CWAN is seeking a knowledgeable and driven Presales Consultant to support our Private Credit business line. In this role, you will be responsible for collaborating closely with sales, product, and solutions teams, serving as a technical expert on our private credit offerings. The ideal candidate will leverage their industry expertise to effectively communicate the value of our solutions to clients and prospects, ensuring a smooth transition from presales activities to implementation.
Key Responsibilities:
Client Engagement:
- Partner with the sales team to understand client needs and objectives, providing tailored solutions that address their specific requirements within the private credit sector.
- Conduct product demonstrations and presentations that showcase the features, benefits, and competitive advantages of our private credit offerings.
Needs Assessment:
- Collaborate with clients to gather requirements and assess their existing processes, identifying opportunities for improvement through CWAN’s solutions.
- Actively listen to client feedback and ensure that insights are communicated to relevant internal teams for potential product enhancements.
Technical Expertise:
- Serve as a Subject Matter Expert (SME) on private credit, staying abreast of industry trends, regulatory changes, and competitive landscape to provide informed guidance to clients and internal stakeholders.
- Prepare technical documentation, including requirement specifications and implementation roadmaps, to facilitate solution delivery.
Collaboration with Internal Teams:
- Work closely with the product and engineering teams to relay client feedback and influence product development based on market needs.
- Coordinate with marketing to contribute to content creation, including case studies, whitepapers, and presentations, that highlight the value proposition of our private credit solutions.
Training and Support:
- Provide training and support to internal sales teams and client-facing staff, ensuring they are equipped with the necessary knowledge and tools to effectively position and sell CWAN’s private credit offerings.
- Assist in the development of training materials and workshops to enhance overall team competence in the private credit domain.
Market Research:
- Conduct research on market trends and competitor offerings to understand positioning and identify areas for differentiation.
- Participate in industry events, conferences, and seminars to represent CWAN and build a network within the private credit community.
Qualifications:
- Bachelor’s degree in Finance, Business Administration, or a related field; advanced degree (MBA or equivalent) is a plus.
- 5+ years of experience in presales consulting, product management, or a similar role within the private credit or broader financial services industry.
- Strong knowledge of private credit products, structures, and market dynamics, including an understanding of risk assessment and investment strategies.
- Excellent communication and presentation skills, with the ability to convey complex concepts to diverse audiences.
- Proven ability to collaborate effectively with cross-functional teams and build strong relationships with clients and stakeholders.
- Self-starter with strong analytical skills and attention to detail, capable of managing multiple projects simultaneously in a fast-paced environment.
NYC salary range: $100k - $130k + RSUs
Chicago/Boise salary range: $80k - $110k + RSUs