Principal Presales Consultant

Vymo transforms how financial institutions manage their distribution networks and collections operations. Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ global financial enterprises, enabling banks and insurers to optimize performance across their distribution channels, and empowering banks to drive operational excellence in collections. Why Global Leaders Choose Vymo Vymo partners with financial institutions through a comprehensive solution that combines deep domain expertise with cutting-edge technology. Our platform's human-centric design, coupled with enterprise-grade scalability and AI-powered intelligence, delivers measurable business outcomes while ensuring high user adoption and engagement. Recognition & Trust ● Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence Capital, and Bertelsmann Investments. ● Trusted by leading global financial institutions including Berkshire Hathaway, AIA, AXA, SBI Life, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more ● Recognized by Celent in their 2024 Distribution Management Solutions report, with an Advanced Functionality ranking. ● Featured in Gartner's Market Guide for Sales Engagement Applications and recognized as a "Strong Performer" in Forrester's Sales Engagement Wave Report. ● Microsoft 'AI for All' award winner for innovation in artificial intelligence The Role As a Principal
- Pre Sales, you will sit at the intersection of enterprise software architecture, executive financial strategy, and business transformation. You will bridge the gap between complex AI-driven technology and prospective client business outcomes, owning the financial justification (ROI, TCO, net revenue uplift) and strategic value narrative for Vymo's largest prospective clients across global BFSI markets.
Working alongside Regional VPs, Account Executives, and Enterprise Architects, you will act as a trusted advisor to CFOs, CROs, COOs, and CIOs, translating technical capabilities into multi-million-dollar business impact. What You will do Strategic Discovery & Enterprise Solution Design
• Run discovery workshops with prospects to identify key business bottlenecks and sales productivity gaps.
• Design secure enterprise architecture blueprints that integrate Vymo with core banking, insurance, and CRM systems. Value Quantification, Proposal Leadership & Proof of Value (PoV)
• Build financial models, ROI business cases, and TCO comparisons to prove the monetary value of Vymo to prospective clients.
• Lead major RFP submissions and Proof of Value (PoV) pilots to demonstrate tangible business impact before contract signing. C-Suite Engagement & Executive Storytelling
• Work directly with C-suite leaders to align Vymo’s platform capabilities with executive-level business goals.
• Translate complex AI features and technical workflows into simple, persuasive stories for non-technical leaders. Cross-Functional Leadership
• Partner with product and engineering teams to share market feedback and improve Vymo's product roadmap.
• Collaborate with implementation and post-sales teams to ensure smooth client onboarding and handover. Experience and Fluency
• Domain Expertise: Strong knowledge of banking and fintech software platforms (e.g., Digital Engagement Platform, core banking, or payment rails)
• Experience & Workflow Depth: 8 –12 years in B2B SaaS Presales, Solutions, or Management Consulting with deep domain expertise mapping BFSI workflows across Lending, Collections, Insurance Distribution, and Sales Productivity.
• Discovery & Value Engineering: Proven track record leading discovery-led engagements to build data-backed ROI/TCO models, commercial pricing structures, and clear financial and operational business cases for C-suite decision-makers.
• Enterprise Sales Partnership: Hands-on experience co-owning complex enterprise sales cycles alongside AEs, effectively balancing customer requirements with commercial viability and post-sale delivery feasibility.
• AI & Tech Transformation: Strong technical ability to translate complex software stack breakdowns, CRM ecosystems, and security standards into clear CXO conversations around AI-enabled operating models, integration architectures, and data governance. Mindset & Core Traits
• Curiosity & Agency: Obsessed with diagnosing root causes before proposing tech; you use discovery to isolate structural problems rather than treating symptoms, building the operational script as you go.
• Grounded Builder: Guided by a natural curiosity that balances customer needs with delivery feasibility; you intuitively map messy enterprise workflows into viable, structured platform frameworks from scratch.
• Diplomatically Direct: Possess the structural thinking and commercial credibility to tell a banking CXO when their legacy process is the bottleneck, balancing customer expectations with realistic commercial boundaries.