Customer Advisor -Financial Sector

Our successful Financial Services Customer Advisory (presales) division is seeking a Presales Advisor with experience within the FS or Banking sectors to join the growing UKI team. Partnering with the Account Executive and wider account team, you will provide technical assistance for presales activities, utilising your industry knowledge to articulate both business and technical value of our solutions. You will work with the Account Executive and lead teams in all customer related activities involving SAS, whilst ensuring the highest level of customer satisfaction. This role will be based in Marlow, Glasgow, Dublin or London. In this role, you will be responsible for:

• Building a trusted relationship with the Account Executive, account team and other stakeholders to provide practical guidance in the functional and technical aspects of the proposed SAS solution, whilst setting proper expectations to ensure customer satisfaction.
• Developing strong strategic partnership with the Financial Services and Banking clients, developing client trust to gain deeper insight into their needs and enhance the SAS/client relationships.
• Supporting sales efforts by outlining product capabilities and leveraging opportunities.
• Delivers impactful presentations on software functionalities, competitive advantages, and business benefits.
• Maintains and develops relevant knowledge of technical and industry trends to identify impacts and opportunities created by these trends.
• Develop required client relationships to develop client trust and gain deeper insight to client situation, needs, and internal situations, with the intent of developing mutually beneficial long-term SAS/client relationships.
• Conducting discovery meetings to gather and document technical and business requirements.
• Engaging in vendor events to showcase solutions and support business development.
• Developing familiarity with company sales initiatives, product positioning, pricing, proposals, and models.
• Collaborate with Industry Consultants, Solution Architects and Technical Architects as required during sales campaigns and for cross-training and knowledge sharing.
• Strategizes with sales team on objectives of customer meetings, understand how this activity relates to overall sales plan and provides functional leadership for sales opportunities.
• Responsible for all technical sales activity within aligned portfolio of financial services accounts
Additional Responsibilities:
• Leading technical consultations on complex customer systems, leveraging your extensive SAS knowledge.
• Advising management on process improvements and sales tool effectiveness.
• Providing strategic insights on incorporating additional SAS solutions into client operations.
• Contributing to cross-organizational solutions teams to enhance our offerings.
  
  As the successful candidate, you will have experience in the following:
• Industry Expertise: In-depth knowledge of Financial Services (Insurance or Banking), gained through consulting, technical sales or direct experience.
• Customer-Centric: Strong background in customer experience, particularly in presales or consulting roles.
• Experience: Minimum of 6 years in technology-related fields such as presales, marketing, technical support, or consulting.
• Leadership Skills: Proven project leadership abilities with a track record of success.
• Problem Solver: Ability to understand and address customers' technical and business challenges, demonstrating how SAS solutions can help.
• Independent & Collaborative: Capable of working autonomously and as part of a team.
• Travel Ready: Willingness to travel as business needs arise.
• Sales Acumen: Strong understanding of sales strategies and cycles.
• Communication Skills: Excellent problem-solving, organizational, decision-making, and interpersonal skills.
• You're curious, passionate, authentic and accountable. These are our
and influence everything we do. Ideally you will also have:
• An appreciation of data analytics, risk management or fraud management solutions -full training on SAS will be provided. Any previous knowledge of SAS or competitor solutions would be a bonus but not essential