Technical Solutions Manager
ROLE OVERVIEW
Serve as the technical and commercial architect of every deal. You translate client pain points at global banks and financial institutions into compelling solution designs, build CFO-ready ROI models, and scope proof-of-concept engagements. Deep familiarity with global bank technology environments and enterprise procurement is critical. This role delivers 4x throughput through AI-accelerated research and solutioning.
KEY RESPONSIBILITIES
- Lead client discovery sessions with global bank stakeholders to assess modernization readiness, technology debt, and compliance gaps
- Design solution architectures for application modernization, cloud migration, and data platform engagements in banking and insurance environments
- Build ROI/TCO models and CFO-ready business cases incorporating regulatory cost-avoidance and operational efficiency drivers
- Develop pricing strategies with margin modeling aligned to 40–55% gross margin targets
- Scope proof-of-concept engagements with success criteria mapped to banking-specific outcomes
- Conduct competitive analysis against incumbent providers to differentiate MSS solutions in pursuit situations
- Synthesize research from bank earnings calls, regulatory announcements, and market data to inform solution positioning
- Collaborate with Bid Manager on proposal content, ensuring technical accuracy and alignment with bank procurement requirements
QUALIFICATIONS & EXPERIENCE
- 5+ years in pre-sales, solution architecture, or technical consulting in enterprise IT services, with at least 3 years serving financial services clients
- Demonstrated experience designing solutions for global banks (e.g., JPMorgan, Citi, HSBC, Barclays, Goldman Sachs, Deutsche Bank, Standard Chartered)
- Deep knowledge of application modernization, cloud platforms (AWS, Azure, GCP), and data engineering in regulated environments
- Familiarity with banking technology domains: core banking (Temenos, FIS, Finacle), payments (SWIFT, ISO 20022), capital markets, and regulatory frameworks (Basel III/IV, SOX, GDPR)
- Ability to build ROI/TCO models and present business cases to C-suite stakeholders at global financial institutions
- Experience with MEDDPICC-informed solutioning and Account-Based Selling in large enterprise contexts
- Strong executive communication skills; ability to engage US and European banking leadership
- Comfort with GenAI tools for research synthesis, architecture generation, and documentation
SUCCESS METRICS
Proposals submitted and acceptance rate, average deal size (40–55% margin target), time-to-proposal, POC conversion rate.