Lead Solutions Consultant
Core
Lead pre-sales consulting and solutioning for corporate lending clients, delivering expert demonstrations, workshops, and RFI/RFP responses to prove the value of Finastra's lending solutions.
Role type
Senior IC Lead Solutions Consultant (Corporate Lending)
Builds
Pre-sales proposals, proof-of-concept workshops, client-facing demonstrations, and strategic solution architectures for lending operations.
Domain
Financial Technology (FinTech) / Corporate Lending / Banking Operations
Deliverable
product features
Required skills
Syndicated Lending expertise, Corporate Lending operations/origination experience, Pre-sales consulting, Client-facing presentation and discovery, RFI/RFP management, Loan IQ solution knowledge, C-suite communication, Banking infrastructure implementation knowledge
Preferred skills
Finastra Lending Portal/Equation/Origination solutions experience, Third-party relationship building, Multi-tasking in fast-paced environments
Technologies
Loan IQ, Finastra Lending Portal, Finastra Equation, Finastra Origination solutions
Responsibilities
Lead client discovery and solutioning for introductory presentations and multi-day proof-of-concept workshops; Configure and maintain demo environments to reflect client usage; Create and review RFI/RFP proposals to improve value propositions; Collaborate with Product Management and Sales teams to align product roadmaps; Provide training and assistance to regional Sales and GSC teams; Assist in developing third-party relationships to support sales targets.
Seniority
Senior, hands-on IC with leadership responsibilities