Provides subject matter and data analytics expertise in sales opportunities to facilitate the discovery and capture of business needs in order to create opportunities and position appropriate solutions while engendering Client confidence and credibility. The PreSales Consultant will support the product portfolio, with a primary focus on supporting sales programs for primarily existing customers and potentially new customers.
Work closely with Sales Executives and Client Managers as necessary to provide full assistance in support of the successful achievement of DMS sales targets while adhering to cost of sales objectives. Adhere to solution selling techniques in line with the Deluxe sales methodology.
Responsible for aligning capabilities with client business requirements through a professional and ethical business approach which endorses Deluxe’s values and illustrate the value of the solutions to prospects in a compelling business manner.
Participate in the development & completion of submitted RFI/RFP documents, bid coordination, prospect qualification, discovery and requirements gathering, technical and data analytics, and design solution proposals.
Develop credibility and confidence with prospects throughout the sales lifecycle through the demonstration of expertise and strong engagement skills.
Coordinate with Product Management to stay abreast of product roadmap and maintain ability to effectively communicate roadmap to prospects and clients in support of business opportunities. Provide feedback from the market to Product Management and Marketing regarding market evolution including identification of gaps between product functionality and
Education and Experience: Bachelors in Finance, Business Computer Science and 5 years experience or HS/GED and 9 years experience in sales.
Experience with Salesforce.com. Knowledge of the workings of a broad range of financial institutions, financial process and financial instruments.
Knowledge of sales engineering function and sales engineering processes within a software organization.
Preferred Qualifications:
Experience: 6 years of experience with financial institutions or marketing solutions providers. 3 years of experience in sales, pre-sales or implementation of marketing solutions for the financial services industry.
Ability to communicate technical and business information to widely varied audiences. Strong written, verbal and presentation communication skills. Strong analytical skills - both financial and non-financial.
Critical Knowledge/Skills/Abilities
- Builds rapport with clients, team members and leadership
- Understands the client’s needs and offers a solution by matching product features and benefits to their pain points.
- Takes a consultative approach and puts customer’s needs first
- Is able to find leads and build a strong pipeline
- Takes accountability for their actions, progress and results
Additional Basic Qualifications:
Must be 18 years of age or older
Deluxe Corporation is an Equal Opportunity / Affirmative Action employer:
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.
EOE/Minorities/Females/Vet/Disability
Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.
Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to deluxecareers@deluxe.com.
