What is the Opportunity? 

Reporting to the Global Head of Pre Sales, Zafin is seeking a Pre Sales Specialist to be part of the pre-sales team, focused on developing cutting edge value propositions for some of the world’s largest banks. You will join our team in North America and be a client facing individual with strong business acumen and banking/financial industry domain knowledge. You will work as a trusted advisor to both clients and Solution Partners to solve complex business challenges.  

Mode of work: Hybrid

What will you do?

• Present the Zafin solution suite, value proposition, and product vision to prospect clients
• Understand and respond to business requirements and translate and map them into Zafin’s solution suite 
• Document, analyze, and communicate challenges and solution options that address problems in the financial services industry 
• Effectively communicate with various internal teams, external clients, and partners to deliver functional requirements as use cases, functional flows, user interface screen flows, solution design, etc.
• Develop high level functional specifications and system design specifications for client engagements as part of the sales process
• Conduct presentations and demonstrations to prospective clients
• Own and deliver proof of concepts with support from various technical teams in Zafin
• Coordinate internal initiatives including enablement of partners as part of partner on-boarding process
• Act as an interface between internal business units and support teams

What do you need to succeed?

Must have:

• Bachelor’s or Master’s degree in a related field
• 8+ years of banking experience and product management in the financial services industry (retail, corporate, commercial banking, wealth management)
• 5 years in SaaS pre-sales and experience in conducting client meetings, preparing, and presenting solution proposals and demonstrations to clients to various stakeholders
• Deep understanding of the inner working and challenges in the areas of product management, pricing, billing, and digital enablement in financial services industry
• Highly knowledgeable and experienced in US corporate and commercial banking/Account Analysis
• Understanding of bank regulatory environments and the new regulations and compliance challenges facing banks
• Experience in gathering requirements, solution design and storyboarding
• Strong presence, business awareness, and presentation skills are critical
• Clear and concise written and verbal communication skills
• Ability to communicate technical solutions with all levels of an organization, both internally and externally
• Team player: “can do” attitude, happy to be working on different clients at different times where needed, happy to jump on calls as required with prospects
• Self-starter and able to work flexible hours across global time zones
• Strong analytical thinking and problem-solving skills
• Able to come up with innovative solutions to meet client needs
• Creative thinker: able to present “the art of the possible”
• Is pro-active and has a strong desire to learn

Nice to have:

• Experience in core banking and digital onboarding solutions
• Product Implementation experience in banking systems