Pre-Sales Consultant in Financial Services

About AlphaSense: AlphaSense empowers leading enterprises to eliminate uncertainty in decision-making. With cutting-edge market intelligence and AI-driven search capabilities, we provide trusted insights from a vast array of public and private content, including equity research, company filings, event transcripts, expert calls, news articles, trade journals,…

Join Nagarro as a Principal Consultant - Pre-Sales Consultant with a robust background in product management. In this crucial role, you will leverage your expertise to engage with clients, understand their needs, and articulate how our solutions can best address their challenges.We are looking for a dynamic professional who excels in building relationships and driving innovative solutions in a pre-sales environment. You will collaborate closely with sales teams and clients, ensuring alignment between technical capabilities and business objectives.

Join our team as a Financial Consultant specializing in Employee Benefits!At IMA Financial Group, we prioritize our core values and understand the significance of diversity, equity, and inclusion within our team. As a Financial Consultant, you will engage with both internal and external clients in a professional manner, utilizing various communication channels including email, phone, and in-person meetings.Key Responsibilities:Financial Strategy: Lead strategic financial consulting for employee benefit plans while effectively communicating cost projections and savings opportunities to clients.Marketing/RFPs: Prepare and manage RFPs for self-funded TPA and stop-loss submissions, ensuring comprehensive proposal reviews.Renewals: Oversee reviews of medical and self-funded renewals, leading client recommendations based on thorough analysis.Partnership & Negotiation: Negotiate with carriers aligned with client objectives, while sustaining strong relationships with partners.Underwriting & Analysis: Conduct in-depth analyses and communicate underwriting projections for various medical products to align with client goals.Reporting: Analyze data trends and present findings to the Client Executive with strategic insights for managing costs.Presentation: Craft and deliver impactful client presentations as part of a collaborative team effort.This role offers an exciting opportunity to drive local process improvements and support innovative solutions in the ever-evolving landscape of employee benefits.

Join Databricks as a Business Value Consultant, where you will leverage your expertise in financial services to drive significant business impact for our clients. In this role, you will engage with stakeholders to identify opportunities for value creation and guide them through the implementation of our cutting-edge solutions. Your analytical skills will be crucial in uncovering insights and presenting compelling narratives that demonstrate our product's value.

Senior Sales Engineer (Pre-Sales)About the RoleHatch is seeking a highly skilled and customer-oriented Senior Sales Engineer to provide support throughout the complete pre-sales cycle. As a key part of our Sales team, you will serve as the primary technical authority and a trusted advisor for potential customers, demonstrating how Hatch’s innovative AI platform addresses their unique business challenges.You will lead the technical discovery process, deliver engaging product demonstrations, create high-level solution architectures, and assist customers during evaluations, pilot programs, and technical validation.In close collaboration with the Sales team, you will tailor solutions to meet customer needs, eliminate technical barriers during the purchasing process, and contribute to closing complex mid-market and enterprise deals.This role sits at the vital intersection of product development, technology, and revenue generation.We are looking for an individual who is adept at engaging senior stakeholders, enjoys narrating through demonstrations, and can effectively balance technical detail with clear business value.What You’ll DoCollaborate closely with Account Executives as the technical expert throughout the sales cycle for mid-market and enterprise opportunities.Conduct technical discovery sessions to understand customer requirements, workflows, data environments, and success criteria.Present customized product demonstrations that effectively articulate the value proposition of Hatch and distinguish us from competitors.Design and present high-level solution architectures, including considerations for integration and deployment.Support technical assessments, proofs of concept, and trial implementations, ensuring that customer specifications are met.Respond to technical inquiries concerning APIs, data flows, security, and platform capabilities.Work in tandem with Product and Engineering teams to relay field feedback and remain updated on product features.Assist with Requests for Proposals (RFPs), security questionnaires, and any necessary technical documentation.Serve as a trusted technical advisor to both technical and business stakeholders throughout the buying journey.What We’re Looking ForApproximately 5 years of experience in Sales Engineering, Pre-Sales, or Solutions.Strong technical acumen paired with excellent communication skills.Ability to work collaboratively in a fast-paced environment.

