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Solution Consultant

Finastra

Finastra

Software Engineering, Sales & Business Development
Lake Mary, FL, USA
Posted on Dec 6, 2025

Who are we?


At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.

Job Description

What will you contribute?

The Global Solution Consulting (GSC) team collaborates with Finastra’s sales, marketing, product management, professional services, and customer support teams to drive business success through pre-sales activities, demos, and RFI/RFP management. For the Treasury and Capital Markets team in the Americas, Finastra seeks motivated, performance-driven individuals to engage with sales teams, customers, partners, and prospects, supporting revenue growth across North and South America. This role involves external engagements, close collaboration with internal teams, and positioning Finastra’s solutions to meet client needs through discovery visits, opportunity qualification, tailored value propositions, and product demonstrations.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Collaborate with sales representatives throughout the lifecycle of the sales campaign, including exploratory meetings, consultative solution selling demonstrations and workshops, and gap analysis to ensure cross-team alignment in customer engagement and produce best-in-class winning solutions

  • Supports and tailors regional specific and global campaigns. Drives value proposition and execution.

  • Preparation of RFI/RFPs replies to assure the solution is presented according to the key criteria of the prospect/client

  • Create solution design documentation - both internally and externally to the customers - which includes data flow diagrams, description of application components and ownership of the functional responses within the RFI/RFP documents

  • Develop and update presentation scripts to stay current with product functionality, value proposition and strategic differentiators.

  • Facilitation of customer product/application understanding through presentations and demonstrations

  • Attend internal sales and demo excellence training courses

  • This job involves short trips across the region

KNOWLEDGE / SKILLS

  • Knowledge of financial institution operations

  • Excellent oral and written communication skills, interpersonal skills, and professional presentation skills

  • English and Spanish proficiency

  • Proficient using virtual meeting tools such as Microsoft TEAMS and WebEx

  • Ability to work independently and within a team environment

  • Proven ability to engage financial institution executives

EXPERIENCE:

  • 3+ years’ experience working in a financial institution or financial software provider

  • Sales demonstrations of financial services software preferred

  • Treasury/Capital Markets experience is a plus


EDUCATION / CERTIFICATIONS:

  • Bachelor’s degree or equivalent experience

  • Formal training in presentation skills preferred

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:

· Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.

· Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.

· Medical, life & disability insurance, retirement plan, lifestyle and other benefits*

· ESG: Benefit from paid time off for volunteering and donation matching.

· DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).

· Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.

· Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.


*Specific benefits may vary by location.

At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.

Be unique, be exceptional, and help us make a difference at Finastra!

Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.