Pre Sales Consultant Jobs for OPT Students
Pre Sales Consultant jobs on OPT sit at the intersection of technical knowledge and client communication, making them a strong fit for STEM graduates in engineering, computer science, or business. Most roles qualify for STEM OPT extension, giving you up to three years of work authorization without H-1B sponsorship.
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Get Access To All JobsINTRODUCTION
Candescent is the largest non-core digital banking provider. We bring together the transformative technologies that power and connect account opening, digital banking and branch solutions for banks and credit unions of all sizes on any core. Our Candescent solutions power the top three U.S. mobile banking apps and are trusted by banks and credit unions of all sizes. We offer an extensive portfolio of industry-leading products and services with an extensible ecosystem of out-of-the-box and integrated partner solutions. In addition, our API-first architecture and developer tools enable financial institutions to optimize and expand upon their existing capabilities by seamlessly integrating custom-built or third-party solutions. And our connected in-person, remote and digital experiences reinvent customer service across all channels. Self-service configuration and marketing tools give financial institutions greater control of their branding, targeted messaging and overall user experience. And data-driven analytics and reporting tools provide valuable insights to help drive continued growth and profitability. From conversions and implementations to custom development and customer care, our clients get expert, end-to-end support at every step.
ABOUT THE ROLE
Candescent creates and delivers solutions that help financial institutions serve their Candescent users, expand the services they can support through digital and physical channels and enable revenue growth for the financial institution. Solution Engineers represent the company in prospect and client engagements by facilitating conversations about offering vision, by understanding the financial institutions ecosystem and by delivering compelling and effective sales demos that are tailored to meet the financial institution's specific needs, in line with their digital channel strategy while illustrating the organization’s value proposition through our partnership in service to exceeding our sales and retention goals. Our foundation for success is rooted in innovation and focused on the financial institution, their goals and growth. We create proven banking innovations that give financial institutions the flexibility and control to engage more, retention and cross-sell effectively. Their customers love the experience, and their revenue reflects it. Our team of highly motivated and engaged employees has created breakthrough solutions that change the financial lives of more than 1300 financial institutions. Candescent helps financial institutions optimize their profitability by continuously innovating how businesses and customers optimize their money. Our solutions empower financial institutions and drive industry leading adoption, active use and engagement levels.
Responsibilities
- Represent the Candescent product suite throughout the sales process by preparing and delivering effective demos and presentations to prospects and existing clients in line with their strategic goals and key business drivers.
- Conduct pre-sales consultative conversations with prospects and sales executives to:
- Develop a technical and strategic understanding of a prospect’s business model and strategy
- Determine, recommend, document best fit solutions; conduct based on prospect needs as well as Candescent’s ability to meet customer expectations.
- Ensure proper setting of customer and internal expectations as appropriate in pre-sales process, through assessments, consultations, liaison work with internal subject matter experts.
- Responsible for right products/solutions, generally available or customized, included in prospect proposal and CRM system to meet the prospect’s needs and Candescent’s internal capabilities.
- Align with internal and external stakeholders for proposals for best fit solutions by defining, analyzing, and documenting the prospect’s business and technical requirements.
- Maintain documentation of all prospect project product and configuration-related activities in the project management system to build the proposal to generate a contract.
- Participate in warm handoff and post-warm handoff support for all implementing competitive conversion projects.
- Answer questions about our solutions and strategy from prospects and clients throughout the sales process as well as from employees via a request system within the established service level agreement timeframe.
- Become the subject matter expert (SME) for multiple solutions within the Sales Engineering team which includes staying up-to-date on new feature/functionality, strategy and internally communicating and mentoring Pre-sales, Sales and Relationship Management teams.
- Create and maintain up-to-date resources for others with the organization for assigned SME solutions which may include, but not limited to: technical requirements, PowerPoint presentations, recorded sales demonstrations, KnowledgeBase articles and the interactive sales demo.
- Participate in sales/retention efforts by effectively partnering across the organization to develop and execute on sales opportunities.
- Convey customer and prospect feedback to the broader Solutions & Strategy team through proactive and ongoing communication. In addition, be an advocate within the field to articulate the solution’s strategic direction and priorities to deliver an outstanding financial institution and end user experience.
- Research, understand and share the competitive landscape, as well as Candescent strengths
- Assist with responding to the functional and technical elements of Request for Proposals in collaboration with the Proposal Writing team as needed.
BASIC QUALIFICATIONS
- Bachelor’s degree or equivalent
- 4+ years’ experience in Sales Engineering, Product Training, (or a similar role) Note: Sales Engineer experience often has other titles including Application Engineer, Product Specialist, Solutions Consultant, Field Consultant, Pre-Sales Support and Area Support Engineer
- Demonstrated skills in self-driven solution-oriented approach to work at hand; proactive in problem identification and solution generation. Proven ability to decompose complex problems into fundamental assumptions, unknowns, and actions.