Join Our Technical Success TeamAt OpenAI, our Technical Success team plays a pivotal role in ensuring the safe and impactful deployment of ChatGPT and OpenAI API applications for developers and enterprises. We serve as trusted advisors, empowering our clients to fully leverage the value of our advanced models and innovative products. As a Pre-Sales Solutions Engineer, you will help transform customer operations through solutions encompassing customer service, automated content creation, and groundbreaking applications utilizing our latest models.Your RoleWe are in search of a dynamic Solutions Engineer who can collaborate closely with our clients to guarantee they derive significant business value from our offerings, including ChatGPT and the OpenAI API. You will engage with senior business stakeholders to understand their pre-sales needs, steer their AI strategy, and pinpoint high-value use cases and applications. You will collaborate with both business and technical teams to showcase the value of our solutions and recommend architectural patterns to facilitate their implementation.This position is based in New York City, and we operate on a hybrid model requiring three days in the office weekly. Relocation assistance is available for new hires.Your Responsibilities:Provide an outstanding pre-sales experience for prospects and customers by delivering technical insights, clarifying the value proposition, and addressing inquiries related to our products, APIs, and LLMs.Illustrate how OpenAI APIs and ChatGPT can fulfill customers’ business objectives and provide substantial value, including building demos, defining use cases, suggesting architectural frameworks, and delivering in-depth technical advice.Generate and maintain comprehensive documentation, guides, and FAQs addressing common questions and requirements that arise during the pre-sales process.Build and sustain robust customer relationships throughout the evaluation, validation, and purchasing phases.Advocate for customers and represent their interests internally by collecting and communicating feedback, identifying patterns, and contributing to product development strategies.Act as the primary contact for security and compliance inquiries, providing standardized information, directing customers to relevant resources, and escalating complex issues to the appropriate teams.

Mintlify builds a documentation platform that reaches more than 100 million developers each year. Over 20,000 companies, including Anthropic, Microsoft, PayPal, Spotify, Coinbase, and many recent Y Combinator startups, rely on Mintlify to power their documentation. With a team of just over 50 and $45 million raised in Series B funding from A16Z and Salesforce Ventures, every new hire has a direct hand in shaping the company’s future. The team values learning quickly, determination, and individuality, traits that shape how work gets done and how people grow together. The Senior Solutions Engineer - Pre Sales role joins the Sales Team in New York City. This position goes beyond a traditional sales engineering job: it focuses on building, scoping, and prototyping technical solutions that help close complex enterprise deals. The work involves translating customer needs into actionable solutions, creating technical demonstrations, and supporting Account Executives without straining the core engineering team. Collaboration is central. The Senior Solutions Engineer partners with Sales, Engineering, Product, and the CEO to win strategic deals and help turn custom projects into scalable solutions. This role is well-suited for someone who enjoys hands-on technical work and wants to see their impact on both customers and the product. What you will do Work alongside Enterprise Account Executives on complex enterprise and mid-market deals, from discovery through closing, as the main technical resource. Lead technical discovery to understand customer documentation workflows, integration requirements, and success criteria. Build custom demos, prototypes, and proofs-of-concept that support the sales process and help customers make decisions faster. Present technical solutions to audiences ranging from engineers to executive stakeholders.

