Pre-sales Solution consultant – Digital Process Automation

Must have

• 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.
• 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.
• 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.
• 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.

Nice to have

• 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.
• 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.

Technologies

• Agentic AI
• Cloud Native
• CRM
• Generative AI
• LangChain
• LangGraph
• Power Platform
• RPA

Highlights

The role covers clients in Sri Lanka, Bangladesh, Maldives, and UAE. A formal Business Analysis certification (such as CBAP, CCBA, or PMI-PBA) is strongly required. Exposure to CRM platforms and certifications in business process automation or AI platforms are considered advantages. A Master's degree and prior CRM implementation experience are desirable but not mandatory.