Jonathan Rayner Step Affiliate
Principal Solutions Consultant @Dynamic Planner
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WORK HISTORY
Principal Solutions Consultant @Dynamic Planner
Reading, GB
Responsible for pre-sales engagement and consultancy to our Large and Enterprise customers in order to deliver them market-leading and award-winning SaaS financial planning solutions.• Supporting customers in realising dynamic business efficiencies, cost savings and revenue transformation by leveraging our comprehensive tech platform.• Consulting on our end-to-end software platform proposition that delivers out-of-the-box Risk Profiling, Cashflow planning, and Reviews and Recommendations.• Exploring API only integrations and custom implementations of Open API Risk Profiling, Review and Cashflow.• Ideating and innovating bespoke service deliveries with customers that produce best-of-breed advice processes for investors• Delivering product demonstrations of all service capabilities to C-suite and other key project stakeholders
EDUCATION
University of Exeter
BA Hons, History & Law
ABOUT JONATHAN RAYNER STEP AFFILIATE
I\'m passionate about helping people and businesses to identify and understand the…
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