Menlo Security is on a mission to empower secure connections, communication, and collaboration globally, without compromise. In light of the ongoing challenges posed by COVID-19, our commitment to this mission has never been more crucial. We proudly serve a diverse range of clients, including Fortune 500 companies, 9 out of the 10 largest global banks, and the Department of Defense.As we embark on our next phase of growth from 400 employees, we are in search of passionate individuals who embody empathy and resilience. The ideal candidate will be ethical, exceptionally organized, dedicated to follow-through, service-oriented, and humble enough to embrace feedback while possessing the confidence to provide it.Menlo Security is well-capitalized for growth, backed by outstanding investors such as Vista Equity Partners, General Catalyst, JPMC, American Express, HSBC, and Ericsson Ventures.Your RoleWe are looking for a dynamic, experienced sales professional specializing in security with a focus on the Financial Services sector. You will play a key role in driving our sales strategy, engaging both new and existing accounts within your territory. This position requires a self-motivated individual who thrives in a fast-paced, innovative startup environment, and is adept at presenting groundbreaking technology to CTOs, CIOs, CISOs, and security professionals. This role is remote within the New York City Metro area.Key Responsibilities:Lead engaging business and technical presentations, demonstrations, and discussions with C-level executives and VP-level decision-makers in major enterprises, as well as channel partners and technical stakeholders.Utilize exceptional leadership abilities to effectively prioritize and execute projects systematically and diligently.Establish and manage expectations with senior stakeholders and team members.Build and nurture relationships with key partners to foster growth within their client bases.Deliver professional and compelling responses to customer RFPs/RFIs.Represent the company’s products and values at industry events such as conferences and seminars.Take ownership of the Proof of Concept (POC) and Pilot processes.Assist prospects with initial inquiries and needs assessments.

Hashgraph is looking for a Sales Director with a focus on financial services. This remote role is based in New York City and centers on leading sales efforts within the financial sector. The position emphasizes building strong relationships with key stakeholders, increasing revenue, and presenting Hashgraph's solutions to meet client needs. Key Responsibilities Lead sales initiatives aimed at the financial services industry Develop and maintain connections with decision-makers and stakeholders Collaborate with cross-functional teams to refine and improve service offerings Drive strategies that expand Hashgraph’s presence in the financial market Ensure client satisfaction and align solutions with business objectives Collaboration and Influence This position works closely with teams throughout the company to strengthen offerings and deliver value to clients. The Sales Director will help shape sales strategy and support Hashgraph’s continued growth in the financial sector.

Join Databricks as an Enterprise Account Executive specializing in Financial Services. In this pivotal role, you will leverage your expertise to drive strategic sales initiatives and foster strong relationships within the financial sector. Your ability to communicate the value of our cloud-based data platform will empower organizations to unlock the potential of their data.As a part of our dynamic team, you will collaborate with cross-functional teams to tailor solutions that meet the unique needs of our clients. Your contributions will be vital in achieving sales targets and driving business growth.

At Anaplan, our dynamic team of innovators is dedicated to revolutionizing business decision-making through our advanced AI-driven scenario planning and analysis platform, empowering our clients to stay ahead in their industries.Our commitment to customer success unites Anaplanners across various teams and locations, fostering a Winning Culture that drives our achievements.Among our esteemed clientele are notable Fortune 50 companies such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer, all of whom trust our state-of-the-art platform to enhance their operations.Our Winning Culture serves as the foundation for our innovative teams, where diversity of thought is celebrated, leadership is encouraged regardless of title, and ambitious goals are pursued with enthusiasm. We take pride in recognizing and celebrating our victories, both large and small.Guided by strategic principles, value-driven initiatives, and disciplined execution, Anaplan provides an inspiring environment where your individuality is valued. Join us as we collaborate to shape the future together!We are currently in search of a results-oriented Enterprise Account Executive - Financial Services to join our vibrant sales team. In this pivotal role, you will utilize your proven expertise in selling sophisticated SaaS solutions to effectively represent our highly adaptable and powerful platform.We are looking for a competitive individual with a hunter mentality who thrives on success. You will play a crucial role in driving our growth by spearheading digital transformation initiatives and assisting industry leaders in overcoming siloed decision-making processes.This position reports directly to the Regional Vice President (RVP) and encompasses a territory comprising both untapped opportunities and existing Anaplan clients. We seek a unique individual capable of securing new business while simultaneously identifying and expanding opportunities within our current customer base.

