Digital Transformation Leader for Financial Institutions

7 days ago


India VeriPark Full time

Company Overview

We are a global technology company with more than two decades of expertise in the Financial Services industry. Our mission is to enable financial institutions to become digital leaders by delivering world-class customer journeys in digital and assisted channels.

We develop omni-channel delivery, customer engagement (CRM), branch automation, and loan origination solutions based on Microsoft technology (Azure, Dynamics 365, Power Platform) for banks and insurance companies worldwide.

With offices in 15 countries from Canada over Europe and the Middle East to Kuala Lumpur, our 900+ colleagues are serving customers in more than 30 countries worldwide.

Learn more about VeriPark.

Estimated Salary:$120,000 - $180,000 per year

Job Description:

Bid Management and Demo Creation

  • Develop and implement a comprehensive bid strategy aligned with organizational objectives.
  • Develop and manage a team of presales demo makers to support the sales organization in closing deals.
  • Analyze client requirements and tailor bid content to align with their expectations.
  • Act as the primary point of contact for client engagements during the bid process, addressing queries and providing clarifications.
  • Build strong relationships with clients and stakeholders to understand their needs and expectations, ensuring bid responses meet and exceed their requirements.
  • Facilitate review meetings to ensure accuracy, compliance, and competitiveness of bid responses.
  • Conduct post-bid analyses and analyze demo metrics to identify areas for improvement.

Key Requirements:

  • 15+ years of proven experience in bid and demo management, with a minimum of 8 years' experience in a leadership or managerial role.
  • Bachelor's degree in business, Computer Science, or a related field (Master's preferred).
  • Prior experience in the Banking, Financial Services, and Insurance (BFSI) domain or IT organizations as a Pre-Sales/Solution Consultant to banks and financial institutions.
  • Thorough functional knowledge of CRM solutions; Dynamics 365 knowledge is preferred.
  • Exceptional project management and organizational skills to manage multiple bids and demos concurrently.
  • Strong written and verbal communication skills with the ability to articulate complex concepts in a clear and concise manner.
  • Excellent team leadership and collaboration abilities, fostering a collaborative environment and encouraging teamwork.
  • Familiarity with various bidding processes, regulations, and compliance standards relevant to our industry.
  • Proficient in negotiation techniques and building strong relationships with clients to support successful bid outcomes.
  • Ability to work with cross-functional teams, fostering collaboration and achieving shared goals.
  • Demonstrated ability to adapt to changing priorities and effectively manage pressure in a fast-paced, deadline-driven environment.

What We Offer:

  • Remote freedom to design your ideal workspace and achieve the perfect work-life balance.
  • A performance-linked bonus as a testament to your dedication.
  • A comprehensive benefits package, including remote work support, health insurance, care program, and online psychological support.
  • Birthday leave to celebrate your special day.
  • Opportunities to develop yourself with VeriPark Academy programs, webinars, and in-house training sessions.
  • A diverse and vibrant community that values diversity and inclusivity.


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