Wealth Dynamix

• Conduct engaging demonstrations and workshops with prospects, partners and clients • Lead or support pre implementation analysis studies • Clearly outline project scopes to meet client needs • Identify which requirements are met via existing capabilities vs requiring product development • Identify and document assumptions that impact project delivery • Collaborate with stakeholders to plan and allocate resources effectively • Prepare and present detailed SOW documents • Work closely with the sales team to address commercial aspects • Collaborate with project teams to prepare for sold projects • Drive continuous improvement programs for demonstration environments • Support the completion of RFIs and RFPs • Contribute to the ongoing evolution of pre-sales methodologies and policies • Ensure the security of systems, data, and people by following company security policies

• Engage with prospects, clients, and partners to showcase product capabilities • Conduct demos and workshops • Lead or support pre-implementation analysis studies • Clearly outline project scopes and identify gaps • Collaborate with stakeholders to plan and allocate resources • Prepare detailed statement of work documents • Work closely with sales to address commercial aspects • Collaborate with project teams for smooth transitions • Drive continuous improvement programs for demonstration environments • Support the completion of RFIs and RFPs