Pre-Sales Director (Banks) - Iopa Solutions : Job Details

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This range is provided by Iopa Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$150,000.00/yr - $175,000.00/yr

About the Company

A leading provider of financial automation and accounting technology solutions is seeking a Pre-Sales Director to support its continued expansion within the banking sector. The company delivers innovative software solutions that help financial institutions streamline complex processes, enhance control and compliance, and drive greater operational efficiency. With a strong reputation for innovation and a growing global presence, the company continues to go from strength to strength, empowering banks to modernize their financial operations.

The Role

As Pre-Sales Director (Banks), you will play a key role in driving business growth by providing deep technical expertise and strategic guidance to banking clients. Partnering closely with the sales team, you will engage with senior decision-makers, demonstrate the value of financial automation solutions, and ensure that the company's offerings align with client needs. This is a critical role that requires a blend of technical knowledge, consultative selling skills, and industry expertise.

Key Responsibilities

• Lead the pre-sales process for banking clients, delivering high-impact product demonstrations and technical presentations
• Collaborate with sales teams to understand client challenges and position tailored solutions that drive business value
• Engage with key stakeholders, including finance, risk, and technology leaders within banks, to understand their needs and influence decision-making
• Provide deep product and industry expertise to support RFPs, client workshops, and proof-of-concept engagements
• Act as a trusted advisor, helping banks optimize financial operations, automation, and compliance processes
• Stay informed on industry trends, regulatory developments, and competitive offerings to maintain a strong market position
• Work closely with product and engineering teams to provide client feedback and contribute to ongoing solution enhancements

Skills & Experience Required

• Strong background in pre-sales, solution consulting, or technical sales within FinTech, SaaS, or enterprise financial software
• Deep understanding of banking operations, financial automation, and accounting processes
• Proven ability to engage and influence senior stakeholders at commercial banks and financial institutions
• Expertise in delivering technical presentations, product demonstrations, and solution workshops
• Strong analytical and problem-solving skills with the ability to translate complex client challenges into actionable solutions
• Excellent communication and interpersonal skills, with a consultative approach to sales
• Ability to work collaboratively with cross-functional teams, including sales, product, and engineering

Why Join?

• Be part of a market-leading financial technology company with a strong track record of innovation and growth
• Lead high-impact engagements with top banking clients, shaping the future of financial automation
• Competitive compensation package with performance-based incentives
• Hybrid working environment with opportunities for professional growth and career advancement

This is an exciting opportunity for a senior pre-sales professional to play a pivotal role in expanding a highly regarded financial technology company's footprint within the banking sector.

Apply today to be part of a company that is transforming financial automation for the banking industry.

Mid-Senior level

Full-time

Sales and Business Development

Banking, Capital Markets, and Technology, Information and Media