Role Mission
We are seeking an experienced Solutions Consultant to join our growing team. In this customer‑facing role, you will work closely with sales and delivery teams to understand client needs and deliver compelling product demonstrations and proofs‑of‑concept that address complex regulatory, compliance, and risk management challenges faced by financial institutions.
You’ll act as a trusted advisor to prospective clients, helping bridge the gap between business needs and technical solutions. You’ll bring a deep understanding of the regulatory landscape and financial services operations, along with strong technical aptitude, to help our clients evaluate and adopt technology that streamlines compliance, reduces risk, and improves operational efficiency.
Key Responsibilities
- Engage with financial institutions to understand their business challenges, regulatory requirements and technical environments.
- Collaborate with CUBE’s sales team to understand customers regulatory/risk/compliance demands and value‑sell our solution.
- Deliver engaging and bespoke product demonstrations to prospects, addressing technical and business value.
- Design and present proof‑of‑concept solutions tailored to client environments.
- Serve as technical expert and point of contact during the sales cycle.
- Partner with cross‑functional teams such as product and engineering teams to relay customer feedback and iterations.
- Own the RFP/RFI development and responses.
- Participate in industry events, webinars and customer workshops as needed.
- Stay up to date on financial services regulations technologies and emerging trends.
What we’re looking for
- 5+ years experience in a Solutions, Pre‑sales, Sales Engineering and Compliance Advisory/Consulting role with a focus on regulatory/compliance/risk products within the Financial Services industry.
- Strong understanding of financial services workflows, regulatory landscape and industry‑specific systems.
- Familiarity with RegTech tools and platforms used for compliance automation, surveillance or risk management.
- Exceptional communication and presentation skills with both technical and non‑technical audiences.
- Ability to lead discovery sessions that showcase value and ROI.
Equal Opportunity
CUBE is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
