Presales & Customer Engagement Manager, Fintech

4 weeks ago

Johannesburg, South Africa Optasia Full time

Optasia is a fully-integrated B2B2X financial technology platform covering scoring, financial decisioning, disbursement & collection. We provide a versatile AI Platform powering financial inclusion, delivering responsible financing decision-making and driving a superior business model & strong customer experience with presence in 30 Countries anchored by 7 Regional Offices.

We are seeking for enthusiastic professionals, with energy, who are results driven and have can-do attitude, who want to be part of a team of likeminded individuals who are delivering solutions in an innovative and exciting environment. As a PreSales & Customer Engagement Manager, you will be responsible for harmonizing the company’s product, operations, technical and commercial departments and translate these into solid business propositions. The PreSales & Customer Engagement role is to validate the business case and service description throughout the implementation process and guide/manage the formal agreement with the client.

What you will do

  • Developing and presenting sales propositions
  • Preparing Business Cases and related Service Descriptions
  • Preparing and maintaining sales presentations
  • Coordinating and aligning with product, technical, commercial, finance and legal to prepare winning RFP/RFQ/Tenders responses
  • Maintaining the CRM system for Business Development
  • Participating in sales meetings and occasionally pitching at the CXO level
  • Assisting in market research and competition mapping
  • Proactively scoping the technical solution required to address customer requirements, assessing customers met and unmet needs, and recommending solutions that optimize value for both the customer and the company
  • Securing input from all necessary solution stakeholders within the client
  • Adapting solutions, as necessary, to ensure appropriate support
  • Support the efforts in growing lending and fee revenues by developing new and existing Fintech client relationships
  • Work with cross-functional business partners (risk management, operations, compliance, and treasury services) to execute on new and existing client opportunities
  • Meet or exceed annual budget. Maximize portfolio profitability through appropriate pricing and cross-selling of products and services
  • Support company's strong relationship culture through on-going customer contact, call reports, quality customer service and superior product knowledge
  • Regularly & efficiently, communicate successes and challenges to direct Manager
  • Ability to develop and maintain strong relationships with decision makers at targeted companies and clients
  • Ensure accurate business performance reporting, data quality, KPIs on a daily, weekly and monthly basis

What you will bring

  • Proven track record of at least 3-5 years’ experience in similar role, working for FinTech, Telecom/Technology or Bank’s sector
  • Fluency in English
  • BSc and MA/MSc in Business, Science, Engineering or Marketing. MBA will be considered as a plus

Your key attributes

  • Excellent communication skills and fluent in English
  • Pro-active attitude, hands-on and getting things done
  • Strong problem solving and good skills in financial modelling, using Excel
  • Able to perform under pressure to hit tight deadlines and deliver results in a fast-paced environment, whilst multi-tasking at various projects
  • Customer focused, innovative thinking, self-starter, flexible, highly organized and a strong attention to details
  • Excellent teamwork and interpersonal skills
  • Flexible, eager, ambitious, and adaptable to change
  • Excellent judgment, organizational and problem-solving skills
  • Willingness to travel occasionally under normal circumstances

KPI’s

  • Timely delivery of sales propositions and timely response to RFP/RFQ’s
  • Accuracy of projected Business Cases versus actual service performance
  • Joint ownership of a timely implementation of new services
  • Reporting accuracy on the various systems in place, such as forecasting, budget planning and market intelligence

Why you should apply
What we offer:
Competitive remuneration package
Extra day off on your birthday
Performance-based bonus scheme
All the tech gear you need to work smart

Optasia’s Perks:
Be a part of a multicultural working environment
Meet a very unique and promising business and industry
Gain insights for tomorrow market’s foreground

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