Pre Sales Consulting Engineer

About the role

Candescent is seeking a Pre Sales Consulting Engineer to join our team and provide tailored solutions to our digital banking clients. The role involves serving as a trusted advisor, representing our platform throughout the sales process, and collaborating with product and implementation teams.

Responsibilities

• Act as a trusted advisor to prospective and existing clients, understanding their digital banking needs and challenges.
• Represent our Digital Banking Platform throughout the sales process by preparing and delivering effective demonstrations, presentations, and technical workshops.
• Understand our Digital Banking Platform strategic direction and roadmap; present current and future functionality tied to business value; and communicate updates to the Sales and Digital Strategy Management teams.
• Work closely with the sales team to provide pre-sales technical expertise, including responding to RFPs/RFIs and conducting solution assessments.
• Collaborate with product management and development teams to relay customer feedback and influence future product enhancements.
• Aid in the implementation process by ensuring the proposed solutions align with client expectations and technical requirements.
• Develop and maintain strong relationships with key stakeholders at financial institutions.
• Stay up to date on digital banking trends, regulatory requirements, and emerging technologies to provide thought leadership.
• Maintain Subject Matter Expertise (SME) specific to Business Banking, Payments, and back-office processes.
• Provide answers to questions about our Digital Banking Platform and strategy as they are presented by prospects, clients, and internal team members via a portal.
• Create and maintain up-to-date resources for others with the organization.
• Convey customer and prospect feedback specific to the Business Banking and Payments solutions, amongst other solutions, to the broader team through proactive and ongoing communication.
• Be an advocate within the field to articulate the Platform’s strategic direction and priorities to deliver an outstanding financial institution and end user experience.

Qualifications & Experience

• Bachelor’s degree in Computer Science, Information Technology, Business, or a related field.
• 3-7 years of experience in a Solution Consulting, Pre-Sales, or Business Analyst role within the digital banking or fintech industry.
• Strong understanding of digital banking platforms, core banking systems, APIs, and fintech integrations.
• Excellent presentation and communication skills, with the ability to translate technical concepts into business value.
• Experience with cloud-based banking solutions, mobile banking, payments, and security best practices is a plus.
• Ability to convey authority and expertise to effectively work with prospects and clients in speaking about cash management operations including ACH/wires processing, cash flow forecasting, transaction management, reconciliation, etc.
• Excellent and proven presentation skills for both onsite and virtual delivery.
• Strong organizational, collaboration, and written/oral communication skills.
• Solid time management skills with the ability to work independently.
• Willingness to travel as needed.