Address
Form of workPresales Consultant
Department: Sales
Employment Type: Full Time
Location: New York
Compensation: $150,000 - $180,000 / year
Description
Encompass enables firms to deliver revenue faster, drive operational efficiency and demonstrate consistent compliance with dynamic KYC process automation. Our award-winning platform, unrivaled data connections and industry expertise help clients to create and maintain real-time digital risk profiles of everyone they do business with. Our customers include leading global banks and financial institutions, including Wolfsberg Group members.
With offices in Amsterdam, Belgrade, Glasgow, London, New York, Singapore, and Sydney, we are an SME with an international footprint. We are fortunate to have some of the industry's leading professionals amongst us and a group of bright and committed teammates.
This role is based in our New York office, reports directly to the Head of Sales, North-America and will be supported closely by the Global Head of Presales. The Pre-Sales Consultant will work alongside our Global Presales team and closely collaborate with Product and Delivery teams to help progress deals through the stages of our sales processes, partnering with prospects to prove value and ensure our best in class platform is successfully sold.
Key Responsibilities
This role is based in our New York office, reports directly to the Head of Sales, North-America and will be supported closely by the Global Head of Presales. The Pre-Sales Consultant will work alongside our Global Presales team and closely collaborate with Product and Delivery teams to help progress deals through the stages of our sales processes, partnering with prospects to prove value and ensure our best in class platform is successfully sold.
Day to day activities include
• Preparing for and delivering tailored demos to prospects, clients and partners
• Running POV exercises end-to-end including process mapping and validation, baseline results, side by side comparisons and preparing final results, data, visuals to support the clients' business case
• Capturing and feeding back to product local requirements for consideration as part of the overall product roadmap and North America proposition
• Answering technical, functional, compliance, security and architecture questions about product for internal colleagues and customers
• Coordinating vendor assessment processes including security reviews to help compile answers promptly and liaise with technical colleagues where more in depth responses are required.
• Capturing, reflecting and documenting program scope during pre-sales engagement and effectively handling transition to post-sales
• Gathering competitor intelligence
• Completing RFIs/RFPs and helping prepare proposals and other supporting materials in the sales process.
Skills, Knowledge and Expertise
You will be an experienced Pre-Sales Consultant/Sales Engineer/Solutions Consultant or come from background of KYC/Customer Due Diligence and have an interest in working with a global leader in this field. A dynamic professional who works well individually and as part of a cross-departmental team environment, and enjoys fast pace, variety, problem solving and intensity of working for a scaling high-growth tech company, with a confident and authoritative influence founded in domain and technical knowledge. You will be comfortable in the role of a product expert for our platform including API, with the ability to deeply understand client challenges, enjoy delivering demonstrations and love wowing prospects!
Cultural add is as equally as important to us a technical skills and knowledge, our teams are full of people who are:
Communicators: The ability to communicate effectively with team members is crucial in any role. You must be able to articulate ideas clearly and actively listen to others to ensure that everyone is on the same page.
Collaborators: Working together as a team is essential to achieving success. You should be able to work effectively with others, be open to feedback, and share your ideas and expertise to drive results.
Adaptable: We work in a fast-paced environment, and things can change quickly. You must be able to adapt to changing circumstances and be flexible in your approach to work.
Problem-solvers: Our customers rely on us to provide solutions to their problems. You must be able to identify problems, develop creative solutions, and implement them effectively.
Time Managers: Managing your time effectively is key to achieving your goals and meeting deadlines. You should be able to prioritize tasks, manage your workload, and work efficiently to ensure that projects are completed on time.
We offer a rewarding and challenging place to work, a transparent and collaborative culture and a well rounded benefits package. Below are some of what we currently offer:
Department: Sales
Employment Type: Full Time
Location: New York
Compensation: $150,000 - $180,000 / year
Description
Encompass enables firms to deliver revenue faster, drive operational efficiency and demonstrate consistent compliance with dynamic KYC process automation. Our award-winning platform, unrivaled data connections and industry expertise help clients to create and maintain real-time digital risk profiles of everyone they do business with. Our customers include leading global banks and financial institutions, including Wolfsberg Group members.
