Senior Pre-Sales Consultant Financial Services (m/f/d)

About the job

Omnium is the hybrid financial advisory platform from G+D Netcetera for Swiss banks and insurance companies. The solution combines personal advice with digital tools and supports financial institutions in consistently accompanying their customers across all channels. This creates modern advisory experiences and efficient processes for banks and insurance companies.

For our Financial Advisory division, we are looking for an experienced pre-sales professional who advises new and existing customers both technically and professionally and makes the added value of Omnium visible for their specific challenges. You bring the solution to life where it matters: in exchange with specialists and decision-makers at banks and insurance companies.

You work closely with account management, product managers, and our project teams. Together you lay the foundation for successful deals and a reliable handover to project implementation.

Your tasks

• You are responsible for the professional and technical solution consulting in the sales process and develop tailored solution concepts for Omnium, aligned with the advisory processes and regulatory frameworks of banks and insurance companies.
• You design and present product demonstrations, proofs of concept, and workshops that make complex issues tangible for different target groups, from the specialist department to the decision-making body.
• Together with account management and the relevant specialists, you create convincing offers and respond to tenders (RFI/RFP). You coordinate contributions to solution architecture, effort estimation, and competitive positioning.
• You ensure a structured handover to project management and ensure that the scope of services, assumptions, and customer expectations are transparently documented.
• You actively contribute insights from the market, competition, and customer discussions to the further development of Omnium and our value proposition.
• You design and shape professional customer community formats and bring your expertise specifically into relevant marketing measures.
• You reliably document relevant customer and opportunity information in the designated systems and support commercial coordination in the offer and contract process if required.
• You build a robust network with specialists and decision-makers at Swiss banks and insurance companies and continuously develop it.

Your profile

• Several years of proven experience in pre-sales or professional solution consulting for software, platform, or complex consulting solutions, preferably in the financial services environment.
• A solid understanding of customer advisory at banks and/or insurance companies as well as the associated strategic, regulatory, and technological challenges.
• The ability to communicate complex professional and technical matters clearly, convincingly, and appropriately for the audience. Experience in preparing offers and responding to tenders in collaboration with various specialists.
• A structured, independent working style and enjoyment in taking continuous responsibility in the pre-sales process, from the first inquiry to handover to project management.
• Higher vocational training or degree in computer science, business informatics, business administration, or a comparable field. An existing network with specialists or decision-makers in the Swiss banking and insurance environment is a plus.
• Very good German and English skills; French skills are an advantage.

What to expect from us

You will find an environment where expertise in financial services, technology, and consulting come together. We work in a partnership-based, straightforward, and equal manner, both with our customers and within the team. Initiative and entrepreneurial thinking are expressly encouraged. Knowledge is shared, and together we seek the best solution.

You will have plenty of creative freedom and direct influence on how Omnium is positioned in the market, how we incorporate customer feedback, and how we further develop our pre-sales collaboration.

If you enjoy making complex solutions tangible and winning customers for the next step, we look forward to getting to know you.

For this vacancy, we only consider direct applications.