Related skills
fintech saas presales data integrations solutions design📋 Description
- Lead and support discovery sessions to uncover requirements.
- Deliver tailored demos to tech evaluators and C-suite at large wealth firms.
- Respond to RFPs and security questionnaires with high-quality content.
- Configure and maintain demo environments reflecting real client scenarios.
- Design solution configurations mapping CapIntel's platform to client needs.
- Serve as the technical and functional SME throughout the sales cycle.
🎯 Requirements
- 3–5 years in Solutions Consulting, Sales Engineering, or presales (SaaS/fintech).
- Understanding of wealth management or institutional platforms is a plus.
- Strong presentation skills; comfortable with technical evaluators and execs.
- Hands-on ability to configure and deliver polished demos.
- Familiarity with SaaS architectures and data integrations.
- Collaborative and able to manage multiple opportunities.
🎁 Benefits
- Value mindset, curiosity, and commitment to great work.
- Careers page for life at CapIntel and team culture.
- Team built on trust, respect, and collaboration.
- Competitive compensation and growth opportunities.
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