Senior client relations advisor managing strategic group retirement savings accounts for Desjardins. Designing customized solutions, overseeing plan implementations, and supporting sales presentations.
About the role
- Solution Advisor demonstrating Sodales software, training customers, and supporting RFPs. Partnering with sales and technical teams in Toronto’s hybrid delivery organization.
Responsibilities
- Carry out Sodales product demonstrations using standard content/script
- Conduct product trainings for new customers
- Prepare and submit RFP and RFI responses to prospective clients
- Enable partners during key opportunities, including client meetings, demo preparation, and tender processes
- Work with the team on the sales pipeline
- Collaborate with business development teams throughout the sales process to assist with system demonstrations
- Follow up on customer leads and schedule demos
- Conduct customer presentations based on customer needs, ask questions, and create action plans for solution experience teams
- Provide customer demonstration feedback to product teams
- Learn company products and independently present to and answer questions from customer executives
- Schedule and attend meetings, take meeting notes, and perform follow-up tasks
- Write reports, RFP response documents, company brochures, and similar documents as needed
- Build and maintain relationships with Project Owners, IT and Business stakeholders, resource leaders, and technical and business teams
- Travel to customer sites and marketing events with leadership as required
- Help with marketing content and write-ups
Requirements
- Ability to communicate in a business capacity in both Spanish AND English
- Bachelor’s degree in business, Information Technology, Engineering, or a related field
- Ideally 2+ years of experience in a pre-sales, technical consulting, or solution advisory role
- Software or technology industry experience considered an asset
- Knowledge of software development processes
- Knowledge of cloud platforms (e.g., SAP Cloud Platform)
- Knowledge of integration solutions highly desirable
- Proven ability to deliver customer-focused product demos, presentations, and training sessions
- Experience creating RFP responses, Business Requirement Documents (BRDs), and solution designs
Benefits
- Travel to customer sites and marketing events with leadership as required
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