Senior Presales Consultant

FintechOS

Senior Presales Consultant guiding US banks and credit unions to modernize financial products using FintechOS. Building trust and winning new accounts by showcasing product offerings and capabilities.

Posted 7/25/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates deep product expertise in FintechOS, with the ability to articulate business value and ROI to both business and technical stakeholders. Possesses strong banking domain experience, particularly in origination, lending, and deposits, while effectively navigating regulatory environments.

Highest-signal resume keywords

7+ Years In Presales, Solution Consulting, Or Sales EngineeringStrong Banking Domain ExperienceTechnical Understanding Of APIs And Cloud ArchitectureProven Ability To Quantify ROIExperience With NCUA Regulation And Credit Unions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Solution ConsultingSales EngineeringBusiness Value ArticulationROI QuantificationCloud ArchitectureAPI IntegrationLending KnowledgeDeposits KnowledgeCore Banking UnderstandingRegulatory Compliance

Soft Skills

AutonomousProactiveEffective CommunicationTeam CollaborationStakeholder Engagement

Industry Keywords

FintechCommunity BanksCredit UnionsNCUAFDICOrigination FragmentationDeposit CompetitionCost-To-ServeDecisioningMember-Centric Model

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Be the trusted advisor to prospects and new customers – guiding them on how FintechOS helps them modernize origination, launch products faster, and run a more efficient operation, without a multi-year core replacement.
Develop deep product expertise – know the platform comprehensively, and be the internal go-to for sales, product, and delivery.
Run discovery and showcase the product – lead compelling demos and proofs of concept that make the value tangible for both business and technical stakeholders.
Build the business case – quantify ROI: faster time-to-market, lower cost-to-serve, conversion uplift, and competitive differentiation.
Speak the market’s language – talk credibly about NIM compression, origination fragmentation, deposit competition, and the regulatory realities of NCUA- and FDIC-regulated institutions.
Win as a team – partner with AEs through the full cycle, from first conversation to commercial close, and help win new logos across the US.

Requirements

What you’ll need

7+ years in presales, solution consulting, or sales engineering, selling software or platforms into US financial services.
Strong banking domain experience – you’ve worked with community banks, credit unions, and mid-to-large institutions, and you understand how they buy, operate, and what keeps them up at night.
Real fluency in origination, lending, deposits, and core banking realities – you can hold a credible conversation about workflows, decisioning, regulatory pressure, and cost-to-serve.
Proven ability to straddle business and technical conversations – you quantify ROI with executives and discuss architecture with engineers.
A track record of winning deals by articulating business value, not just features: faster launches, lower costs, competitive edge.
Technical understanding of APIs, cloud architecture, and integrations – you don’t need to code, but you need to speak the language.
Autonomous and proactive – you see the opportunity, shape it, and drive it without waiting for permission.
Stand Out If You Know the credit union world specifically – member-centric model, NCUA regulation, community mission – and can speak to it authentically.

Benefits

Comp & perks

Impact: you’re joining early enough to shape how we sell in the US, what we build, and where we win.
Growth: work alongside institutions like Société Générale and Admiral, and help open a new market.
New logos, real expansion.
Autonomy: we trust you to see the opportunity and own it.
No micromanagement, no bureaucracy.
Team: smart, motivated people tackling one of the hardest problems in financial services.
Diversity: we’re building a place where different perspectives, backgrounds, and ideas make us better.