Pre-Sales Executive CLM
Job Overview
About Karbon
Karbon is Delta Capita’s proprietary technology platform designed to transform client lifecycle management (CLM) across financial services. It enables institutions to streamline onboarding, KYC, and compliance processes through modular, scalable, and intelligent solutions. Karbon is at the forefront of digital transformation in CLM, combining deep industry expertise with cutting-edge technology.
Role Overview
As a Pre-Sales Executive for Karbon, you will play a pivotal role in supporting the sales cycle by demonstrating the value of the Karbon platform to prospective clients. You will work closely with sales, product, and advisory teams to understand client needs, tailor solutions, and deliver compelling product demonstrations. This role requires a blend of technical understanding, commercial awareness, and client-facing confidence.
Key Responsibilities
Client Engagement: Collaborate with sales to understand client requirements and tailor Karbon solutions accordingly.
Product Demonstrations: Deliver high-impact demos and presentations that showcase Karbon’s capabilities and value proposition.
Solution Design: Translate client needs into solution proposals, working with product and advisory teams to ensure feasibility and alignment.
RFP/RFI Support: Contribute to responses for RFPs/RFIs, ensuring technical and functional accuracy.
Proof of Concept (PoC): Support the design and execution of PoCs to validate Karbon’s fit for client environments.
Market Insight: Stay informed on industry trends, competitor offerings, and regulatory developments to inform client conversations.
Sales Enablement: Assist in developing sales tools, demo environments, and technical collateral.