Lead solution proposal activities and customer value maximization for financial institutions, understanding management and operational issues to design optimal solutions
Job Summary
Lead solution proposal activities and customer value maximization for financial institutions, understanding management and operational issues to design optimal solutions.
Collaborate closely with Account Executives to conduct customer needs analysis, solution design, demonstrations, and proposals, driving business transformation.
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 proposal activities and customer value maximization for financial institutions, understanding management and operational issues to design optimal solutions.
Skills & Requirements
Must-have
Solution proposal for financial institutions
CRM and AI agent solutions
Business and operational issue analysis
Custom demo design and execution
Proposal document creation and presentation
Nice-to-have
Business level English proficiency
Leading industry transformation
Contributing to marketing activities
Passion for bettering business and the world
Key Requirements
3+ years of experience in solution proposal for financial institutions
3+ years of experience in CRM solution proposal, project management, or IT consulting