AI & Analytics Pre-Sales Lead — BFSI

Senior Director / AVP Level | Dallas, TX or Austin, TX | Approximately 30% Travel

Position Overview

We are seeking a senior AI & Analytics Pre-Sales Lead to drive technical solution strategy and deal success across Banking, Financial Services, and Insurance (BFSI) accounts. This is a high-visibility leadership role within an established, market-leading AI & Analytics practice with a strong track record of delivering AI solutions in production.

As the technical lead throughout the pre-sales lifecycle, you will own the technical win—from discovery and solution shaping to proposals, demonstrations, and win strategy. You will combine executive-level advisory skills with hands-on technical expertise, personally building demos, prototypes, and proofs of concept using generative and agentic AI technologies.

The role also includes shaping vertical-specific offerings, developing reusable accelerators, and partnering closely with sales, solution architecture, data science, and engineering teams to deliver differentiated client solutions.

About the AI & Analytics Practice

The AI & Analytics practice is a core business area, supporting some of the organization’s most advanced client engagements. It is an established capability with proven experience deploying AI solutions in production—not a nascent function being built from scratch.

The practice spans generative AI, agentic automation, machine vision, deep learning, natural language processing, and reinforcement learning, supported by modern data platforms—including lakes, warehouses, lakehouses, and data meshes—across major cloud environments.

You will join a high-caliber team and help shape the next phase of the practice’s growth, innovation, and market leadership.

Key Responsibilities

Lead the technical pre-sales lifecycle for AI & Analytics across BFSI accounts, including discovery, requirements analysis, solution shaping, and win strategy.
Personally build demonstrations, prototypes, and proofs of concept using generative and agentic AI to showcase practical business applications and emerging capabilities.
Advise client executives on AI adoption, data-platform modernization, capability roadmaps, and process automation.
Shape vertical-specific offerings by defining intellectual property, service offerings, target markets, and lead-generation approaches.
Partner with industry sales teams to identify strategic opportunities and develop account-specific solution strategies.
Drive proposals, RFP/RFI responses, value narratives, ROI models, and client-facing collateral.
Present the organization’s capabilities through sales meetings, executive briefings, workshops, and industry conferences.
Facilitate AI strategy workshops, ideation sessions, and assessments that translate operational challenges into feasible, high-value AI use cases.
Collaborate with solution architects, data scientists, and engineering, DataOps, and MLOps teams to develop demos, PoCs, pilots, and reusable accelerators.
Extend reusable intellectual property and solution assets that can be scaled across multiple clients.
Support practice sales objectives while partnering with sales professionals who retain primary quota ownership.
Develop thought leadership and verticalized offerings that strengthen the practice’s market position.

Qualifications & Requirements

Bachelor’s degree in Computer Science, Engineering, or a related field; equivalent knowledge gained through self-study and professional experience will also be considered. An advanced degree is preferred.
10+ years of overall experience, including substantial experience in pre-sales, solution consulting, practice leadership, or business development for data and analytics solutions.
Demonstrated success leading pre-sales engagements, facilitating workshops, developing proposals, shaping solutions, and supporting complex deal cycles.
Hands-on ability to rapidly build working demos and prototypes using generative and agentic AI tools.
Experience designing and positioning large-scale data and analytics platforms.
Working knowledge of modern AI techniques, including predictive modeling, generative AI, document intelligence, and agentic automation.
Ability to assess what AI capabilities are practical and guide clients toward solutions that deliver measurable business impact.
Understanding of cloud and distributed-systems principles, with experience across platforms such as AWS, Azure, and Google Cloud Platform.
Familiarity with containerization and orchestration technologies.
Experience in Banking, Financial Services, and/or Insurance is strongly preferred.
Excellent written and verbal communication, executive presentation, and interpersonal skills.
Ability to operate effectively in ambiguous environments and bring structure to complex, open-ended problems.
Willingness to travel approximately 30%.

What You Can Expect

You will work with an established team on challenging, high-impact client problems while helping shape the direction of a mature AI & Analytics practice. The role offers opportunities to influence strategic client engagements, develop market-facing solutions, contribute to reusable innovation, and grow professionally in a collaborative environment.

Must Haves
Generative AI and Agentic AI (5+ years), AWS, Azure, and GCP cloud platforms (5+ years), Data & Analytics platforms and architecture (7+ years), Pre-sales and solution consulting (10+ years)