Strategic Pre-Sales Consultant Enhancing Financial Planning Solutions
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 15, 2026
Become a pivotal Solutions Consultant in the pre-sales process, helping clients recognize transformative performance planning solutions. Utilize your expertise in finance to connect product capabilities with real-world outcomes, either remotely or in a hybrid model.
This role is essential to shaping strategic deals and enhancing the quality of engagements. You will work with Account Executives to guide prospects through understanding innovative solutions while leveraging your 3-7+ years of experience in pre-sales or finance roles. Your ability to communicate effectively will elevate the customer experience as you collaborate with teams to streamline processes.
Key Responsibilities:
• Partner with sales on deal strategy and execution
• Lead impactful, tailored product demonstrations
• Transform complex challenges into comprehensive solutions
• Craft proof of concepts to demonstrate value
• Address all technical questions throughout engagement
Requirements:
• 3...
This role is essential to shaping strategic deals and enhancing the quality of engagements. You will work with Account Executives to guide prospects through understanding innovative solutions while leveraging your 3-7+ years of experience in pre-sales or finance roles. Your ability to communicate effectively will elevate the customer experience as you collaborate with teams to streamline processes.
Key Responsibilities:
• Partner with sales on deal strategy and execution
• Lead impactful, tailored product demonstrations
• Transform complex challenges into comprehensive solutions
• Craft proof of concepts to demonstrate value
• Address all technical questions throughout engagement
Requirements:
• 3...