2h ago

Solutions Consultant

New York City, NY USA
full-timemidwealth management

Description

You will be a key player in CapIntel's presales motion, working with the Director of GTM Strategy & Solutions and Strategic Account Executives to win enterprise deals. You'll translate complex client requirements into compelling demos and proposals that communicate CapIntel's value to leading financial institutions.

Requirements

  • 3–5 years of experience in presales or solutions consulting

Responsibilities

  • Lead and support discovery sessions to uncover technical and business requirements
  • Deliver tailored product demonstrations to audiences from technical evaluators to C-suite executives
  • Respond to RFPs and security questionnaires with high-quality content
  • Configure and maintain demo environments reflecting real-world client scenarios
  • Design solution configurations and identify integration requirements collaborating with Product and Engineering
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