Senior Presales Consultant

• Be the trusted advisor to prospects and new customers – guiding them on how FintechOS helps them modernize origination, launch products faster, and run a more efficient operation, without a multi-year core replacement.
• Develop deep product expertise – know the platform comprehensively, and be the internal go-to for sales, product, and delivery.
• Run discovery and showcase the product – lead compelling demos and proofs of concept that make the value tangible for both business and technical stakeholders.
• Build the business case – quantify ROI: faster time-to-market, lower cost-to-serve, conversion uplift, and competitive differentiation.
• Speak the market’s language – talk credibly about NIM compression, origination fragmentation, deposit competition, and the regulatory realities of NCUA- and FDIC-regulated institutions.
• Win as a team – partner with AEs through the full cycle, from first conversation to commercial close, and help win new logos across the US.

• 7+ years in presales, solution consulting, or sales engineering, selling software or platforms into US financial services.
• Strong banking domain experience – you’ve worked with community banks, credit unions, and mid-to-large institutions, and you understand how they buy, operate, and what keeps them up at night.
• Real fluency in origination, lending, deposits, and core banking realities – you can hold a credible conversation about workflows, decisioning, regulatory pressure, and cost-to-serve.
• Proven ability to straddle business and technical conversations – you quantify ROI with executives and discuss architecture with engineers.
• A track record of winning deals by articulating business value, not just features: faster launches, lower costs, competitive edge.
• Technical understanding of APIs, cloud architecture, and integrations – you don’t need to code, but you need to speak the language.
• Autonomous and proactive – you see the opportunity, shape it, and drive it without waiting for permission.
• Stand Out If You Know the credit union world specifically – member-centric model, NCUA regulation, community mission – and can speak to it authentically.

Demonstrates deep product expertise in FintechOS, with the ability to articulate business value and ROI to both business and technical stakeholders. Possesses strong banking domain experience, particularly in origination, lending, and deposits, while effectively navigating regulatory environments.