About ClickHouseFeatured in the prestigious 2025 Forbes Cloud 100 list, ClickHouse stands as a beacon of innovation and growth in the private cloud sector. With a remarkable portfolio of over 3,000 clients, our annual recurring revenue (ARR) has surged by more than 250% year-on-year. We excel in real-time analytics, data warehousing, observability, and AI workloads.Our recent momentum was further validated by a significant $400 million Series D funding round. In the last three months, notable clients such as Capital One, Lovable, Decagon, Polymarket, and Airwallex have either adopted our platform or expanded their existing usage. They join a roster of AI pioneers and global brands, including Meta, Cursor, Sony, and Tesla.We are on a transformative journey to redefine data utilization across industries. Join us!As the Strategic Account Executive for Financial Services, you will manage a specific portfolio of key financial service accounts, encompassing banks, asset managers, exchanges, insurance providers, and fintech platforms. Your role will encompass the entire sales process—from identifying new opportunities and establishing executive relationships to negotiating and securing intricate, multi-stakeholder agreements.This high-impact role is ideal for a professional who thrives in a technical sales environment and is eager to contribute to the foundational elements of ClickHouse’s strategic sales initiatives in one of the industry's most challenging sectors.Key ResponsibilitiesManage a designated account list of strategic financial services institutions and cultivate deep, multi-layered relationships with technical, business, and executive stakeholders.Drive new ARR and expansion revenue through a consultative, value-driven sales approach.Lead intricate enterprise sales cycles, including procurement, legal, security assessments, and multi-product negotiations.Collaborate closely with Solutions Architects and Customer Success teams to ensure technical alignment and long-term success for customers.Comprehend and effectively communicate ClickHouse’s technical advantages—such as performance benchmarks, architecture, and deployment models—earning credibility with data engineers, architects, and CTOs.Develop and implement strategic account plans, identifying growth opportunities and mapping the political landscape within each account.Advocate for customer needs internally, influencing product roadmap decisions and go-to-market strategies for the financial services sector.Travel to client sites, conferences, and team events as required (approximately 25-40%).

About Neo4j:Neo4j stands at the forefront of data intelligence, revolutionizing how data transforms into actionable insights for the next generation of intelligent applications and AI systems. Our enterprise-grade knowledge graphs are designed for accuracy, transparency, and governance in AI, offering unparalleled graph capabilities that are trusted by 84 of the Fortune 100 companies and supported by a robust global graph community. Experience intelligence that delivers meaningful results.Our platform is built to seamlessly integrate across various environments and data sources, enabling dynamic, personalized, and autonomous AI systems. We empower organizations to achieve rapid results and contextual insights that enhance decision-making for both customers and employees throughout the business.Our Vision:At Neo4j, we are dedicated to helping the world decode the complexities of data. As business, society, and knowledge become more interconnected, our technology fosters innovation by aiding organizations in identifying and understanding data relationships. We are the pioneers of the graph database category, redefining how companies utilize their data to innovate and remain competitive.We are in search of a motivated and dynamic individual who has a fervor for driving new business acquisition and enterprise sales within the Financial Services sector in New York City. In the role of Senior Enterprise Account Executive, you will implement a strategic sales plan aimed at Tier-1 Banking and Global Capital Markets clients in NYC. Your primary focus will be on revenue growth and onboarding new customers, collaborating with cross-functional teams to address critical challenges in fraud detection, anti-money laundering (AML), and real-time risk management.

AECOM is looking for a motivated Consulting Services Intern to join our team in New York City, New York. This internship is anticipated to commence in May 2026.At AECOM, we provide aspiring professionals in undergraduate and graduate programs with the chance to acquire essential hands-on experience in engineering, design, and infrastructure initiatives that create a tangible impact in the world. Our interns engage with advanced technologies, learn industry-leading practices, and collaborate with seasoned experts within a globally recognized firm. This program emphasizes the development of both technical and professional skills while offering networking opportunities to enhance future career prospects. Interns contribute to significant projects that shape communities and the built environment, aligned with AECOM’s commitment to innovation and sustainability.The AECOM Advisory Consulting Internship presents an exciting opportunity for students and recent graduates to gain practical experience in a dynamic consulting and advisory environment. This highly sought-after program is designed for those pursuing careers in economic analysis, economic development, real estate, urban planning, public policy, and data science.Interns will collaborate with peers, junior team members, and senior management to tackle challenges and explore opportunities concerning equitable economic development, real estate development, climate advisory services, and economic diversification among various other core practice areas. Projects may encompass market analysis, funding strategies, adaptive reuse studies, financial feasibility modeling, economic impact assessments, and policy evaluations aimed at addressing economic and demographic disparities.Key Responsibilities:Engage in entry-level assignments aimed at developing professional knowledge and abilities, utilizing standard techniques and procedures.Follow guidance from senior staff to accomplish assigned tasks.Adhere to schedules while delivering high-quality work.Exercise limited judgment on work details and methodological adaptations.Collaborate with fellow interns and juniors on data collection, research, and information synthesis to explore opportunities.

