Core Banking Presales Consultant

BrazilRemoteFull-timemid

SalesAccount Executive

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Quick Summary

Requirements Summary

Engage with prospects to understand their business needs, technology landscape, and drivers for change, then recommend solutions that address their specific requirements.

Technical Tools

SalesAccount Executive

As a Core Banking Presales Consultant, you will play a key role in connecting banking technology with the real-world needs of financial institutions across Latin America. You will act as a trusted functional advisor to prospective and existing clients, helping them understand how modern core banking solutions can address their business challenges. Working closely with sales and technical teams, you will lead solution consultations, deliver compelling product demonstrations, and contribute to winning new business opportunities. You will translate complex banking requirements into practical solution designs while building strong relationships with stakeholders at all levels. This client-facing role offers the opportunity to influence digital banking transformation in a dynamic, international environment.

Solution Consulting: Engage with prospects to understand their business needs, technology landscape, and drivers for change, then recommend solutions that address their specific requirements.
Presales Strategy: Collaborate with sales teams to position banking technology solutions, communicate key differentiators, and support the development of qualified business opportunities.
Product Demonstrations: Deliver engaging presentations and demonstrations showcasing product functionality, architecture, technical capabilities, and business value.
Solution Design: Develop solution blueprints and recommend system configurations that support clients’ operational and strategic objectives.
Proof of Concepts and Workshops: Design and configure screens, inquiries, reports, and workflows, and prepare, document, and maintain scripts for workshops and proof-of-concept activities.
Client and Partner Support: Respond accurately to technical and functional inquiries from clients, prospects, distributors, and partners, including requests for information and proposals (RFI/RFPs).
Cross-Functional Collaboration: Coordinate with internal teams, including product and solution specialists, to provide consistent guidance and address customer requirements.
Client Relationship Management: Build trusted relationships with stakeholders ranging from C-level executives to operational teams, supporting them throughout the presales journey.
Retail Banking Expertise: Apply a strong understanding of retail banking products, processes, and transaction flows to demonstrate relevant and effective solutions.
Customer Engagement and Travel: Participate in customer meetings, industry events, and other activities as needed, with frequent travel expected.

Requirements

~1 min read

Industry Experience: Previous experience in retail banking, either within a financial institution or with a core banking technology provider.
Banking Knowledge: Familiarity with retail banking products, product lifecycles, transaction processing, and the accounting treatment of banking transactions.
Presales or Client-Facing Experience: Experience in a customer-facing role, ideally involving solution consulting, technical presentations, product demonstrations, or presales activities.
Technical Understanding: Familiarity with SaaS delivery models, cloud technologies, and banking technology architectures.
Requirements Analysis: Ability to look beyond technical systems to understand underlying business needs and translate them into appropriate solutions.
Communication Skills: Excellent written and verbal communication skills in both Spanish and English, with the ability to explain complex concepts clearly to diverse audiences.
Presentation and Relationship-Building: Strong presentation skills and the confidence to engage effectively with senior executives, business stakeholders, technical teams, and external partners.
Problem-Solving: A consultative mindset with the ability to assess customer challenges and recommend practical, value-driven solutions.
Personal Attributes: Proactive, self-motivated, collaborative, and comfortable working in a fast-paced, commercially focused environment.
Travel Flexibility: Availability to travel frequently to support client engagements and business activities.

What We Offer

~2 min read

✓Flexible Work Location: Remote work opportunities in Brazil, with an international and regionally connected working environment.

✓Maternity Support: A gradual return-to-work arrangement following maternity leave, with a reduced schedule during the first two months.

✓Civil Partnership Leave: One week of paid leave for marriage or civil partnership, including same-sex partnerships.

✓Family Care Leave: Four weeks of paid leave to support family care needs.

✓Recharge Days: Four additional days per year to rest, recharge, and support personal well-being.

✓Learning and Development: Two weeks of paid study leave each year for education or personal development.

✓International Exposure: Opportunities to work with clients, partners, and colleagues across Latin America and the broader banking technology ecosystem.

✓Professional Growth: The chance to deepen expertise in core banking solutions, cloud technologies, solution consulting, and digital transformation.