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For Companies At a Glance
- Tasks: Understand client needs and deliver tailored workshops and demos.
- Company: Join Personetics, a leader in digital banking solutions.
- Benefits: Enjoy flexible work options and a collaborative culture.
- Why this job: Be a trusted advisor and influence key stakeholders while driving innovation.
- Qualifications: 3+ years as a Sales Engineer or 5+ years in financial services tech required.
- Other info: Fluency in English and German is essential; travel up to 25% may be needed.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyses and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and achieving their goals. As true industry leaders, we partner with the world’s top financial institutions, empowering over 150 million customers each month across 35 global markets from our offices in New York, London, Singapore, São Paulo, and Tel Aviv.
About the position
As part of our growth, we are looking for a Presales Engineer. In this role, you will collaborate with customers, the Product team, and the Professional Services team to develop thoughtful and impactful solutions that enhance our prospects\’ digital experiences. You will take the lead during the qualification, business alignment, and value demonstration phases of the sales cycle.
If you thrive in a fast-paced environment filled with exciting challenges and opportunities to craft compelling solutions, then the Presales Engineering team is the place for you. This dynamic and constantly evolving role blends expertise in design, business consulting, and technology to drive innovation and customer success.
The ideal Presales Engineer has a strong passion for leveraging both technical and consultative sales skills. This includes understanding and soliciting business requirements, developing a strategic technical sales approach, configuring and effectively demonstrating solutions that meet those requirements, and clearly communicating the business value they deliver.
Responsibilities
- Gain a deep understanding of prospects’ needs through in-depth discovery on functional and technical topics.
- Collaborate with account executives, product managers, management, and other internal stakeholders on recommended solutions for prospects’ needs.
- Deliver tailored workshops and demos to showcase how Personetics can fulfill the prospect’s needs.
- Become the trusted advisor for stakeholders evaluating the Personetics platform, particularly on functional and technical topics, and effectively influence stakeholders across the prospect organization.
- Demonstrate and communicate Personetics’ unique capabilities and industry best practices through conversations, workshops, demos, RFIs, RFPs, and proof of concepts.
- Position Personetics as the preferred vendor by building strong stakeholder relationships and cultivating internal champions.
- Drive continuous improvement by sharing best practices and lessons learned with global presales peers.
- Act as the voice of the customer by regularly providing product feedback to Personetics’ product management team.
Requirements
- Minimum 3+ years as a Sales Engineer, or 5+ years in financial services technology as a Project Manager, Business Analyst, Software Developer, or Technical Consultant.
- Strong knowledge of digital banking and financial services.
- Working knowledge of AI, machine learning, and predictive analytics.
- Conversational understanding of architecture, analytics, Linux, Java, and SQL.
- Experience in managing RFIs, RFPs, and proof of concepts.
- Ability to tailor demos and workshops to specific prospect needs.
- Strong confidence and excellent presentation and customer-facing skills.
- Proven ability to influence stakeholders and build internal champions across prospect organizations.
- Demonstrated success working cross-functionally with account executives, product managers, and leadership.
- Experience contributing to or leading strategic deals, including stakeholder engagement.
- Familiarity with MEDDICC or similar sales qualification frameworks.
- Committed to sharing best practices and learning from global presales peers.
- Act as the “voice of the customer” by relaying valuable feedback to product teams.
- Proven experience in leading successful projects.
- Strong understanding of Pre-Sales activities.
- Bachelor’s degree in Computer Science, Information Technology, Information Systems, Statistics, Mathematics, Business, or a related field.
- MBA is a plus.
- Familiarity with marketing and bank technology systems is a plus.
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Presales Engineer employer: Personetics
Contact Detail:
Personetics Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Presales Engineer
✨Tip Number 1
Familiarise yourself with the Personetics platform and its unique capabilities. Understanding the product inside out will help you tailor your demos and workshops effectively, showcasing how it meets specific prospect needs.
✨Tip Number 2
Build your knowledge of digital banking and financial services. This will enable you to engage in meaningful conversations with stakeholders and position yourself as a trusted advisor during the evaluation process.
✨Tip Number 3
Practice your presentation skills and get comfortable with customer-facing interactions. Strong confidence and excellent communication are key to influencing stakeholders and building internal champions.
✨Tip Number 4
Network with professionals in the financial technology space. Engaging with others in the industry can provide insights into best practices and help you understand the challenges prospects face, making you a more effective presales engineer.
We think you need these skills to ace Presales Engineer
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Presales Engineer position. Understand the key responsibilities and requirements, especially the need for strong knowledge in digital banking and financial services.
Tailor Your CV: Customise your CV to highlight relevant experience that aligns with the role. Emphasise your background in sales engineering or financial services technology, and showcase any experience you have with AI, machine learning, and managing RFIs or RFPs.
Craft a Compelling Cover Letter: Write a cover letter that addresses how your skills and experiences meet the specific needs of the Presales Engineer role. Mention your ability to influence stakeholders and build relationships, as well as your presentation skills.
Showcase Your Language Skills: Since fluency in English and German is required, ensure that your application reflects your language proficiency. If applicable, provide examples of how you've used these languages in a professional context.
How to prepare for a job interview at Personetics
✨Understand the Role Deeply
Before the interview, make sure you thoroughly understand the responsibilities of a Presales Engineer. Familiarise yourself with how to conduct in-depth discovery sessions and tailor solutions to meet prospects' needs.
✨Showcase Your Technical Knowledge
Be prepared to discuss your knowledge of digital banking, AI, machine learning, and predictive analytics. Highlight any relevant experience you have with architecture, analytics, Linux, Java, and SQL during the interview.
✨Demonstrate Your Presentation Skills
Since delivering tailored workshops and demos is a key part of the role, practice your presentation skills. Be ready to showcase how you would effectively communicate Personetics' unique capabilities to potential clients.
✨Build Rapport with Interviewers
Establishing strong relationships is crucial for this position. During the interview, engage with your interviewers, ask insightful questions, and demonstrate your ability to influence stakeholders and build internal champions.
