🎬 The Role

Our client is seeking a Functional Pre-Sales Consultant who will play a critical role in positioning and showcasing the value of their platform across Lending, Cards, Wallets, and Digital Onboarding. This role focuses on deeply understanding customer business requirements, aligning them with the platform’s capabilities, and driving successful engagements through compelling demos, solution walkthroughs, and high-quality RFP/RFI responses. The consultant will collaborate closely with product, delivery, and sales teams to design feasible, scalable solutions that meet client needs.

👤 The Responsibilities

• Lead discovery workshops to uncover client business processes, pain points, and functional requirements across lending, cards, wallets, and onboarding journeys.
• Translate business requirements into structured, product-aligned solution designs that leverage the platform’s lending, cards, and payments modules.
• Prepare and deliver tailored product demos, presentations, and end-to-end customer walkthroughs that illustrate functional value.
• Own and develop the functional sections of RFP/RFI responses, proposals, and supporting documentation.
• Work closely with internal product, delivery, and sales teams to validate solution feasibility and ensure alignment with customer expectations.
• Support Proof-of-Concepts (PoCs), gap analysis, requirement mapping, and functional clarifications throughout the sales cycle.

🎓 The Skills & Competencies

• 4+ years of experience in functional pre-sales within fintech, lending, cards, digital onboarding, or related financial domains.
• Strong understanding of financial workflows such as LOS/LMS, wallets, KYC/KYB, and payments.
• Excellent communication, documentation, presentation, and stakeholder-management capabilities.
• Ability to translate complex business problems into structured, product-driven solution approaches.

✅ The Process

Application → HR CV Screening → Hiring Manager Review → HR Screening Interview → First Business Interview → Second Business Interview → Offer

💼 The Employer

We are partnering with a market-leading company that is building a unified infrastructure for a new era of banking and payments. Their mission is to simplify how the world builds and operates financial products. No legacy roadblocks. No fragmented systems. Just powerful, flexible tools that help institutions go live faster, and grow smarter.