Lead solution proposals for financial institutions, including major banks, securities firms, and credit card companies, by understanding management and operational challenges
Job Summary
Lead solution proposals for financial institutions, including major banks, securities firms, and credit card companies, by understanding management and operational challenges.
Collaborate closely with Account Executives to drive business transformation through customized demos and proposals utilizing CRM, AI agents, and other Salesforce products.
Contribute to marketing activities by creating industry-specific content and presenting at seminars and events, leveraging insights gained from proposal activities.
Matching Summary
Lead solution proposals for financial institutions, including major banks, securities firms, and credit card companies, by understanding management and operational challenges.
Skills & Requirements
Must-have
Financial institution solution proposal
CRM solution proposal
Demo development and customization
Business transformation proposals
Nice-to-have
Business level English proficiency
System integration knowledge
Data architecture design knowledge
Presentation and demonstration experience
Key Requirements
3+ years of experience in solution proposal activities for financial institutions
3+ years of experience in proposal, project management, or IT consulting within CRM solutions
Demo development and customization experience in CRM solutions