At a Glance
- Tasks: Build relationships and provide technical guidance in the financial services sector.
- Company: Join a diverse and inclusive team at SAS, a leader in software solutions.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Full training on SAS provided; travel may be required.
- Why this job: Make an impact in the financial sector while collaborating with industry experts.
- Qualifications: 6+ years in tech sales or consulting, with strong customer-centric skills.
The predicted salary is between 60000 - 80000 £ per year.
Our successful Financial Services Customer Advisory (presales) division is seeking a Presales Advisor with experience within the FS or Banking sectors to join the growing UKI team. Partnering with the Account Executive and wider account team, you will provide technical assistance for presales activities, utilising your industry knowledge to articulate both business and technical value of our solutions. You will work with the Account Executive and lead teams in all customer related activities involving SAS, whilst ensuring the highest level of customer satisfaction. This role will be based in Marlow, Glasgow, Dublin or London.
In this role, you will be responsible for:
- Building a trusted relationship with the Account Executive, account team and other stakeholders to provide practical guidance in the functional and technical aspects of the proposed SAS solution, whilst setting proper expectations to ensure customer satisfaction.
- Developing strong strategic partnership with the Financial Services and Banking clients, developing client trust to gain deeper insight into their needs and enhance the SAS/client relationships.
- Supporting sales efforts by outlining product capabilities and leveraging opportunities.
- Delivering impactful presentations on software functionalities, competitive advantages, and business benefits.
- Maintaining and developing relevant knowledge of technical and industry trends to identify impacts and opportunities created by these trends.
- Conducting discovery meetings to gather and document technical and business requirements.
- Engaging in vendor events to showcase solutions and support business development.
- Collaborating with Industry Consultants, Solution Architects and Technical Architects as required during sales campaigns and for cross‑training and knowledge sharing.
- Strategising with sales team on objectives of customer meetings, understanding how this activity relates to overall sales plan and providing functional leadership for sales opportunities.
- Responsible for all technical sales activity within aligned portfolio of financial services accounts.
Additional Responsibilities:
- Leading technical consultations on complex customer systems, leveraging your extensive SAS knowledge.
- Advising management on process improvements and sales tool effectiveness.
- Providing strategic insights on incorporating additional SAS solutions into client operations.
- Contributing to cross‑organizational solutions teams to enhance our offerings.
Required Qualifications:
- Industry Expertise: In-depth knowledge of Financial Services (Insurance or Banking), gained through consulting, technical sales or direct experience.
- Customer‑Centric: Strong background in customer experience, particularly in presales or consulting roles.
- Experience: Minimum of 6 years in technology‑related fields such as presales, marketing, technical support, or consulting.
- Leadership Skills: Proven project leadership abilities with a track record of success.
- Problem Solver: Ability to understand and address customers' technical and business challenges, demonstrating how SAS solutions can help.
- Independent & Collaborative: Capable of working autonomously and as part of a team.
- Travel Ready: Willingness to travel as business needs arise.
- Sales Acumen: Strong understanding of sales strategies and cycles.
- Communication Skills: Excellent problem‑solving, organizational, decision‑making, and interpersonal skills.
You’re curious, passionate, authentic and accountable. These are our values and influence everything we do.
Ideally you will also have:
- An appreciation of data analytics, risk management or fraud management solutions – full training on SAS will be provided.
- Any previous knowledge of SAS or competitor solutions would be a bonus but not essential.
Diverse and Inclusive: At SAS, it’s not about fitting into our culture – it’s about adding to it. We believe our people make the difference. Our diverse workforce brings together unique talents and inspires teams to create amazing software that reflects the diversity of our users and customers. Our commitment to diversity is a priority to our leadership, all the way up to the top; and it’s essential to who we are. To put it plainly: you are welcome here.
Additional Information: SAS is an equal opportunity employer. All qualified applicants are considered for employment without regard to race, color, religion, gender, sexual orientation, gender identity, age, national origin, disability status, or any other characteristic protected by law.
Senior Customer Advisor -Financial Sector in Glasgow employer: SAS
SAS is an exceptional employer that fosters a diverse and inclusive work culture, where every employee is valued for their unique contributions. With a strong focus on professional growth, employees in the Senior Customer Advisor role can expect ample opportunities for development through collaboration with industry experts and access to cutting-edge training. Located in vibrant cities like Marlow, Glasgow, Dublin, and London, SAS offers a dynamic environment that encourages innovation and teamwork, making it an ideal place for those seeking meaningful and rewarding careers in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Customer Advisor -Financial Sector in Glasgow
✨Tip Number 1
Network like a pro! Reach out to current employees at SAS or in the financial sector on LinkedIn. Ask them about their experiences and any tips they might have for landing a role like the Senior Customer Advisor.
✨Tip Number 2
Prepare for those interviews by practising your pitch. You want to showcase not just your technical skills but also how you can build relationships and solve problems for clients. Remember, it’s all about demonstrating your customer-centric approach!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, send a quick thank-you note. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Check out our website for any upcoming events or webinars related to SAS solutions. Engaging in these can give you insights into the company culture and help you connect with potential colleagues before you even step into the role!
We think you need these skills to ace Senior Customer Advisor -Financial Sector in Glasgow
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Customer Advisor role. Highlight your experience in the Financial Services sector and how it aligns with what we’re looking for. We want to see how you can bring value to our team!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that show how you’ve successfully tackled challenges in presales or consulting roles. We love seeing real-world applications of your expertise.
Be Authentic:Let your personality shine through in your application. We’re looking for someone who is curious, passionate, and accountable. Share your story and what drives you, as we value authenticity and want to know the real you!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at SAS
✨Know Your Financial Sector Inside Out
Make sure you brush up on the latest trends and challenges in the financial services and banking sectors. Being able to discuss these topics confidently will show your expertise and help you connect with the interviewers.
✨Showcase Your Customer-Centric Approach
Prepare examples that highlight your experience in customer-facing roles, especially in presales or consulting. Demonstrating how you've successfully built relationships and addressed client needs will resonate well with the interviewers.
✨Master the Art of Technical Presentations
Since you'll be delivering impactful presentations, practice articulating the technical and business value of solutions clearly and concisely. Use real-life scenarios to illustrate your points and engage your audience.
✨Collaborate and Communicate Effectively
Be ready to discuss how you've worked with cross-functional teams in the past. Highlight your ability to strategise with sales teams and lead technical consultations, as this role requires both independent and collaborative skills.
