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Solutions Consultant
DH Corporation
Mequon, WI, United States
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Working as part of the sales team, you will provide support to the sales process through delivery of solution demonstrations and providing subject matter expertise in the proposal process and other pre-sales activities. Maintain and enhance the demonstration environment to maximize efficacy of use case scenarios and in-depth examples.
Responsibilities & Deliverables:
Your deliverables as Senior Solutions Consultant will include, but are not limited to, the following:
• Conduct solution demonstrations at the request of sales team members.
• Maintain and update demonstration systems to ensure complete and accurate data, accounts, product set, and system parameters.
• Develop and update presentation scripts to stay current with product functionality, value propositions, and strategic differentiators.
• Function as subject matter expert in the preparation of request for proposals and other information requests.
• Assist with aligning solutions with prospect needs at the request of sales team members.
• Support sales team members in their efforts to maintain customer retention and client satisfaction.
• Incorporate company knowledge of competitive strengths and weaknesses into solution demonstrations.
• Ensure that identified product gaps are communicated to the Product Management organization.
• Educate sales and sales operation team members on product functionality as needed.
• Act as an on-site booth representative at trade conferences as needed.
• Other duties as assigned.
Knowledge/Skills Required:
• Knowledge of financial institution operations
• Superior communication and presentation skills
• Proven ability to engage financial institution executives
Experience Required:
• 5+ years’ experience working in a financial institution or financial software provider
• 3+ years of experience in commercial lending or commercial servicing.
• Sales demonstrations of financial services software preferred.
Education/Certifications Required:
• Bachelor’s degree or equivalent experience.
• Formal training in presentation skills preferred.
Physical Demands:
• Ability to receive, express, or exchange detailed information through oral and written communication.
• Ability to see and operate a computer.
• Ability to stand, walk, reach, stoop, bend, and lift and carry up to 25 lbs. of weight (laptop, projector, suitcase, etc.).
Work Environment:
• Work is performed in a general office environment.
• Some travel required.
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The above statements describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.