Solutions Consultant

D3 Banking Technology is seeking a Solutions Consultant with a financial industry background for its growing team.  This role plays a key role in the sales cycle and also serves as a digital banking Subject Matter Expert, representing D3 from the beginning stages of the sales cycle through transition to project implementation.

The ideal candidate will have extensive experience working with large financial institutions both pre- and post-contract. This individual excels at identifying prospect pain points and requirements associated with the prospect’s desire to replace their existing system. This individual is exceptional at demonstrating D3’s best in breed digital banking solution and its’ differentiation in the market. Equally important to communicating with prospects is the ability to communicate internally within D3, ensuring that product management, architecture, and support organizations are set up for success in addressing prospect requirements. This individual enjoys working in a fast-paced, innovative and collaborative work environment.


  • Represent D3 Banking’s solution throughout the sales process, preparing and delivering effective demos and presentations to prospects that reflect the prospects’ strategic goals and key business drivers
  • Promote the inherent power of the D3 solution within the industry and internally at D3
  • Lead the Request for Proposal (RFP) process, identifying sales strategy, prospect specific value proposition, and delivery which includes both functional and technical aspects of the proposal
  • Serve as the initial subject matter expert (SME) within the Sales team for all D3 products
  • Convey client and prospect feedback to the broader D3 team
  • Participate in the onboarding process of Solution Consultants as well as Sales Representatives
  • Track and communicate market trends and opportunities that have potential to influence product direction and strategic initiatives
  • Stay abreast of new product functionality as well as strategic initiatives, attending D3 product webinars and sprint demos
  • Manage demo system functionality, assessing and prioritizing enhancement priorities
  • Ensure the transition from sales cycle to support is smooth, communicating prospect objectives and requirements so expectations are clearly understood and well represented in the project kickoff phase of implementation
  • Manage Customer Relationship Management and other tools used for tracking sales activities

Ideal Qualifications:

  • Bachelor’s degree or equivalent work experience
  • Minimum 5 years experience in the finance industry, preferably including experience with digital enterprise level banking applications
  • 2+ years experience in Sales Engineering, Product Training, (or a similar role) preferably with financial services industry products. Note: Sales Support often has other titles including, Solutions Sales, Product Specialist, Solutions Consultant, Field Consultant, Pre-Sales Support, and Area Support Engineer
  • Excellent and proven presentation skills for both onsite and virtual meeting delivery
  • Strong leadership, time management and problem solving skills
  • Superior writing and verbal communication skills
  • Proficiency in using Microsoft Office applications and
  • Must be able to function both autonomously and within a team environment
  • Good organizational skills and ability to multitask
  • Travel required – approximately 30%

Apply Here

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