With offices in Amsterdam, Belgrade, Glasgow, London, New York, Singapore, and Sydney, we are an SME with an international footprint. We are fortunate to have some of the industry's leading professionals amongst us and a group of bright and committed teammates.
This role is based in our New York office, reports directly to the Head of Sales, North-America and will be supported closely by the Global Head of Presales. The Pre-Sales Consultant will work alongside our Global Presales team and closely collaborate with Product and Delivery teams to help progress deals through the stages of our sales processes, partnering with prospects to prove value and ensure our best in class platform is successfully sold.
Key Responsibilities
This role is based in our New York office, reports directly to the Head of Sales, North-America and will be supported closely by the Global Head of Presales. The Pre-Sales Consultant will work alongside our Global Presales team and closely collaborate with Product and Delivery teams to help progress deals through the stages of our sales processes, partnering with prospects to prove value and ensure our best in class platform is successfully sold.
Day to day activities include
• Preparing for and delivering tailored demos to prospects, clients and partners
• Running POV exercises end-to-end including process mapping and validation, baseline results, side by side comparisons and preparing final results, data, visuals to support the clients' business case
• Capturing and feeding back to product local requirements for consideration as part of the overall product roadmap and North America proposition
• Answering technical, functional, compliance, security and architecture questions about product for internal colleagues and customers
• Coordinating vendor assessment processes including security reviews to help compile answers promptly and liaise with technical colleagues where more in depth responses are required.
• Capturing, reflecting and documenting program scope during pre-sales engagement and effectively handling transition to post-sales
• Gathering competitor intelligence
• Completing RFIs/RFPs and helping prepare proposals and other supporting materials in the sales process.
Skills, Knowledge and Expertise
You will be an experienced Pre-Sales Consultant/Sales Engineer/Solutions Consultant or come from background of KYC/Customer Due Diligence and have an interest in working with a global leader in this field. A dynamic professional who works well individually and as part of a cross-departmental team environment, and enjoys fast pace, variety, problem solving and intensity of working for a scaling high-growth tech company, with a confident and authoritative influence founded in domain and technical knowledge. You will be comfortable in the role of a product expert for our platform including API, with the ability to deeply understand client challenges, enjoy delivering demonstrations and love wowing prospects!
- Proven experience pre-sales for SaaS software solutions via UI and API
- Experience delivering software for KYC, AML, CDD, Client Onboarding
or worked in a regulatory environment - Subject matter expertise in; Financial Services, Financial Technology, SaaS platforms, including API
Integrations - Technical qualifications or equivalent experience in
engineering, computer science or related role. - Strong client facing experience with an ability to manage and challenge internal and external stakeholders (business and technical)
- Capable of anticipating issues early and building strategies to mitigate or prevent
- Demonstrated involvement with successful implementation of new technologies in financial service organisations
Cultural add is as equally as important to us a technical skills and knowledge, our teams are full of people who are:
Communicators: The ability to communicate effectively with team members is crucial in any role. You must be able to articulate ideas clearly and actively listen to others to ensure that everyone is on the same page.
Collaborators: Working together as a team is essential to achieving success. You should be able to work effectively with others, be open to feedback, and share your ideas and expertise to drive results.
Adaptable: We work in a fast-paced environment, and things can change quickly. You must be able to adapt to changing circumstances and be flexible in your approach to work.
Problem-solvers: Our customers rely on us to provide solutions to their problems. You must be able to identify problems, develop creative solutions, and implement them effectively.
Time Managers: Managing your time effectively is key to achieving your goals and meeting deadlines. You should be able to prioritize tasks, manage your workload, and work efficiently to ensure that projects are completed on time.
We offer a rewarding and challenging place to work, a transparent and collaborative culture and a well rounded benefits package. Below are some of what we currently offer:
- Participation in our industry leading share options scheme
- Competitive OTE on top of base
- Healthcare
- 401K
- Flexible-first working policy
- L&D budget for all members of staff
- Enhanced annual, personal and parental leave schemes
- Paid volunteering leave programme
- Employer recognition and employee assistance programmes
