Senior Pre-Sales Specialist

December 14, 2024

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Origin

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Origin is a comprehensive financial platform that offers a suite of products and services designed to help individuals track, invest, and manage their wealth. With a focus on financial planning, investing, budgeting, tax, and estate planning, Origin aims to simplify wealth management for users by providing tools such as financial tracking, investable asset management, and estate planning. Users can access real-time insights from AI-driven analyses and Certified Financial Planners® to make informed financial decisions. With features like automated index investing and thematic stock bundles, Origin helps users grow and protect their wealth efficiently. Origin has been recognized as the 'Best Budgeting App' by Forbes Magazine, showcasing its user-friendly experience and robust features.

Employee Benefits • Financial Wellness • Financial Planning • Financial Wellbeing • Financial Advice

51 - 200 employees

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• Leverage knowledge of Origina’s service offerings and industry • Use consultative selling to understand client needs • Create and deliver detailed presentations to prospects • Analyze support case history of prospective customers to identify pain points • Coordinate all technical presales activity with subject matter experts • Build trusted advisor relationships with clients • Assist sales team with complex queries • Maintain technical information in deal management system • Collate customer success stories • Manage transition of sales opportunities to onboarding process • Identify risks for contract management team • Coordinate with marketing for presales collateral portfolio • Capture important market intelligence on IBM products

🎯 Requirements

• Minimum of 10+ years experience in a similar technical presales/customer success role • Extensive experience of partnering with executive-level cross-functional stakeholders • Ability to juggle multiple tasks simultaneously to meet demanding deadlines • Exceptional interpersonal, networking, negotiation, influencing, listening, presentation and communication skills • Appreciation of the customer, their needs and how to meet them creatively • Ability to maintain a holistic overview of complex situations and deal effectively with difficult issues when they arise • Formal presales/IT consulting, and/or sales training • Ability to work in a way that aligns with our values of Trust, Fairness, Relationships, and Opportunity

🏖️ Benefits

• Competitive compensation that rewards achievement • Hybrid, flexible working model • High-level Health, Dental, and Vision insurance • STD and Life/AD&D cover • 20 days PTO each year • Additional 10 Federal/Regional holidays • Generous Maternity & Paternity leave • 4% 401k match • $200 annual wellness benefit • $1,000 professional development benefit • Employee Assistance Program • Fun and inclusive environment with regular events organized by Engagement, and Inclusion Committees