Senior Presales Solution Consultant, CRM Workflows - Financial Services
Senior Presales Solution Consultant, CRM Workflows - Financial Services

Senior Presales Solution Consultant, CRM Workflows - Financial Services

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support sales as a technical expert, delivering tailored CRM solutions for financial services.
  • Company: Join a leading tech firm focused on innovative CRM solutions.
  • Benefits: Competitive salary, travel opportunities, and a dynamic work environment.
  • Why this job: Be the go-to expert in CRM, making a real impact in the financial sector.
  • Qualifications: 8+ years in pre-sales consulting with strong communication and relationship-building skills.
  • Other info: Fast-paced environment with opportunities for growth and collaboration.

The predicted salary is between 36000 - 60000 £ per year.

The Senior Presales Solution Consultant is a technical consultant with the advanced ability to develop, position and deliver product-specific solutions during sales cycles while achieving quarterly and annual sales objectives for an assigned territory. As Senior Presales Solution Consultant for our CRM business unit, you will be responsible for supporting the sales effort in the Financial Services vertical, including product customer requirements gathering, demonstrations, product configuration for proof of concepts, and participation in marketing events. Good customer service skills, the ability to learn quickly; along with the ability to translate technical capabilities into benefits is crucial. You will be the product expert that conveys value to address customers' business issues.

Responsibilities

  • Support solution sales as a technical and domain expert of a client-facing sales team
  • Help develop and contribute to sales campaigns focused on CRM in the Financial Services market
  • Contribute and maintain a showcase of CRM solutions created on the ServiceNow platform
  • Lead discovery workshops to determine customers' business challenges and deliver product demonstrations to align our solution with customer needs
  • Handle product feature and technical questions from customers, channel partners and ServiceNow colleagues
  • Configure demonstration environments to address customer requirements and business issues
  • Deliver product demonstrations to customers and products, in person, and through WebEx
  • Provide feedback to product management about product enhancements that can address customer needs and drive additional business value
  • Share best practices and known solutions with other Solution Consultants to enhance the quality and efficiency of the other team members
  • Stay current on competitive analyses and understanding differentiators between ServiceNow and its competitors
  • Communicate with both business and technical decision makers
  • Responding to Request for Information/Proposal documents
  • Supporting Marketing events - user conferences, trade shows, analyst demonstrations, webinars etc.
  • Act as the ServiceNow subject matter expert at executive briefings / marketing events

Qualifications

  • Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
  • 8+ years of pre-sales solution consulting or sales engineering experience in Customer Experience, Customer Service Management, CRM, or Customer Engagement industry
  • Experience working on complex deals with customers in the FSI vertical
  • Proficiency with the ServiceNow platform or technical expertise with cloud software solutions
  • Pitch perfect communication, writing and presenting skills
  • Demonstrated relationship building skills, with proven success at developing and nurturing relationships up to and including C-level
  • Experience speaking with both business decision makers, and technical decision makers, with the ability to effectively communicate ServiceNow value proposition and key differentiators to prospects
  • Experience working collaboratively across a complex sales eco-system, with account teams, sales leadership, commercial, product management, product marketing, partners, and professional services
  • Demonstrated territory management skills, including pipeline building and working closely with Sales counterpart to drive execution excellence
  • Creative problem-solving skills with a growth mindset and desire to work in a fast-paced, high growth organization
  • Organized and detail-oriented
  • A high degree of passion, energy and drive
  • Willingness to travel as necessary

Senior Presales Solution Consultant, CRM Workflows - Financial Services employer: ServiceNow

As a Senior Presales Solution Consultant at our company, you will thrive in a dynamic and innovative environment that prioritises employee growth and collaboration. We offer comprehensive training and development opportunities, a supportive work culture that values creativity and problem-solving, and the chance to work with cutting-edge technology in the Financial Services sector. Our commitment to excellence and customer satisfaction ensures that you will play a pivotal role in shaping solutions that truly make a difference for our clients.
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Contact Detail:

ServiceNow Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Presales Solution Consultant, CRM Workflows - Financial Services

✨Tip Number 1

Get to know the company inside out! Research their CRM solutions and understand how they fit into the Financial Services sector. This will help you tailor your conversations and show that you're genuinely interested in what they do.

✨Tip Number 2

Practice your product demos! Being able to showcase the ServiceNow platform effectively can set you apart. Run through your presentations with friends or colleagues to get feedback and refine your delivery.

✨Tip Number 3

Network like a pro! Attend industry events, webinars, and conferences to meet potential clients and other professionals. Building relationships can lead to opportunities that aren’t advertised.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and contributing to our success.

We think you need these skills to ace Senior Presales Solution Consultant, CRM Workflows - Financial Services

Technical Consulting
CRM Solutions
Customer Requirements Gathering
Product Demonstrations
Product Configuration
Customer Service Skills
AI Integration
Pre-sales Solution Consulting
Sales Engineering
Relationship Building
Communication Skills
Territory Management
Creative Problem-Solving
Organisational Skills
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Senior Presales Solution Consultant role. Highlight your experience in CRM and Financial Services, and don’t forget to showcase your technical skills and customer service expertise. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've tackled challenges in previous positions, especially in pre-sales or solution consulting. Let us know how you can contribute to our success!

Showcase Your Communication Skills: As a Senior Presales Solution Consultant, communication is key. Make sure your application reflects your ability to convey complex ideas clearly and effectively. Whether it's through your writing or any presentations you've done, we want to see that you can engage both technical and business audiences.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join the StudySmarter family!

How to prepare for a job interview at ServiceNow

✨Know Your Product Inside Out

As a Senior Presales Solution Consultant, you need to be the go-to expert on your product. Make sure you understand the CRM solutions on the ServiceNow platform thoroughly. Prepare to discuss how these solutions can solve specific business challenges in the Financial Services sector.

✨Showcase Your Communication Skills

You'll be interacting with both technical and business decision-makers, so practice articulating complex ideas clearly and concisely. Use examples from your past experiences to demonstrate how you've effectively communicated value propositions to clients.

✨Prepare for Technical Questions

Expect to face technical questions about product features and integrations, especially regarding AI in workflows. Brush up on your technical knowledge and think of scenarios where you've successfully addressed similar queries in the past.

✨Demonstrate Your Problem-Solving Skills

Be ready to discuss how you've tackled complex deals or customer challenges before. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your creative problem-solving abilities.

Senior Presales Solution Consultant, CRM Workflows - Financial Services
ServiceNow

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