ServiceNow
Senior Presales Solution Consultant, CRM Workflows - Financial Services
Be an Early Applicant
The Senior Presales Solution Consultant supports sales in the Financial Services sector by delivering solutions, conducting workshops, managing customer relationships, and configuring demonstrations, while also ensuring alignment between customer needs and product features.
Company Description
It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
Job Description
The Senior Presales Solution Consultant is a technical consultant with the advanced ability to develop, position and deliver product-specific solutions during sales cycles while achieving quarterly and annual sales objectives for an assigned territory.
As Senior Presales Solution Consultant for our CRM business unit, you will be responsible for supporting the sales effort in the Financial Services vertical, including product customer requirements gathering, demonstrations, product configuration for proof of concepts, and participation in marketing events. Good customer service skills, the ability to learn quickly; along with the ability to translate technical capabilities into benefits is crucial. You will be the product expert that conveys value to address customers' business issues.
What you get to do in this role:
Qualifications
To be successful in this role you have:
Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
8+ years of pre-sales solution consulting or sales engineering experience in Customer Experience, Customer Service Management, CRM, or Customer Engagement industry
Experience working on complex deals with customers in the FSI vertical
Proficiency with the ServiceNow platform or technical expertise with cloud software solutions
Pitch perfect communication, writing and presenting skills
Demonstrated relationship building skills, with proven success at developing and nurturing relationships up to and including C-level
Experience speaking with both business decision makers, and technical decision makers, with the ability to effectively communicate ServiceNow value proposition and key differentiators to prospects
Experience working collaboratively across a complex sales eco-system, with account teams, sales leadership, commercial, product management, product marketing, partners, and professional services
Demonstrated territory management skills, including pipeline building and working closely with Sales counterpart to drive execution excellence
Creative problem-solving skills with a growth mindset and desire to work in a fast-paced, high growth organization
Organized and detail-oriented
A high degree of passion, energy and drive
Willingness to travel as necessary
Additional Information
Work Personas
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work. Learn more here .
Equal Opportunity Employer
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
Accommodations
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact [email protected] for assistance.
Export Control Regulations
For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
From Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license.
It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
Job Description
The Senior Presales Solution Consultant is a technical consultant with the advanced ability to develop, position and deliver product-specific solutions during sales cycles while achieving quarterly and annual sales objectives for an assigned territory.
As Senior Presales Solution Consultant for our CRM business unit, you will be responsible for supporting the sales effort in the Financial Services vertical, including product customer requirements gathering, demonstrations, product configuration for proof of concepts, and participation in marketing events. Good customer service skills, the ability to learn quickly; along with the ability to translate technical capabilities into benefits is crucial. You will be the product expert that conveys value to address customers' business issues.
What you get to do in this role:
- Support solution sales as a technical and domain expert of a client-facing sales team
- Help develop and contribute to sales campaigns focused on CRM in the Financial Services market
- Contribute and maintain a showcase of CRM solutions created on the ServiceNow platform
- Lead discovery workshops to determine customers' business challenges and deliver product demonstrations to align our solution with customer needs
- Handle product feature and technical questions from customers, channel partners and ServiceNow colleagues
- Configure demonstration environments to address customer requirements and business issues
- Deliver product demonstrations to customers and products, in person, and through WebEx
- Provide feedback to product management about product enhancements that can address customer needs and drive additional business value
- Share best practices and known solutions with other Solution Consultants to enhance the quality and efficiency of the other team members
- Stay current on competitive analyses and understanding differentiators between ServiceNow and its competitors.
- Communicate with both business and technical decision makers
- Responding to Request for Information/Proposal documents
- Supporting Marketing events - user conferences, trade shows, analyst demonstrations, webinars etc...
- Act as the ServiceNow subject matter expert at executive briefings / marketing events
Qualifications
To be successful in this role you have:
Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
8+ years of pre-sales solution consulting or sales engineering experience in Customer Experience, Customer Service Management, CRM, or Customer Engagement industry
Experience working on complex deals with customers in the FSI vertical
Proficiency with the ServiceNow platform or technical expertise with cloud software solutions
Pitch perfect communication, writing and presenting skills
Demonstrated relationship building skills, with proven success at developing and nurturing relationships up to and including C-level
Experience speaking with both business decision makers, and technical decision makers, with the ability to effectively communicate ServiceNow value proposition and key differentiators to prospects
Experience working collaboratively across a complex sales eco-system, with account teams, sales leadership, commercial, product management, product marketing, partners, and professional services
Demonstrated territory management skills, including pipeline building and working closely with Sales counterpart to drive execution excellence
Creative problem-solving skills with a growth mindset and desire to work in a fast-paced, high growth organization
Organized and detail-oriented
A high degree of passion, energy and drive
Willingness to travel as necessary
Additional Information
Work Personas
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work. Learn more here .
Equal Opportunity Employer
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
Accommodations
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact [email protected] for assistance.
Export Control Regulations
For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
From Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license.
Top Skills
Ai-Powered Tools
Cloud Software Solutions
CRM
Servicenow
Similar Jobs at ServiceNow
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Provide high-touch executive support including complex calendar management, travel booking (including multi-destination/visa support), expense reconciliation (Concur), meeting coordination across time zones, drafting correspondence and presentations, and proactively optimizing leadership time while mentoring peers.
Top Skills:
Zoom,Microsoft Word,Microsoft Excel,Microsoft Powerpoint,Microsoft Outlook,Box,Concur,Google Docs
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Provide technical pre-sales support for ServiceNow solutions: lead discovery workshops, deliver demos, answer technical questions, guide strategic account programs, feed product management, and support events to drive sales outcomes.
Top Skills:
AICloud SoftwareServicenow
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Lead and develop a Solution Consulting demonstration capability and team of early-career presales consultants. Build repeatable demo processes, DemoHub/ DemoCenter programs, video demo assets, and partner with marketing and field teams to drive pipeline and scale capability globally.
Top Skills:
Servicenow,Ai,Democenter,Demohub
What you need to know about the Edinburgh Tech Scene
From traditional pubs and centuries-old universities to sleek shopping malls and glass-paneled office buildings, Edinburgh's architecture reflects its unique blend of history and modernity. But the fusion of past and future isn't just visible in its buildings; it's also shaping the city's economy. Named the United Kingdom's leading technology ecosystem outside of London, Edinburgh plays host to major global companies like Apple and Adobe, as well as a growing number of innovative startups in fields like cybersecurity, finance and healthcare.
