Daniel D.
Senior Presales Consultant @Corlytics
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WORK HISTORY
Senior Presales Consultant @Corlytics
New York, NY, US
Act as a trusted advisor to global financial institutions by delivering compelling solution presentations and product demonstrations tailored to regulatory compliance and risk management needs.• Collaborate with Sales, Product, and Engineering teams to shape client-specific solutions, translating complex requirements into actionable technical and strategic deliverables.• Own the technical sales lifecycle including discovery, qualification, proof-of-concept (POC) planning, and proposal development, resulting in increased client conversion and shorter sales cycles.• Deliver regulatory technology (RegTech) demos that highlight the value of Corlytics\' automated horizon scanning, regulatory taxonomy mapping, and risk classification tools.• Lead discovery workshops with legal, risk, and compliance stakeholders to uncover pain points, identify regulatory gaps, and position Corlytics as a strategic partner.• Support RFP/RFI responses with deep product knowledge and domain expertise in regulatory change management, financial supervision, and global compliance frameworks.• Train and mentor junior presales team members, standardizing best practices across presentations, demo environments, and client engagements.• Contribute to go-to-market initiatives, including competitive analysis, customer journey mapping, and feature prioritization based on frontline client feedback.
EDUCATION
Arizona State University
Bachelor of Science (BS)
ABOUT DANIEL D.
As a Senior Presales Consultant at Corlytics, I specialize in bridging the gap between complex regulatory technology and the evolving compliance needs of global financial institutions. I partner with legal, risk, and compliance teams to deliver compelling product demonstrations, lead strategic discovery workshops, and shape tailored SaaS solutions that address real-world regulatory challenges.
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