Senior Customer Advisor -Financial Sector

 

Customer Advisor Financial Sector 

Hybrid, Dublin

 

About the job

 

Our successful Financial Services Customer Advisory (presales) division is seeking a Presales Advisor with experience within the FS or Banking sectors to join the growing UKI  team.

Partnering with the Account Executive and wider account team, you will provide technical assistance for presales activities, utilising your industry knowledge to articulate both business and technical value of our solutions.

 You will work with the Account Executive and lead teams in all customer related activities involving SAS, whilst ensuring the highest level of customer satisfaction. This role will be based in Marlow or London.

 

 

In this role, you will be responsible for: 

• Building a trusted relationship with the Account Executive, account team and other stakeholders to provide practical guidance in the functional and technical aspects of the proposed SAS solution, whilst setting proper expectations to ensure customer satisfaction. 

• Developing strong strategic partnership with the Financial Services and Banking clients, developing client trust to gain deeper insight into their needs and enhance the SAS/client relationships.

• Supporting sales efforts by outlining product capabilities and leveraging opportunities.

• Delivering impactful presentations on software functionalities, competitive advantages, and business benefits.

• Staying updated on industry trends to identify new opportunities. 

• Supporting partner development & enablement, as well as partnered sales opportunities.

• Conducting discovery meetings to gather and document technical and business requirements.

• Engaging in vendor events to showcase solutions and support business development.

• Developing familiarity with company sales initiatives, product positioning, pricing, proposals, and models.

• Work with the sales team to strategize on customer meetings and align with overall sales plans.

• Participate in training to maintain a deep understanding of SAS offerings. 

• Collaborate with Industry Consultants, Solution Architects and Technical Architects for cross-training and knowledge sharing. 

  

Additional Responsibilities: 

• Leading technical consultations on complex customer systems, leveraging your extensive SAS knowledge. 

• Advising management on process improvements and sales tool effectiveness. 

• Providing strategic insights on incorporating additional SAS solutions into client operations. 

• Contributing to cross-organizational solutions teams to enhance our offerings. 

  

Required Qualifications: 

 As the successful candidate, you will have experience in the following: 

• Industry Expertise: In-depth knowledge of Financial Services or Banking, gained through consulting or direct experience. 

• Customer-Centric: Strong background in customer experience, particularly in presales or consulting roles. 

• Experience: Minimum of 6 years in technology-related fields such as presales, marketing, technical support, or consulting. 

• Leadership Skills: Proven project leadership abilities with a track record of success. 

• Problem Solver: Ability to understand and address customers' technical and business challenges, demonstrating how SAS solutions can help. 

• Independent & Collaborative: Capable of working autonomously and as part of a team. 

• Travel Ready: Willingness to travel as business needs arise. 

• Sales Acumen: Strong understanding of sales strategies and cycles. 

• Communication Skills: Excellent problem-solving, organizational, decision-making, and interpersonal skills. 

• You’re curious, passionate, authentic and accountable. These are our values and influence everything we do. 

  

 

Ideally you will also have: 

• An appreciation of data analytics, risk management or fraud management solutions –full training on SAS will be provided. Any previous knowledge of SAS or competitor solutions would be a bonus but not essential 

 

Diverse and Inclusive

At SAS, it’s not about fitting into our culture – it’s about adding to it. We believe our people make the difference. Our diverse workforce brings together unique talents and inspires teams to create amazing software that reflects the diversity of our users and customers. Our commitment to diversity is a priority to our leadership, all the way up to the top; and it’s essential to who we are. To put it plainly: you are welcome here.

 

 

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Additional Information:

 

SAS is an equal opportunity employer. All qualified applicants are considered for employment without regard to race, color, religion, gender, sexual orientation, gender identity, age, national origin, disability status, or any other characteristic protected by law.

SAS only sends emails from verified “sas.com” email addresses and never asks for sensitive, personal information or money. If you have any doubts about the authenticity of any type of communication from, or on behalf of SAS, please contact [email protected].

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