About Neo4j:Neo4j stands at the forefront of graph intelligence, revolutionizing how data is transformed into actionable insights. Our platform empowers the creation of next-generation intelligent applications and AI systems, featuring enterprise-grade knowledge graphs designed for accuracy, transparency, and governance in AI. Trusted by 84 out of the Fortune 100, our solutions offer unmatched graph capabilities that seamlessly integrate across all environments and data sources.Our technology is designed for universal compatibility, supporting dynamic, personalized, and autonomous AI systems. We are committed to delivering rapid results, contextual knowledge, and impactful solutions that enhance both customer and employee experiences.Our Vision:At Neo4j, we are dedicated to helping businesses, societies, and knowledge bases make sense of their data. As connectivity between these elements continues to grow, our technology fosters innovation by enabling organizations to identify and comprehend data relationships. We are pioneers in the graph database domain, reshaping how businesses leverage their data to innovate and maintain a competitive edge.We are looking for an energetic and driven professional who is enthusiastic about business development and enterprise sales in the Financial Services sector in New York City. As a Senior Enterprise Account Executive, you will implement a strategic sales plan directed at Tier-1 Banking and Global Capital Markets clients. Your primary focus will encompass revenue generation and customer acquisition, collaborating with cross-functional teams to address critical challenges in fraud detection, anti-money laundering (AML), and real-time risk management.

Join Our TeamAt OpenAI, we are on a mission to develop safe artificial general intelligence (AGI) that benefits all of humanity. This ambitious journey brings together some of the brightest minds in science, engineering, and business in a collaborative environment.The Go To Market (GTM) team plays a pivotal role in this mission, guiding our customers on how to effectively utilize and implement our advanced AI products within their organizations. Comprising experts in Sales, Solutions, Support, Marketing, and Partnerships, this team crafts innovative solutions to ensure that AI reaches a broad audience.About the PositionAs the Account Director specializing in Financial Services, you will cultivate and maintain executive-level relationships with leading financial institutions. Your expertise will empower these organizations to deploy OpenAI's technology in ways that enhance financial data analysis, automate backend processes, drive AI-enhanced research, and enrich customer interactions.This role requires a unique blend of technical proficiency, business insight, and relationship management skills. You will work closely with researchers, engineers, and financial solution strategists to devise secure and compliant AI solutions that deliver significant business value.Our New York City office operates on a hybrid model, requiring three days in-office each week, and we offer relocation assistance for new hires.Key Responsibilities:Manage a dedicated portfolio of Financial Services accounts, crafting long-term strategic account plans.Oversee intricate sales cycles involving multiple stakeholders across banks, hedge funds, and asset management firms.Collaborate with solutions and research engineering teams to design pilot projects that demonstrate quantifiable business impact.Work alongside compliance, privacy, and security teams to ensure responsible AI deployment in regulated environments.Achieve revenue and consumption targets while managing forecasts and pipeline reporting.Stay informed on industry and regulatory trends to shape customer and product strategies.Represent OpenAI at industry conferences and thought leadership events (e.g., Money2020).Collaborate cross-functionally with marketing, partnerships, and communications to enhance the Financial Services go-to-market strategy.

