Pre-sales Solution consultant – Digital Process Automation

Job Description

Role description

We are looking for a passionate, business-savvy and technically-grounded Pre-Sales Solution Consultant to drive our Intelligent Business Automation practice across the banking and financial services sector. This role is central to how we build a compelling, insight-led business case with our banking clients: through structured process discovery, workshops and consultative engagement, the successful candidate will help clients see their own operational friction points - inefficiencies, manual handoffs, compliance bottlenecks and process breakdowns - and articulate why a platformcentric Business Process Automation solution, augmented with Generative and Agentic AI, is the right way to resolve them. This consultative, needs-led approach builds genuine client understanding and creates the pull toward a well-scoped solution, well ahead of and independent of any formal procurement process. The successful candidate will combine strong business analysis

skills in banking processes with a solid technical understanding of how HyperAutomation and Agentic AI platforms integrate with core banking applications and will play a central role as we expand from back-office process automation into Generative and Agentic AI-enabled, customercentric automation.

Key Responsibilities

• Engage consultatively with banking and financial services clients through structured process discovery and workshops, to surface operational friction points and business process pain, and to build a clear, well-articulated case for a platform-centric automation solution.

• Lead pre-sales solution engineering for back-office and content-centric process automation engagements spanning workflow automation platforms, content services / enterprise content management (ECM) platforms for content-centric workflows, intelligent document processing (IDP) and capture platforms, robotic process automation (RPA) platforms for task automation, and business rules and decision management platforms for decision automation.

• Design and position Generative and Agentic AI-embedded automation solutions for document-centric banking workflows, including cross-document consistency checks, document fraud detection, fraud-alert deduplication and AI-augmented credit underwriting, using enterprise agentic AI orchestration platforms and open-source agentic frameworks such as LangChain and LangGraph.

• Collaborate with Business Analysts, Solution Architects and AI Architects to translate discovered business requirements into robust, scalable Intelligent Business Automation solution designs.

• Partner with Business Development Managers and Account Sales Representatives to explore, shape and qualify opportunities across banking and financial services accounts in Sri Lanka, Bangladesh, Maldives and UAE.

• Champion the build-out of a new customer-centric business automation practice around Financial Services specialized CRM, extending our footprint beyond back-office domains (credit, trade finance, HR, branch banking, compliance) into customer-facing automation for banks.

• Position and competitively differentiate N-able's solution engineering expertise and reference implementations against the Business Automation and Agentic AI offerings of competing tier-1 platform providers and technology partners.

• Lead the strategy, planning and technical response to client RFPs and tenders in Intelligent Business Automation, ensuring proposals are technically sound, competitively positioned commercially viable.
• Maintain relationships with key HyperAutomation, Agentic AI and CRM technology partners, participating actively in partner programs and joint business planning.
• Lead the design of Proof of Concepts and pilot projects demonstrating Agentic AIaugmented automation, working closely with solution delivery engineers on execution.
• Ensure proposed solutions align with banking-grade security, scalability, regulatory compliance and measurable business outcomes.

Required Skills & Experience

Functional / Business Analysis Skills

• Proven experience as a business analyst or pre-sales consultant working on banking and financial services processes, ideally spanning credit, trade finance, branch banking, HR or compliance domains.

• Strong ability to elicit, structure and validate business requirements directly with bank stakeholders, including at pre-RFP stage, and to translate ambiguous business needs into clear functional specifications.

• Sound understanding of core banking processes and how they interact with credit origination, underwriting, trade finance and fraud management systems.

Technical Skills

• Hands-on experience designing or architecting Business Process Automation solutions using leading HyperAutomation suites - workflow automation, content services/ECM, intelligent document processing and business rules/decision management - from any tier-1 platform provider (e.g. IBM, Appian, Pegasystems, Microsoft Power Platform, or similar).

• Working knowledge of RPA platforms and how task automation integrates with workflow and content platforms.

• Practical understanding of how Generative AI and Agentic AI technologies can be embedded within business process automation, including enterprise agent orchestration platforms and open-source frameworks such as LangChain and LangGraph.

• Understanding of how BPA and Agentic AI solutions integrate with core banking, trade finance and fraud management applications via APIs, event streams and enterprise integration patterns.

• Exposure to CRM platforms in financial services (Salesformce, BusinessNext or equivalent) is an advantage, as the practice expands into customer-centric automation.

• Awareness of modern cloud-native architectures and how automation and AI workloads are deployed and scaled within enterprise and banking environments.

Pre-Sales & Solution Engineering Skills

• Proven experience as a pre-sales solution consultant or solution architect in business process automation, ideally within banking or financial services.

• Ability to evangelize platform-centric solutions by mapping platform features and functionalities to customer business needs, and articulating sustainable business value.

• Ability to articulate complex technical solutions clearly to both technical and nontechnical banking stakeholders, including senior business sponsors.
• Experience preparing solution proposals covering solution design, technical compliance with RFP requirements, statement of work (SOW), technology justification and key assumptions.

• Experience running consultative, insight-led client engagements - workshops, process discovery sessions, value assessments - that help clients recognize process friction and build the case for a platform-centric automation solution, well ahead of and independent of formal procurement.

Qualifications

• Bachelor's degree in Computer Science, Information Technology, Business Management, or a related field.

• A formal Business Analysis certification — such as CBAP, CCBA (IIBA) or PMI-PBA — is important for this role and will be considered a strong requirement.

• Master’s degree in business administration, Information Technology, Artificial Intelligence or a related field will be an advantage.

• Certifications on business process automation or hyper automation platforms (from any leading tier-1 provider) will be a definitive advantage.

• Certifications in Agentic AI or Generative AI platforms would be a distinct advantage.
• Prior exposure to banking or financial services CRM implementations is desirable but not mandatory.