Solutions Consultant

7 months ago

Sydney, Australia Invesco Full time

intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that we grow best - as people and businesses - by working together and always striving to get better without fearing failure.
- We’re not looking for a ‘culture fit’. We want you to bring your unique skills and perspectives and add to our culture, not conform to it. This isn’t about finding the person who fits in; we want people who stand out.
- Who is intelliflo?
- Sound financial advice has the power to transform lives and should be accessible to the many, not the few. intelliflo widens access to financial advice through leading technology that powers the advisory experience.
- We use open software architectures and unmatched industry experience to simplify a complex digital landscape and help advisors flourish and grow. Our solutions support over 30,000 financial advisors globally, who represent over three million households with over USD 1 trillion assets.
- intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.

**Job Description**:
We seek a Solutions Consultant to join our Sales Solutions team.

Your Role:
Your role will be to deliver high quality and engaging demonstrations of intelliflo’s technology to potential customers. You will be adept at describing our feature rich tools in a technical manner but equally capable of explaining these in a simple way which is easy for potential customers to understand. You will also be comfortable in taking that technical knowledge and contextualizing it, explaining how our technology meets the needs of potential customers and their clients. Working with potential customers all the way up to C-Suite level will be second nature to you.

You will have the capacity to learn technical information at a deep and broad level. And have a curious nature, wanting to understand the outcomes that a potential customer wishes to achieve. Combining both of these aspects will allow you to come up with creative solutions which demonstrate how our technology will meet the needs of our potential customers.

What you will be responsible for:

- You will work closely with global Sales Teams, supporting engagements with potential customers.
- Demonstrate intelliflo’s solutions and associated integrations in line with the requirements of potential customers. Present solutions to potential customers in the form of custom solution demonstrations and presentations (both in person and via web conference).
- Prepare custom workshops to be presented within the existing suite of intelliflo solutions.
- Where required deliver discovery and assessment workshops with potential customers, understanding their requirements and documenting their needs.
- Identify solutions that address the needs of potential customers within intelliflo’s solutions and document any limitations.
- Consult with operational and technical intelliflo-wide colleagues to clarify intent, identify issues, and suggest a course for the potential customer.
- Propose immediately available customer solutions and proposed future enhancements. Document these solutions for the customer's understanding where required.
- Engage the Customer Project Managers; provide examples and flowcharts as needed.
- Be actively involved in analysis, solution design, communication and implementation across all business channels where required.
- Function as the technical point of contact for global Sales Teams.
- Respond effectively to technical and process questions received via RFP/RFI’s and serve as technical support during the sales cycle.
- Ensure the best practice advice journey is continually reviewed and updated and supported across all Sales Teams.
- Understand the full intelliflo customer journey, appreciate the key role Sales and Solutions play in that journey and be mindful of the impact we can make on others if we don’t deliver on our responsibilities.
- Engage with colleagues from the other teams in the Customer Journey such as Marketing, Project Management, Implementation and Customer Relationship. From time to time supporting those teams with different types of activities.

Skills & Experience you bring:

- Strong presentation skills.
- Proven pre-sales consulting or solutions engineering experience.
- Knowledge and understanding of integrated multi-channel technology solutions (Financial Services preferable).
- Must be IT literate and competent in Excel, Word and understand all Web Browser capabilities.

Knowledge required:

- A strong understanding of SaaS models.
- Financial Services Background and an understanding of the UK Financial Services marketplace.

Education required:

- A Certificate or Diploma in Financial Planning is desirable.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

intelliflo’s workplace model is designed to capture the b

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