Senior Solutions Consultant, Encompass Corporation

• You are an experienced Pre-Sales Consultant, Sales Engineer, or Solution Consultant with a background in KYC, Customer Due Diligence, or SaaS Fintech
• You thrive in a fast-paced, high-growth tech environment, bringing confidence, technical expertise, and an engaging presence to customer interactions
• Pre-Sales & Solutions Consultancy Expertise: Proven experience in a pre-sales or solutions consulting role for SaaS software solutions, with a strong understanding of both UI and API-based functionalities. Ability to communicate technical concepts effectively to both technical and non-technical stakeholders
• Financial Services, Fintech, & SaaS Expertise: In-depth knowledge of financial services, fintech, and SaaS platforms, including how API integrations facilitate seamless data exchange, workflow automation, and enhanced user experiences. Familiarity with financial institutions’ operational challenges and compliance landscapes
• Technical Background: A degree in engineering, computer science, or a related technical field, or equivalent practical experience. Strong grasp of software development principles, APIs, cloud-based architectures, and modern technology stacks used in fintech and financial services
• Client Engagement & Stakeholder Management: Excellent client-facing skills, with the ability to engage, influence, and challenge both business and technical stakeholders. Experience presenting complex solutions, responding to RFPs, and guiding clients through decision-making processes
• Implementation & Delivery Experience: A track record of successfully implementing new technologies within financial services organizations, ensuring smooth deployment and adoption. Ability to translate client requirements into technical solutions and oversee proof-of-concept (PoC) initiatives
• Strategic Problem-Solving & Risk Mitigation: Ability to anticipate potential challenges in pre-sales engagements, product implementation, and API integrations. Experience developing proactive mitigation strategies to ensure project success and minimize risks

Desirable

• We are currently looking for a Senior Solution Consultant to work alongside our Global Solutions Design and Delivery team and collaborate with Product, Engineering, and Delivery teams to progress deals through our sales process
• You will partner with prospects to prove value, define use cases, and drive transformational change. Post-contract, you will support the client through requirements finalisation, project planning, and execution to ensure a successful implementation and value realisation
• Liaise directly with technical teams in client organisations to manage and run Proof of Value (POV) projects, including process mapping, baseline results, side-by-side comparisons, and business case development
• Explain and demonstrate all platform functionality with confidence and clarity
• Articulate how Encompass aligns with customer target operating models and industry standards
• Be the point of contact for prospects’ technical and product questions, including responding to RFP/RFI requests
• Represent Encompass at key conferences and marketing events, evangelising our platform’s AI and automation capabilities
• Capture and communicate local market requirements to Product for roadmap consideration
• Manage vendor assessment processes, including security reviews and liaising with technical colleagues for in-depth responses
• Capture and document program scope, ensuring a smooth transition from pre-sales to post-sales
• Lead interactive workshops with clients and prospects to fully understand their requirements
• Design and execute client training and rollout plans, working alongside Customer Success teams
• Provide expert guidance on automated policy design and best practices as part of the Policy Design Authority Board
• Maintain client engagement post-sale, identifying opportunities for additional value-driven, billable work
• Contribute to initiatives that drive client adoption, accelerate sales cycles, and improve operational efficiency
• Develop tools, reports, and methodologies that enhance the efficiency and effectiveness of sales and customer operations

• 1. Initial Screening:
• This usually starts with a phone screen conducted by HR
• 2. Assessments: Talent Team Review
• Depending on the role, there may be assessments, such as the OMG, to evaluate sales aptitude and behaviors
• 3. Shortlist
• 4. Interview with Head of Sales
• 5. Panel Interview
• Depending on the role, there may be a final interview with the hiring manager or a panel
• 6. Offer and Onboarding:
• If successful, a job offer is made, followed by onboarding, which can include background screening and other necessary steps