About AlphaSense: AlphaSense is the trusted partner for the world's leading companies, enabling them to eliminate uncertainties in decision-making. Our innovative platform harnesses AI-driven market intelligence to deliver invaluable insights derived from trusted content sources, including equity research, company filings, event transcripts, expert calls, news, trade journals, and proprietary research. The recent acquisition of Tegus in 2024 enhances our collective mission of empowering professionals to make informed decisions with advanced AI-powered insights. Together, we aim to foster growth, innovate, and expand our content offerings, providing our users with access to an even broader array of insights from diverse content sets. Over 6,000 enterprise clients, including a significant portion of the S&P 500, place their trust in our platform. Established in 2011 and headquartered in New York City, AlphaSense boasts a global workforce of over 2,000 employees, with offices across the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. We invite you to join our dynamic team!About The TeamThe Customer Success division consists of three specialized teams: pre-sales, customer success, and support. This organization is committed to ensuring clients derive maximum value from their investment in our platform, partnering closely with them to achieve significant outcomes and seamlessly integrate AlphaSense into their decision-making processes.By combining industry knowledge, product expertise, and an in-depth understanding of client needs, our team assists organizations in discovering new applications, accelerating platform adoption, and ensuring sustainable long-term growth. Their close collaboration with clients fosters a robust feedback loop, which informs product development, shapes content strategies, and guarantees that the evolving requirements of the financial services sector are consistently addressed by AlphaSense.About the RoleThe Customer Success Manager (CSM) role at AlphaSense is pivotal in ensuring our clients achieve tangible results from their investment in our platform. CSMs collaborate with Account Managers to streamline the customer journey, emphasizing robust product adoption and engagement. You will proactively monitor usage, adoption rates, and account health, while aligning AlphaSense with client objectives and integrating our platform into their daily workflows.

Join Databricks as a Resident Solutions Architect specializing in Financial Services. In this pivotal role, you will collaborate with clients to architect cutting-edge solutions that leverage the power of data analytics and machine learning. Your expertise in financial services will help drive impactful transformations for our clients, ensuring they harness the full potential of our unified data platform.

Join our dedicated team as a Pre-K Teacher in the PHADV I program, where you will play a crucial role in shaping young minds and fostering a love for learning. In this role, you will develop and implement engaging lesson plans that cater to the developmental needs of preschool-aged children. Your expertise in early childhood education will be instrumental in creating a nurturing and stimulating environment that encourages exploration and growth.

About AlphaSense: AlphaSense is the go-to platform for the world’s leading companies seeking to eliminate uncertainty in decision-making. Leveraging advanced AI, we provide market intelligence and insights derived from a wealth of trusted public and private content, including equity research, company filings, event transcripts, expert calls, news articles, trade journals, and proprietary research. In 2024, AlphaSense strengthened its mission through the acquisition of Tegus, enhancing our capabilities to empower professionals with AI-driven market intelligence. Our combined strengths will facilitate growth, innovation, and an expanded content library, enabling users to derive deeper insights from thousands of sources. Trusted by over 6,000 enterprise customers, including a significant portion of the S&P 500, AlphaSense, founded in 2011 and headquartered in New York City, employs over 2,000 professionals worldwide with offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Join us in making a difference!Location: NYC Preferred, Boston/Chicago, RemoteAbout the RoleThe Account Manager position is part of our Financial Services Account Management team, which serves Fortune 1000 firms, asset managers, hedge funds, and investment banks. In this role, you will be responsible for overseeing long-term relationships with a designated portfolio of high-value Financial Services clients. You will act as the primary commercial relationship owner, accountable for renewals, customer health, adoption, and growth. Your goal is to ensure AlphaSense is integrated into daily workflows, delivering measurable business impact.As a trusted advisor, you will engage with stakeholders, from daily users to senior executives, and collaborate closely with Account Executives to identify expansion opportunities, while maintaining accountability for retention and renewals.This dynamic position thrives in a fast-paced environment, where high growth and shifting priorities are the norms. Success will depend on your strong business acumen, ability to navigate ambiguity, clear ownership of outcomes, and your capacity to prioritize effectively while remaining accountable.