• Lead pre-sales discovery and consultative engagements with prospects and account executives to deeply understand their business model, strategic goals, and technical requirements. • Architect and recommend best-fit solutions—standard, configured, or custom—that align with both the prospect’s needs and Candescent’s delivery capabilities. • Create clear, compelling solution designs, including architecture diagrams, product configurations, integration approaches, and implementation roadmaps. • Set accurate expectations with prospects and internal teams through formal assessments, workshops, and collaboration with subject-matter experts. • Own the technical and functional sections of proposals and ensure all solution details are accurately reflected in the CRM and proposal documentation. • Collaborate on responses to RFIs/RFPs in partnership with the Proposal team. • Provide warm handoff and post-sale transition support for complex implementations and competitive conversions. • Maintain up-to-date knowledge of the competitive landscape, Candescent’s product roadmap, and industry trends in digital banking. • Act as a trusted advisor by answering technical and strategic questions from prospects, clients, and internal teams within established SLAs. • Contribute to retention and expansion efforts by identifying upsell/cross-sell opportunities during client engagements.