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About the Role
The Pre-Sales Consultant role is a client-facing position focused on helping organizations understand how AI can address business challenges and how Zafin’s AI Operating System (AIOS) can create business value. This role involves providing solutions consulting to clients, understanding their priorities, exploring AI use cases, and translating business needs into practical solution approaches.
Responsibilities
- Work directly with clients to understand business priorities, operating challenges and opportunities for AI.
- Provide solutions consulting by leading and supporting discovery sessions, workshops and client working sessions.
- Identify and shape AI use cases, workflows, agent opportunities and automations aligned to client needs and business outcomes.
- Translate business problems into clear and practical AIOS solution approaches.
- Develop business value narratives that connect AIOS capabilities to client priorities and expected outcomes.
- Deliver client briefings, presentations, solution walkthroughs and demonstrations tailored to the audience and opportunity.
- Facilitate discussions with business and technology stakeholders to help clients understand how AI can be applied within their organization.
- Lead solutions consulting activities and partner closely with Sales to support client conversations, opportunity development and solution positioning.
- Apply commercial awareness to understand client priorities, decision-making processes and the broader opportunity context.
- Collaborate with AIOS Product, Architecture, Engineering and Delivery teams to develop solutions that are practical and aligned to AIOS capabilities.
- Participate in and lead defined solution validation activities and proofs of value where appropriate.
- Build strong relationships with client stakeholders and contribute to a trusted advisory relationship.
- Bring client and market perspectives into AIOS solution discussions.
- Contribute to reusable use-case assets, presentations, playbooks and other materials that strengthen the AIOS consulting approach.
- Share feedback and lessons from client engagements with the broader AIOS organization.
Requirements
- 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 practical 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 emerging enterprise AI capabilities.
- Ability to identify and shape relevant AI use cases and connect them to business value.
- Strong business storytelling skills and the ability to communicate technology concepts clearly and effectively.
- Strong communication, facilitation and presentation skills.
- Commercial awareness and an understanding of enterprise buying and decision-making processes.
- Strong analytical and problem-solving skills.
- Ability to work effectively across Sales, Product, Architecture, Engineering and Delivery teams.
- Ability to work independently while collaborating effectively on more complex client opportunities.
- Ability to learn quickly and operate effectively in an evolving technology environment.
- Experience with agentic AI, AI automation or enterprise AI initiatives.
- Experience working 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 working across different industries, business functions or use cases.
- Experience developing presentations, use-case materials, solution assets, playbooks or similar client-facing content.
Skills
- AI
- Generative AI
- AI agents
- Workflow automation
- Enterprise AI capabilities
- Solution consulting
- Technology consulting
- Pre-sales
- Business transformation
- Client-facing technology
- Business storytelling
- Communication
- Facilitation
- Presentation
- Commercial awareness
- Analytical skills
- Problem-solving
- Agentic AI
- AI automation
- AI platforms
- Enterprise software
- Workflow technologies
Location
- Toronto, Canada
Work Type
- Hybrid
Experience Level
- 4+ years
- Multiple career levels
Salary/Compensations
- $150K–$165K
Benefits
- Fully company-paid health benefits
- Annual bonus opportunities
- Generous vacation and holidays
- RRSP matching
- Employer-paid insurance coverage
- Wellness resources
- Extensive paramedical benefits
- Competitive salaries
- Annual bonus potential
- Generous paid time off
- Paid volunteering days
- Robust opportunities for professional growth and career advancement
About the Company
- Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered.
- Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments.
- Our portfolio includes Zafin AIOS, an agent orchestration platform for governed AI work; the Zafin Banking Platform, which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO, an integration platform that connects data, systems, and workflows across complex enterprise environments.
- Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific.
- As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale.
Equal Opportunity
- Zafin welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
- Zafin is committed to protecting the privacy and security of the personal information collected from all applicants throughout the recruitment process. The methods by which Zafin contains uses, stores, handles, retains, or discloses applicant information can be accessed by reviewing Zafin’s privacy policy at https://zafin.com/privacy-notice/. By submitting a job application, you confirm that you agree to the processing of your personal data by Zafin described in the candidate privacy notice.