Candescent · 1 day ago
Senior Pre-Sales Consultant
California, United States
Full-time
Hybrid
Mid, Senior Level
4+ years expCandescent is the largest non-core digital banking provider, offering transformative technologies for account opening and digital banking solutions. The Senior Pre-Sales Consultant will engage with financial institutions to provide tailored demos, understand their needs, and align Candescent's solutions with their strategic goals.
BankingFinancial ServicesSaaS
Responsibilities
Represent the Candescent product suite throughout the sales process by preparing and delivering effective demos and presentations to prospects and existing clients in line with their strategic goals and key business drivers
Conduct pre-sales consultative conversations with prospects and sales executives to:
Develop a technical and strategic understanding of a prospect’s business model and strategy
Determine, recommend, document best fit solutions; conduct based on prospect needs as well as Candescent’s ability to meet customer expectations
Ensure proper setting of customer and internal expectations as appropriate in pre-sales process, through assessments, consultations, liaison work with internal subject matter experts
Responsible for right products/solutions, generally available or customized, included in prospect proposal and CRM system to meet the prospect’s needs and Candescent’s internal capabilities
Align with internal and external stakeholders for proposals for best fit solutions by defining, analyzing, and documenting the prospect’s business and technical requirements
Maintain documentation of all prospect project product and configuration-related activities in the project management system to build the proposal to generate a contract
Participate in warm handoff and post-warm handoff support for all implementing competitive conversion projects
Answer questions about our solutions and strategy from prospects and clients throughout the sales process as well as from employees via a request system within the established service level agreement timeframe
Become the subject matter expert (SME) for multiple solutions within the Sales Engineering team which includes staying up-to-date on new feature/functionality, strategy and internally communicating and mentoring Pre-sales, Sales and Relationship Management teams
Create and maintain up-to-date resources for others with the organization for assigned SME solutions which may include, but not limited to: technical requirements, PowerPoint presentations, recorded sales demonstrations, KnowledgeBase articles and the interactive sales demo
Participate in sales/retention efforts by effectively partnering across the organization to develop and execute on sales opportunities
Convey customer and prospect feedback to the broader Solutions & Strategy team through proactive and ongoing communication. In addition, be an advocate within the field to articulate the solution’s strategic direction and priorities to deliver an outstanding financial institution and end user experience
Research, understand and share the competitive landscape, as well as Candescent strengths
Assist with responding to the functional and technical elements of Request for Proposals in collaboration with the Proposal Writing team as needed
Qualification
Required
Bachelor's degree or equivalent
4+ years' experience in Sales Engineering, Product Training, (or a similar role) Note: Sales Engineer experience often has other titles including Application Engineer, Product Specialist, Solutions Consultant, Field Consultant, Pre-Sales Support and Area Support Engineer
Demonstrated skills in self-driven solution-oriented approach to work at hand; proactive in problem identification and solution generation. Proven ability to decompose complex problems into fundamental assumptions, unknowns, and actions
Excellent and proven presentation skills for both onsite and WebEx deliveries
Superior writing and verbal communication skills
Able to work independently
Solid time management skills
Company
Candescent
Candescent is a digital banking platform that offers online banking, account openings, and digital transaction services.
1001-5000 employees
H1B Sponsorship
Candescent has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
Funding
Current Stage
Late StageLeadership Team
Donald Chesnut
Chief Design Officer
Gareth Gaston
Chief Product Officer
Recent News
Company data provided by crunchbase