Solution Consultant - Personetics - London
(2025-10)
- Partner with enterprise banks across the UK and Europe to shape AI-driven digital banking strategies that lift customer engagement, financial wellness and deposit growth.
- Lead technical discovery with business and technology executives, translating strategic objectives into scalable Personetics solutions.
- Deliver executive-level demos, POCs and business-value presentations that showcase the platform's AI-powered capabilities.
- Advise clients on solution architecture, data integration and deployment approaches alongside internal tech teams and SIs.
- Own complex RFI/RFP responses, technical due diligence, security reviews and architecture discussions throughout the enterprise sales cycle.
- Act as trusted advisor helping FIs define high-value use cases with measurable business outcomes.
- Feed customer insights into Product and Engineering to influence roadmap and innovation priorities.
- Collaborate with Sales, Customer Success and Marketing on industry value propositions, thought leadership and GTM strategy.
Pre-Sales Solutions Architect - Quality Clouds - London
(2023-05 - 2025-09)
- Founding Sales Engineer driving pre-sales strategy and partner enablement across US and UK markets.
- Delivered impactful demos, POCs and value-based presentations showcasing core platform features and AI capabilities.
- Provided technical and strategic guidance on Salesforce and ServiceNow platforms, ensuring adoption and stability.
- Positioned the value of code quality and DevOps to technical and business stakeholders, accelerating development velocity.
- Supported existing customers in adopting new features to maximise realised platform value.
- Acted as trusted advisor across the customer lifecycle, aligning solutions with business outcomes.
- Owned product roadmap conversations, aligning feature evolution with Salesforce platform releases.
- Represented the company at global industry events, communicating business value to prospects, customers and SIs.
- Partnered with Marketing and executive leadership to shape GTM narrative and strategic positioning.
Technical Solution Architect - nCino - London
(2020-11 - 2023-05)
- Lead Architect on a Commercial Loan Origination programme for a tier-1 European bank.
- Ran POCs and enabled partners to translate business requirements into working nCino/Salesforce solutions.
- Collaborated with multiple System Integrators to align on solution design and delivery best practices.
- Built custom extensions on nCino/Salesforce to meet the bank's bespoke requirements.
- Defined integration patterns and design in close partnership with the bank's architecture team.
- Mapped business requirements to platform capabilities across the full commercial loan journey.
- Streamlined the QA framework and embedded post-deployment configuration best practices.
- SME for core nCino product functionality and broader Salesforce capabilities.
- Partnered with the Program Manager to keep feature delivery aligned with sprint commitments.
Principal Sales Engineer - nCino - London
(2018-04 - 2020-10)
- Partnered with Sales, Product and Professional Services to build tailored demo environments for prospect scenarios.
- Led POCs, recommending the strongest technical solution for each bank's business challenge on the nCino platform.
- Designed solutions for new markets including Investor Portal for a global bank, Invoice Financing and Mortgages.
- SME for Mortgages — built demos on Salesforce/nCino and worked with Product to unlock the mortgage-lending segment.
- Deep expertise across nCino data model, product features, UI/UX, integration patterns and configuration best practices.
- Configured nCino for commercial, consumer, retail, asset-finance and mortgage lending lines across the globe.
- Led architecture presentations to prospects, working groups, design authorities and executive leadership.
- Scoped implementation, support model, technical configuration, security and integration requirements during the sales cycle.
- Performed detailed technical analysis for RFI/RFP responses and represented Voice of the Customer internally.
- Ran training webinars for internal teams on new release functionality and demo environment configuration.
Sales / Solution Engineer - Talent Rover (acquired by Bullhorn) - London
(2015-10 - 2018-04)
- Trusted interface with executives and technology leaders, presenting solutions to enterprise clients.
- Ran discovery meetings to uncover technical and business requirements and shape solution scope.
- Formulated technical solutions and effort estimates aligned to client-specific needs.
- Created technical mockups and design artefacts for new product features.
- Led the technology evaluation stage of the sales process as key technical advisor and product advocate.
- Articulated the Talent Rover proposition (built on Salesforce) to both technical and business audiences.
- Recognised for driving impact on non-recurring product revenue (Professional Services on Opportunities).
- Owned discovery, demos, pilots, training, due-diligence and security discussions alongside Account Executives.
- Led RFP and Security Questionnaire responses and advised on integration implementations.
Implementation Manager - Talent Rover - London
(2014-05 - 2015-09)
- Owned deployment plans and Statements of Work across concurrent UK and US projects.
- Partnered with the Database Engineer to ensure clean, efficient data migrations.
- Delivered product demos, business-user training and Administrator training for Super Users.
- Ran requirements workshops and translated business needs into technical deliverables.
- Delivered projects to tight deadlines with proactive risk identification and mitigation.
- Drove Cloud CRM adoption by articulating platform benefits to business users.
- Hands-on Salesforce configuration, reports and dashboards; supported PMs and developers on custom builds.
Salesforce Consultant - T'quila (acquired by Accenture) - London
(2012-09 - 2014-04)
- Analysed client requirements and delivered Salesforce solutions with accurate effort and complexity estimates.
- Defined and assessed solution alternatives, reviewing client documentation for business functions and processes.
- Authored business specifications and acceptance criteria for downstream build teams.
- Delivered conceptual and functional analysis for data and process models, coordinating stakeholders through change.
- Configured and administered Salesforce.com; documented faults, delivered resolutions and retested to standard.
- Built Validation Rules, Workflows, Approval Processes, Apex, Visualforce Pages, data migrations and reports.
- Managed metadata backups across client orgs using Eclipse and Bitbucket.
- Contributed to Radian6 / Marketing Cloud practice development within T'quila.
- Delivered Salesforce user training via remote and on-site sessions.
Associate Consultant - Innoveer Solutions (acquired by Cloud Sherpas) - London
(2012-03 - 2012-09)
- Vocalink: aligned Salesforce UI/UX with the legacy Oracle On Demand app; tested field mapping, layouts and data migrations.
- Vocalink: participated in client workshops, tracked defects and coordinated fixes with the offshore team ahead of daily standups.
- HSBC: delivered a Salesforce application to manage global travel requests for Research Analysts.
- HSBC: gathered requirements, configured Salesforce (workflows, approvals, validation rules, page layouts) and integrated with external systems.
- HSBC: supported UAT, documentation and user manuals for client sign-off.