- Excellent and proven presentation skills for both onsite and WebEx deliveries
- Superior writing and verbal communication skills
- Able to work independently
- Solid time management skills
EEO Statement
Integrated into our shared values is Candescent’s commitment to diversity and equal employment opportunity. All qualified applicants will receive consideration for employment without regard to sex, age, race, color, creed, religion, national origin, disability, sexual orientation, gender identity, veteran status, military service, genetic information, or any other characteristic or conduct protected by law. Candescent is committed to being a globally inclusive company where all people are treated fairly, recognized for their individuality, promoted based on performance and encouraged to strive to reach their full potential. We believe in understanding and respecting differences among all people. Every individual at Candescent has an ongoing responsibility to respect and support a globally diverse environment.
Statement to Third Party Agencies
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.
INTRODUCTION
Candescent is the largest non-core digital banking provider. We bring together the transformative technologies that power and connect account opening, digital banking and branch solutions for banks and credit unions of all sizes on any core. Our Candescent solutions power the top three U.S. mobile banking apps and are trusted by banks and credit unions of all sizes. We offer an extensive portfolio of industry-leading products and services with an extensible ecosystem of out-of-the-box and integrated partner solutions. In addition, our API-first architecture and developer tools enable financial institutions to optimize and expand upon their existing capabilities by seamlessly integrating custom-built or third-party solutions. And our connected in-person, remote and digital experiences reinvent customer service across all channels. Self-service configuration and marketing tools give financial institutions greater control of their branding, targeted messaging and overall user experience. And data-driven analytics and reporting tools provide valuable insights to help drive continued growth and profitability. From conversions and implementations to custom development and customer care, our clients get expert, end-to-end support at every step.
ABOUT THE ROLE
Candescent creates and delivers solutions that help financial institutions serve their Candescent users, expand the services they can support through digital and physical channels and enable revenue growth for the financial institution. Solution Engineers represent the company in prospect and client engagements by facilitating conversations about offering vision, by understanding the financial institutions ecosystem and by delivering compelling and effective sales demos that are tailored to meet the financial institution's specific needs, in line with their digital channel strategy while illustrating the organization’s value proposition through our partnership in service to exceeding our sales and retention goals. Our foundation for success is rooted in innovation and focused on the financial institution, their goals and growth. We create proven banking innovations that give financial institutions the flexibility and control to engage more, retention and cross-sell effectively. Their customers love the experience, and their revenue reflects it. Our team of highly motivated and engaged employees has created breakthrough solutions that change the financial lives of more than 1300 financial institutions. Candescent helps financial institutions optimize their profitability by continuously innovating how businesses and customers optimize their money. Our solutions empower financial institutions and drive industry leading adoption, active use and engagement levels.
Responsibilities
- Represent the Candescent product suite throughout the sales process by preparing and delivering effective demos and presentations to prospects and existing clients in line with their strategic goals and key business drivers.
- Conduct pre-sales consultative conversations with prospects and sales executives to:
- Develop a technical and strategic understanding of a prospect’s business model and strategy
- Determine, recommend, document best fit solutions; conduct based on prospect needs as well as Candescent’s ability to meet customer expectations.
- Ensure proper setting of customer and internal expectations as appropriate in pre-sales process, through assessments, consultations, liaison work with internal subject matter experts.
- Responsible for right products/solutions, generally available or customized, included in prospect proposal and CRM system to meet the prospect’s needs and Candescent’s internal capabilities.
- Align with internal and external stakeholders for proposals for best fit solutions by defining, analyzing, and documenting the prospect’s business and technical requirements.
- Maintain documentation of all prospect project product and configuration-related activities in the project management system to build the proposal to generate a contract.
- Participate in warm handoff and post-warm handoff support for all implementing competitive conversion projects.
- Answer questions about our solutions and strategy from prospects and clients throughout the sales process as well as from employees via a request system within the established service level agreement timeframe.
- Become the subject matter expert (SME) for multiple solutions within the Sales Engineering team which includes staying up-to-date on new feature/functionality, strategy and internally communicating and mentoring Pre-sales, Sales and Relationship Management teams.
- Create and maintain up-to-date resources for others with the organization for assigned SME solutions which may include, but not limited to: technical requirements, PowerPoint presentations, recorded sales demonstrations, KnowledgeBase articles and the interactive sales demo.
- Participate in sales/retention efforts by effectively partnering across the organization to develop and execute on sales opportunities.
- Convey customer and prospect feedback to the broader Solutions & Strategy team through proactive and ongoing communication. In addition, be an advocate within the field to articulate the solution’s strategic direction and priorities to deliver an outstanding financial institution and end user experience.
