Pre-Sales Consultant

The role

You will help organizations understand where AI can address business challenges and how Zafin's AI Operating System (AIOS) can create business value. You will lead discovery sessions, workshops and client briefings, and work closely with Sales.

What you will do

• Work directly with clients to understand business priorities, operating challenges and opportunities for AI.
• Lead and support discovery sessions, workshops and client working sessions.
• Identify and shape AI use cases, workflows, agent opportunities and automations aligned to client needs.
• Translate business problems into clear, practical AIOS solution approaches.
• Develop business value narratives that connect AIOS capabilities to client outcomes.
• Deliver client briefings, presentations, solution walkthroughs and demonstrations.
• Facilitate discussions with business and technology stakeholders.
• Partner with Sales on client conversations, opportunity development and solution positioning.
• Collaborate with AIOS Product, Architecture, Engineering and Delivery teams.
• Lead solution validation activities and proofs of value where appropriate.

Required qualifications

• 4+ years of experience in solution consulting, technology consulting, pre-sales, business transformation or another client-facing technology role.
• Experience providing solutions consulting through client engagements, workshops and solution discussions.
• Strong ability to understand business problems and translate them into technology and AI opportunities.
• Experience working with business and technology stakeholders in enterprise environments.
• Strong understanding of AI, generative AI, AI agents, workflow automation and enterprise AI capabilities.
• Ability to identify and shape AI use cases and connect them to business value.
• Strong business storytelling and ability to communicate technology concepts clearly.
• Strong communication, facilitation and presentation skills.
• Commercial awareness and understanding of enterprise buying and decision-making processes.
• Strong analytical and problem-solving skills.
• Ability to work across Sales, Product, Architecture, Engineering and Delivery teams.
• Ability to work independently and learn quickly in an evolving technology environment.

Nice to have

• Experience with agentic AI, AI automation or enterprise AI initiatives.
• Experience with AI platforms, enterprise software or workflow technologies.
• Experience supporting or leading client workshops, demonstrations, solution validation or proofs of value.
• Experience in banking, financial services or other regulated industries.
• Experience across different industries, business functions or use cases.
• Experience developing presentations, use-case materials, solution assets or playbooks.

Benefits

• Fully company-paid health benefits
• Annual bonus opportunities
• Generous vacation and holidays
• RRSP matching
• Employer-paid insurance coverage
• Wellness resources
• Extensive paramedical benefits
• Paid volunteering days
• Professional growth and career advancement opportunities

Before you apply

• Zafin may use AI and automated technology to screen or assess applicants. Zafin will not use AI to conduct interviews or make hiring decisions.
• Accommodations are available on request for all parts of the selection process.

About the company

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed and delivered. It partners with financial institutions across North America, Europe, the Middle East, Africa and Asia-Pacific.