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Pre-Sales Consultant

2 months ago

New York, United States Xceptor LLC Full time

**Pre-Sales Consultant**

at Xceptor New York **ABOUT XCEPTOR**

Xceptor delivers no-code automation software across the enterprise. We make data ingestion, data transformation, and process digitisation easy. Automation. Simply. Globally

**OUR APPROACH**

Xceptor delivers no-code data automation software across the enterprise. We make data ingestion, data transformation, and process digitisation easy. Our platform has the power to automate even the most complex processes, end-to-end, with a single platform. Proven by our customers. Validated by our partners. Powering industry utilities.

**Our Clients:**

**Our Partners:** Our ability to deliver great automation solutions is validated through our existing utility, consultancy, and technology partnerships with the likes of EY, DTCC, Cognizant, and Finastra.

**Our Platform:** Our no-code automation platform for end-to-end and complex processes enables clients to leverage the right technology at the right time to drive the right outcomes. A single, common platform delivers client solutions, packaged solutions, and industry utilities, giving everyone access to the same technology, no matter the size or scale of the challenge.

**Our Values:** Ambition is in our DNA and we embrace any opportunities ahead. Our curiosity and desire to grow drives us to learn from our customers and those around us. Our people are empowered, accountable, and deliver. We pull together, step up and focus on outcomes. The brilliance of our people makes a positive difference to our clients ambitions. We are Xceptor.

**THE ROLE**

We are looking for an experienced and driven Presales Consultant with a pro-active approach and a positive attitude to join our growing team. We are a fast-growing company, and the right person will thrive in a dynamic environment, where their role and responsibilities will likely change and expand as we continue to grow.

You will play a vital role in helping to define what comes next and will enjoy taking responsibility for identifying and solving issues, creating innovative solutions with a client centric approach. You will have a demonstrable experience of working in Presales or in a related area such as Customer Success, Professional Services, or Product with a technology vendor active in the financial services industry.

**Role dimensions:** You will provide comprehensive support to the Sales and Customer Engagement teams, in order to aid new client acquisition and ongoing account development.

The nature of our software means it can meet a very wide range of business requirements. There are endless ways to improve efficiency for our clients. A key part of this role will be to understand their extremely varied business processes and design solutions and software demonstrations to outline and evidence how we can help.

Presales Consultants are initially focused on developing their knowledge, and a deep understanding of the Xceptor software, learning how to use it in different scenarios.

**RESPONSIBILITIES**

* Supporting Sales and Customer Engagement Managers with new sales and account development.

* Developing a solid understanding of customer specific challenges through detailed requirements gathering workshops.

* Designing and configuring solution demonstrations that exceed customer expectations.

* Managing Proof of Concepts and Pilots end-to-end.

* Assisting with responding to RFIs/RFPs and other technical questions.

* Working closely with other Presales consultants to share knowledge and provide support, as necessary.

* Collaborating with the Delivery team to estimate project effort and prepare Statements of Work.

* Feeding back intelligence, customer feedback and new enhancement ideas to Product and Development.

* Assisting with new product feature testing where necessary.

**ESSENTIAL SKILLS AND EXPERIENCE**

* Highly competent in gathering client requirements, preparing, and delivering product demonstrations, managing client workshops, proof of concepts and pilots.

* A self-starter with strong interpersonal and effective communication skills.

* Ability to initiate and maintain relationships with key decision makers.

* Ability to work in a dynamic, fast-moving environment.

* Ability to work well in a team as well as independently.

* Previous Presales experience highly desirable.

* Strong knowledge of the financial services industry and processes highly desirable.

* Willingness to travel for client meetings as required.

In return we will offer exposure to global, blue-chip clients and an unparalleled experience of best practice. This is a fast-paced, dynamic, and highly collaborative environment where there are significant opportunities for growth and development.

Xceptor is an equal opportunities employer and welcomes applications from all sections of society and does not discriminate on grounds of race, religion, or belief, ethnic or national origin, disability, age, citizenship, marital, domestic, or civil partnership status, sexual orientation, or gender identity or any other basis as protected by applicable law.