Overview
In this role you drive the technical execution of sales, blending pre-sales and post-sales support to solve client challenges. You will lead discovery sessions, create tailored presentations and live demos, and run PoCs to prove value. You’ll collaborate with Sales, CS, and Enterprise Services to shape opportunities, maintain demo environments, and escalate technical questions. You’ll share insights with Product Management to influence roadmaps and lead client-facing technical workshops. This is a hands-on, cross-functional role with impact on customer outcomes and product evolution.
Responsibilities
- Lead technical aspects of sales and post-sales support
- Conduct discovery sessions to understand needs
- Deliver tailored presentations and demos mapping solutions to client challenges
- Develop and execute Proof of Concepts (PoCs)
- Maintain and support demo environments
- Serve as technical expert during product demonstrations
- Answer technical questions and respond to RFPs and security questionnaires
- Escalate technical service issues and coordinate resolutions
- Document technical considerations and contribute to internal knowledge bases
- Collaborate with Product Managers to provide feedback on offerings and roadmap
- Lead client-facing technical workshops and discovery sessions
- Contribute to technical account strategy with Business Development teams
Key requirements
- 3+ years in technical and/or sales customer service
- Undergraduate degree in IT or related disciplines
- Experience in financial or regulatory technology preferred
- Outstanding public speaking and executive-level relationship-building
- Excellent communication and organizational skills
- Experience using Salesforce or other CRM systems desired
- public speaking
- relationship-building with executives
- clear communication
- Salesforce or CRM systems
- Proof of Concepts (PoCs)
- technical demonstrations
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