Finastra · 3 days ago
Solution Consultant
Lake Mary, FL
Full-time
Hybrid
Mid Level
3+ years expFinastra is a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. The Global Solution Consulting team collaborates with various departments to drive business success through pre-sales activities, demos, and RFI/RFP management, specifically for the Treasury and Capital Markets team in the Americas.
Financial ServicesFinTechInformation Technology
Responsibilities
Collaborate with sales representatives throughout the lifecycle of the sales campaign, including exploratory meetings, consultative solution selling demonstrations and workshops, and gap analysis to ensure cross-team alignment in customer engagement and produce best-in-class winning solutions
Supports and tailors regional specific and global campaigns. Drives value proposition and execution
Preparation of RFI/RFPs replies to assure the solution is presented according to the key criteria of the prospect/client
Create solution design documentation - both internally and externally to the customers - which includes data flow diagrams, description of application components and ownership of the functional responses within the RFI/RFP documents
Develop and update presentation scripts to stay current with product functionality, value proposition and strategic differentiators
Facilitation of customer product/application understanding through presentations and demonstrations
Attend internal sales and demo excellence training courses
This job involves short trips across the region
Qualification
Required
Knowledge of financial institution operations
Excellent oral and written communication skills, interpersonal skills, and professional presentation skills
English and Spanish proficiency
Proficient using virtual meeting tools such as Microsoft TEAMS and WebEx
Ability to work independently and within a team environment
Proven ability to engage financial institution executives
3+ years' experience working in a financial institution or financial software provider
Bachelor's degree or equivalent experience
Preferred
Sales demonstrations of financial services software preferred
Formal training in presentation skills preferred
Benefits
Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.
Medical, life & disability insurance, retirement plan, lifestyle and other benefits•
ESG: Benefit from paid time off for volunteering and donation matching.
DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
Specific benefits may vary by location.
Company
Finastra
Finastra provides the broadest portfolio of financial services software.
10001+ employees
H1B Sponsorship
Finastra 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 (4)
2024 (4)
2023 (5)
2022 (11)
2021 (10)
2020 (12)
Funding
Current Stage
Late StageTotal Funding
$5.3BKey Investors
BIRD Foundation
2023-08-15Debt Financing· $5.3B
2022-04-04Series Unknown· $0.8M
2021-02-12Grant
Leadership Team
Mike Stawchansky
EVP, Chief Technology Officer
Ali Khan
Chief Data Officer
Recent News
Business Standard India
2026-01-08
Company data provided by crunchbase