
Financial Product Advocate
2 weeks ago
Product Expert Role
We are seeking a highly skilled Product Specialist to join our team.
Key Responsibilities:
- Serve as the product expert during pre-sales engagements with financial institutions, corporates, or partners.
- Collaborate with the sales team to understand client needs and tailor product demonstrations to showcase features and return on investment.
- Provide technical and functional product knowledge during presentations, requests for proposal, and client workshops.
- Assist in the development of product positioning, competitive analysis, and go-to-market strategies.
- Conduct training sessions for internal teams and end-users to ensure successful adoption.
- Collect feedback from clients and sales teams to inform product development and enhancements.
- Stay updated with industry trends, regulatory changes, and competitor offerings in the fintech and financial services space.
- Support post-sales implementation discussions in coordination with technical teams, ensuring smooth client onboarding.
Requirements:
- Bachelor's degree in Finance, Business, Information Systems, or a related field.
- 2-5 years of experience in product specialist, pre-sales, or business development roles within fintech, banking, or financial software industries.
- Knowledge of financial products (e.g., payments, wealth management, trading platforms, lending solutions, or core banking systems).
- Strong communication and presentation skills, with the ability to translate technical features into business value.
- Experience with CRM tools, product demo platforms, and sales enablement tools is a plus.
- A self-driven, analytical, and customer-oriented mindset.
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