At a Glance
- Tasks: Collaborate with teams to create impactful solutions for enhancing digital experiences.
- Company: Join Personetics, a leader in AI-driven banking solutions, empowering 150 million customers globally.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and innovation.
- Why this job: Be part of a fast-paced team that drives customer success and shapes the future of banking.
- Qualifications: 3+ years as a Sales Engineer or 5+ years in financial services technology required.
- Other info: Willingness to travel up to 25% is needed.
The predicted salary is between 36000 - 60000 £ per year.
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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 analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals. As industry leaders—yes, we really are leaders—we partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from 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 Engineers. 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 the ability to understand and solicit business requirements, develop a strategic technical sales approach, configure and effectively demonstrate solutions that meet those requirements, and clearly communicate 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 having conversations, leading workshops and demos, running 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.
- Willingness to travel up to 25%.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Sales and Engineering
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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 latest trends in AI and machine learning, especially as they relate to financial services. This knowledge will not only help you understand Personetics' offerings but also allow you to engage in meaningful conversations with potential clients.
✨Tip Number 2
Practice your presentation skills by conducting mock demos tailored to different banking scenarios. This will prepare you to effectively showcase how Personetics can meet specific client needs during the interview process.
✨Tip Number 3
Network with professionals in the financial technology sector, particularly those who have experience with presales roles. They can provide valuable insights and may even refer you to opportunities at Personetics.
✨Tip Number 4
Research Personetics thoroughly, including their products and recent projects. Being well-informed about the company will demonstrate your genuine interest and help you articulate how you can contribute to their success.
We think you need these skills to ace Presales Engineer
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Presales Engineer position. Tailor your application to highlight relevant experiences that align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in sales engineering or financial services technology. Mention specific projects where you demonstrated your ability to influence stakeholders and deliver tailored solutions.
Showcase Technical Skills: Given the technical nature of the role, ensure you clearly outline your knowledge of AI, machine learning, and digital banking. Include any relevant certifications or training that demonstrate your expertise in these areas.
Craft a Compelling Cover Letter: Use your cover letter to tell a story about your passion for technology and customer success. Explain how your background makes you a perfect fit for Personetics and how you can contribute to their mission of enhancing digital banking experiences.
How to prepare for a job interview at Personetics
✨Understand the Company and Its Products
Before your interview, make sure to research Personetics thoroughly. Understand their AI-powered banking solutions and how they help financial institutions. This knowledge will allow you to tailor your responses and demonstrate your genuine interest in the company.
✨Showcase Your Technical Skills
As a Presales Engineer, you'll need to demonstrate your technical expertise. Be prepared to discuss your experience with AI, machine learning, and predictive analytics. Highlight any relevant projects or technologies you've worked with, especially those related to digital banking.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to tailor solutions to client needs. Practice articulating how you would approach specific challenges, such as conducting a needs analysis or delivering a demo tailored to a prospect's requirements.
✨Emphasise Your Communication Skills
Strong communication is key in this role. Be ready to showcase your presentation skills and ability to influence stakeholders. Share examples of how you've successfully engaged with clients or internal teams to drive projects forward and build relationships.