Responsibilities
- Enhance the presales engagement approach for both partner and direct accounts, covering deal structuring, pipeline reviews, and sales cycle efficiency to improve effectiveness.
- Create a model for evaluating partner client needs to uncover opportunities for improving business processes.
- Deliver assessment results consistently to prospects, clients, and partner representatives to confirm sales opportunities and support advancement through ROI-based validation.
- Build a standardized method for creating and presenting sales content tailored to a partner’s distinct value proposition as needed by sales or channel teams.
- Design and implement functional solution demonstrations specific to channel partners to demonstrate how their offerings best meet client requirements.
- Improve the process for responding to functional and technical aspects of RFI and RFP submissions, ensuring alignment with decision criteria for bank channel partners.
- Develop and deliver standardized training programs for technical sales directors, direct sales teams, and operational staff within the channel partner ecosystem.
- Create a structured handoff process to ensure seamless transfer of accounts from sales to delivery teams.
