Senior Pre-Sales Consultant Financial Services (m/f/d)

Omnium is the hybrid financial advisory platform from G+D Netcetera for Swiss banks and insurance companies. The solution combines personal advice with digital tools and supports financial institutions in consistently accompanying their customers across all channels. This creates modern advisory experiences and efficient processes for banks and insurance companies.

For our Financial Advisory division, we are looking for an experienced pre-sales personality who advises new and existing customers both functionally and technically and makes the added value of Omnium visible for their concrete challenges. You bring the solution to life where it counts: in exchange with specialist managers as well as decision-makers at banks and insurance companies.

You work closely with Account Management, product managers, and our project teams. Together, you create the foundation for successful closures and a reliable handover to project implementation.

Your tasks

• You are responsible for functional-technical solution consulting in the sales process and develop tailor-made solution concepts for Omnium, aligned with the advisory processes and the regulatory frameworks of banks and insurance companies.
• You design and present product demonstrations, proofs of concept, and workshops that make complex issues tangible for different target groups, from the specialist department to the decision-making body.
• Together with Account Management and the relevant specialists, you create convincing offers and answer tenders (RFI/RFP). You coordinate the contributions to solution architecture, effort estimation, and competitive positioning.
• You ensure a structured handover to the project management and ensure that the scope of services, assumptions, and customer expectations are transparently documented.
• You actively bring insights from the market, competition, and discussions with customers into the further development of Omnium and our value proposition.
• You design and shape functional customer community formats and specifically contribute your expertise to relevant marketing measures.
• You reliably document relevant customer and opportunity information in the designated systems and support commercial coordination in the offer and contract process if required.
• You build a resilient network of specialist managers and decision-makers at Swiss banks and insurance companies and develop it continuously.

Your profile

• Several years of demonstrable experience in pre-sales or in functional solution consulting for software, platforms, or complex consulting solutions, preferably in the financial services environment.
• A sound understanding of customer advisory at banks and/or insurance companies as well as the associated strategic, regulatory, and technological challenges.
• The ability to communicate complex functional and technical issues in a target-group-oriented, clear, and convincing manner. Experience in creating offers and answering tenders in cooperation with various specialists.
• A structured, independent way of working and enjoyment in taking continuous responsibility in the pre-sales process, from the initial inquiry to the handover to project management.
• Higher professional education or a degree in computer science, business informatics, business administration, or a comparable field; an existing network to specialist managers or decision-makers in the Swiss banking and insurance environment is a plus.
• Very good German and English skills; French skills are an advantage.

What awaits you with us

You will encounter an environment where expertise in financial services, technology, and consulting comes together. We work in a partnership-based, uncomplicated manner and at eye level, with our customers as well as within the team. Initiative and entrepreneurial thinking are expressly desired with us. Knowledge is shared, and together we search for the best solution.

In doing so, you receive a lot of creative freedom and direct influence on how Omnium is positioned in the market, how we incorporate customer feedback, and how we further develop our pre-sales collaboration.

If you enjoy making complex solutions tangible and winning customers for the next step, we look forward to getting to know you.

For this vacancy, we only consider direct applications.

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