projects in an environment where we learn and grow every day. We welcome candidates who share our values, bring strong skills, and are passionate about joining us on our journey to shape the digital future of finance.

We are looking for a seasoned PreSales Solution Consultant with strong experience supporting enterprise software sales to financial institutions. In this role, you’ll lead RFP responses, deliver tailored demos, and provide strategic insights to align our CRM and digital banking solutions with client needs. Ideal candidates have 7+ years of pre-sales or solution consulting experience, deep knowledge of banking systems, and a strong grasp of CRM platforms like Microsoft Dynamics.

Develop and maintain in-depth knowledge of the organization's CRM, Digital and lending products, including features, benefits, and competitive advantages.
Stay abreast of industry trends, regulatory changes, and emerging technologies related to lending products.
~ Pre-sales Strategy:

Collaborate with the sales and marketing teams to develop effective pre-sales strategies that align with business goals and objectives.
Collaboration with Sales:

Work closely with the sales team to understand customer pain points and contribute to the development of customized proposals and quotations.
Relationship Building:

Work closely with the sales team to understand right price point.
Negotiate with internal stakeholders to arrive at right cost of delivery and final customer price point.
Ensure approval is sought from Commercial Excellence team on all the deals.
~ Work closely with the sales team on client contract negotiations
Work Closely with internal / external legal team on closing contract document.
~ Training and Support:

Provide training and support to the sales team to enhance their understanding of lending products and improve their ability to communicate product value to clients.
~ Market Intelligence:

Monitor market trends, competitor activities, and customer feedback to provide insights for product enhancement and development.

Strong demo building and presentation skills, including creating customer-facing product documentation.
Previous experience working with or for banks or financial institutions in a pre-sales or solutions consulting role.
Working knowledge of project management principles is a plus.
Experience engaging with financial services clients in the Canadian market is a must; experience in the Australian market is considered an asset.
Deep functional knowledge of banking systems and digital transformation trends.
Familiarity with CRM platforms (e.g., Salesforce, Microsoft Dynamics) is a strong advantage.
Willingness and ability to travel extensively within Canada and internationally, as required.

Bachelor's degree in business, finance, or a related field.
Proven experience of over 5 years in pre-sales, product management, or a similar role within the lending or financial technology industry.
Strong understanding of lending products, financial markets, and regulatory requirements.
Analytical mindset with the ability to understand complex customer requirements.

Rewards Beyond the Job: Enjoy a comprehensive benefits package, including remote work, health insurance, retirement plan. webinars, and in-house training sessions.
Diverse, Vibrant Community: Be part of a dynamic environment that values diversity and inclusivity.
Enjoy remote work with in-person meetups, online events, and open knowledge sharing.

We are a global technology company with more than two decades of expertise in the Financial Services industry. Our mission is to enable financial institutions to become digital leaders by delivering world class customer journeys in digital and assisted channels. We develop omni-channel delivery, customer engagement (CRM), branch automation and loan origination solutions based on Microsoft technology (Azure, Dynamics 365, Power Platform) for banks and insurance companies worldwide.
With offices in 15 countries from Canada over Europe and the Middle East to Kuala Lumpur, our 1000+ colleagues are serving customers in more than 30 countries worldwide.