- Research, understand and share the competitive landscape, as well as Candescent strengths
- Assist with responding to the functional and technical elements of Request for Proposals in collaboration with the Proposal Writing team as needed.
BASIC QUALIFICATIONS
- Bachelor’s degree or equivalent
- 4+ years’ experience in Sales Engineering, Product Training, (or a similar role) Note: Sales Engineer experience often has other titles including Application Engineer, Product Specialist, Solutions Consultant, Field Consultant, Pre-Sales Support and Area Support Engineer
- Demonstrated skills in self-driven solution-oriented approach to work at hand; proactive in problem identification and solution generation. Proven ability to decompose complex problems into fundamental assumptions, unknowns, and actions.
- Excellent and proven presentation skills for both onsite and WebEx deliveries
- Superior writing and verbal communication skills
- Able to work independently
- Solid time management skills
EEO Statement
Integrated into our shared values is Candescent’s commitment to diversity and equal employment opportunity. All qualified applicants will receive consideration for employment without regard to sex, age, race, color, creed, religion, national origin, disability, sexual orientation, gender identity, veteran status, military service, genetic information, or any other characteristic or conduct protected by law. Candescent is committed to being a globally inclusive company where all people are treated fairly, recognized for their individuality, promoted based on performance and encouraged to strive to reach their full potential. We believe in understanding and respecting differences among all people. Every individual at Candescent has an ongoing responsibility to respect and support a globally diverse environment.
Statement to Third Party Agencies
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.
How to Get Visa Sponsorship as a Pre Sales Consultant
Lead with your technical background
Pre Sales Consultants bridge product and client. Emphasize your degree field and any hands-on experience with software, systems, or data tools. Employers see technical depth as a differentiator that justifies the effort of OPT hiring.
Target companies with established OPT pipelines
Enterprise software and SaaS companies regularly hire OPT candidates for pre-sales roles. Focus on employers with STEM OPT extension history, since they already understand the authorization timeline and are less likely to withdraw offers late.
Clarify your STEM OPT eligibility upfront
If your degree qualifies for STEM OPT extension, say so early in applications and interviews. It signals three years of authorization without lottery risk, which directly reduces the employer's concern about short hiring windows.
Prepare a clear OPT timeline document
Know your exact OPT start date, end date, and STEM extension deadline. Being able to answer timeline questions precisely and confidently reassures hiring managers who are unfamiliar with F-1 work authorization requirements.
Demonstrate client-facing communication skills concretely
Pre-sales roles require presenting technical solutions to non-technical buyers. Bring specific examples from coursework, internships, or projects where you translated complex ideas for a non-specialist audience. Generic claims won't move the conversation forward.
Highlight experience with CRM or sales tools
Familiarity with tools like Salesforce or product demo platforms signals immediate productivity. Even coursework or internship exposure counts. Employers want pre-sales hires who can contribute from week one, not require months of onboarding.
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Get Access To All JobsFrequently Asked Questions
Can I work as a Pre Sales Consultant on OPT?
Yes, Pre Sales Consultant roles are generally eligible for OPT work authorization as long as the position is directly related to your field of study. Degrees in computer science, engineering, information systems, or business typically satisfy this requirement. If your role involves technical components, you may also qualify for the STEM OPT extension, giving you up to three years of authorization.
Do Pre Sales Consultant jobs qualify for the STEM OPT extension?
Many Pre Sales Consultant positions qualify for STEM OPT extension because they require applied knowledge from STEM degree fields, particularly roles involving software, cloud platforms, or data solutions. Your employer must be enrolled in E-Verify and your degree must appear on the STEM Designated Degree Program list. Confirm eligibility with your Designated School Official before applying for the extension.
How do I find Pre Sales Consultant jobs that sponsor or support OPT students?
Migrate Mate is built specifically for F-1 OPT students and filters Pre Sales Consultant roles by sponsorship willingness and OPT compatibility. Searching there saves time compared to applying broadly and encountering employers who decline to hire on OPT. Focus on enterprise software and SaaS companies, which have the highest rates of OPT and H-1B hiring in pre-sales functions.
What happens to my Pre Sales Consultant job if my OPT expires before I get H-1B sponsorship?
If you're on standard OPT without a STEM extension, you have 12 months of authorization. If your employer files an H-1B petition before your OPT ends and USCIS receives it by April 1, you may receive a cap-gap extension that bridges your status until October 1. The STEM OPT extension provides additional time, making it especially important to pursue if your degree qualifies.
Do I need work experience to get a Pre Sales Consultant job on OPT?
Not always, but it helps significantly. Many employers consider candidates with relevant internships, technical project experience, or coursework in product, engineering, or sales-adjacent fields. Entry-level pre-sales roles, sometimes titled Sales Development Representative or Technical Sales Associate, are more accessible for new graduates. Demonstrating both technical fluency and clear communication skills typically matters more than years of direct experience.
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