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

Omnium is the hybrid financial consulting 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 guiding their customers across all channels. This creates modern consulting experiences and efficient processes for banks and insurance companies.

For our Financial Advisory division, we are looking for an experienced pre-sales personality who will provide technical and expert advice to new and existing clients, making the added value of Omnium visible for their specific challenges. You will make the solution speak where it matters: in exchange with subject matter experts and decision-makers at banks and insurance companies.

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

Requirements

Your Tasks

• You will be responsible for expert-technical solution consulting within the sales process and will develop tailor-made solution concepts for Omnium, aligned with the consulting processes and regulatory frameworks of banks and insurance companies.

• You will conceptualize 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 relevant specialists, you will prepare compelling offers and respond to tenders (RFI/RFP). You will coordinate contributions to solution architecture, effort estimation, and competitive positioning.

• You will ensure a structured handover to project management and ensure that the scope of services, assumptions, and client expectations are transparently documented.

• You will actively contribute insights from the market, competition, and client discussions to the further development of Omnium and our value proposition.

• You will conceptualize and design expert client community formats and strategically contribute your expertise to relevant marketing measures.

• You will reliably document relevant client and opportunity information in the designated systems and, if necessary, support commercial coordination in the offer and contract process.

• You will build and continuously develop a robust network with subject matter experts and decision-makers at Swiss banks and insurance companies.

Your Profile

• Several years of demonstrable experience in pre-sales or expert solution consulting for software, platform, or complex consulting solutions, preferably in the financial services sector.

• A profound understanding of client consulting in banks and/or insurance companies, as well as the associated strategic, regulatory, and technological challenges.

• The ability to communicate complex expert and technical issues clearly and convincingly to the appropriate audience.

• Experience in preparing offers and responding to tenders in collaboration with various specialists.

• A structured, independent way of working and enjoyment in taking on continuous responsibility in the pre-sales process, from the initial inquiry to the handover to project management.

• Higher vocational training or a degree in Computer Science, Business Information Systems, Business Administration, or a comparable field.

• An existing network with subject matter experts or decision-makers in the Swiss banking and insurance sector is a plus.

• Very good German and English language skills; French language skills are an advantage.

What awaits you at our company

You will encounter an environment where expertise in financial services, technology, and consulting comes together. We work in a partnership-based, uncomplicated, and equal-footed manner, both with our clients and within the team. Initiative and entrepreneurial thinking are explicitly encouraged here. Knowledge is shared, and we jointly seek the best solution.

You will be given significant scope for action and direct influence on how Omnium is positioned in the market, how we incorporate client feedback, and how we further develop our pre-sales collaboration.

If you enjoy making complex solutions tangible and winning clients for the next step, we look forward to meeting you.

We only consider direct applications for this vacancy.

Benefits

• Private Health Insurance
• Pension Plan
• Paid Time Off
• Work From Home
• Training & Development
• Performance Bonus

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