Pre-sales Consultant

About Zeta

Zeta is a Next-Gen Banking Tech company that empowers banks and fintechs to launch banking products for the future. It was founded by

Bhavin Turakhia and Ramki Gaddipati in 2015.

Our flagship processing platform - Zeta Tachyon - is the industry’s first modern, cloud-native, and fully API-enabled stack that brings

together issuance, processing, lending, core banking, fraud & risk, and many more capabilities as a single-vendor stack. 20M+ cards have

been issued on our platform globally.

Zeta is actively working with the largest Banks and Fintechs in multiple global markets transforming customer experience for multi-million

card portfolios.

Zeta has over 1700+ employees - with over 70% roles in R&D - across locations in the US, EMEA, and Asia. We raised $280 million at a

$1.5 billion valuation from Softbank, Mastercard, and other investors in 2021.

Learn more @ www.zeta.tech, careers.zeta.tech, Linkedin, Twitter

The Presales Consultant will be a strategic technical advisor and product expert, supporting the sales and product teams to deliver customized banking technology solutions to potential clients. This role involves demonstrating in-depth knowledge of banking products, understanding client-specific needs, and creating value-driven solutions that align with industry trends.

Key Responsibilities

• 1. Client Engagement & Solution Design:
• a. Collaborate with potential banking clients to understand their business requirements and technology challenges.
• b. Develop and propose customized banking technology solutions that align with the client’s business needs, regulatory requirements, and digital transformation goals.
• c. Conduct detailed product demonstrations, workshops, and technical deep dives to highlight the value and capabilities of the solutions.




2. Product Expertise & Technical Consultation:

• a. Serve as a subject matter expert on the company’s banking technology suite, including digital banking platforms, core banking systems, payments, lending, and compliance modules.
• b. Advise clients on technical and business aspects, ensuring the proposed solution meets both functional and compliance needs in the banking sector.




3. RFP/RFI & Proposal Management:

• a. Lead the response to RFPs, RFIs, and other client proposals, ensuring high-quality, technically accurate, and competitive responses.
• b. Translate complex technical concepts into clear, compelling proposal content that addresses client pain points and regulatory compliance aspects.
• c. Conduct competitive analysis and help the sales team position the company’s products uniquely.




4. Industry Knowledge:

• a. Stay updated with banking regulations, industry standards, and emerging trends in banking technology (e.g., API integrations, UPI, digital payments).




5. Sales Enablement & Collaboration:

• a. Work closely with sales, product management, and engineering teams to ensure alignment on client requirements and solution features.
• b. Provide feedback on client needs to the product team, helping shape the product roadmap and improvements




6. Stakeholder Relationship Building:

• a. Build and maintain relationships with key client stakeholders, providing a trusted advisor role throughout the presales process.
• b. Ensure clients understand the technical and functional benefits of the proposed solutions to drive decision-making.

Requirements

• 
  

Education: Bachelor’s degree in Information Technology, Computer Science, or a related field; a Master’s degree or equivalent experience in banking technology is a plus.




Experience:

• 5+ years of experience in presales, solutions engineering, or consulting in banking technology or fintech environments.
• Strong background in digital banking, payments, core banking systems, and/or regulatory technology solutions.




Technical Skills:

• Proficiency with banking solutions, API integration, cloud technologies, and fintech innovations.
• Familiarity with banking regulatory standards, data security, and compliance requirements.




Soft Skills:

• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving skills, with the ability to translate technical information into business language.
• Ability to manage multiple client engagements simultaneously and meet tight deadlines.

Why Join Us

• This role offers the chance to work at the intersection of technology and banking, providing cutting-edge solutions to some of the largest financial institutions. If you have a passion for banking technology and a knack for creating impactful client solutions, we would love to meet you!

Zeta is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applicants from all backgrounds, cultures, and communities to apply and believe that a diverse workforce is key to our success