Senior Advisory Presales Solution Consultant, Financial Services

Overview

In this role you will act as a senior presales advisor for the Financial Services sector, shaping technology-based solutions during sales cycles. You’ll partner with account teams to articulate business value, demonstrate the ServiceNow platform, and influence purchasing decisions through executive-level engagements. You will lead demos, develop tailored scenarios, and stay aligned with product roadmaps to support deployment. The role combines technical depth with strategic storytelling to drive revenue and client outcomes.

Responsibilities

• Develop and position technical solutions during complex sales cycles for Financial Services accounts
• Conduct executive interviews to uncover architecture and business needs
• Lead product demonstrations and tailor scripts for prospects and customers
• Collaborate with Sales and Professional Services on transitions and deployment expectations
• Contribute to product demos, POV/POC cycles, and RFI/RFP responses
• Stay current on product roadmaps and competitive differentiators to brief customers
• Support regional marketing events and executive briefings
• Provide consultative guidance on best practices and solution design

Key requirements

• 10+ years of enterprise software pre-sales or sales engineering experience
• Deep experience selling to Financial Services organizations
• Track record of selling multi-product or cross-platform software solutions
• Ability to work with Enterprise Architecture teams and understand business drivers
• Excellent communication and presentation skills for technical and non-technical audiences
• Ability to manage virtual/matrix teams and coordinate with Sales and Services
• Willingness to travel within the UK and occasionally to the US
• Fluency in English
• Experience with AI integration in work processes is desirable

• exceptional communication and presentation
• ability to engage with C-Suite
• strong collaboration and teamwork
• IT Service Management (ITSM)
• Financial Management (FM)
• Project Portfolio Management (PPM)

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