Advisory Specialist - I (Pre-Sales)

Role Overview

We are looking for an enthusiastic Advisory Specialist - I (Pre-Sales) to join our growing Solutions Consulting team. This is an excellent opportunity for someone with 2–3 years of experience in pre-sales, technical consulting, solutions engineering, or customer-facing technical roles who wants to build expertise in SaaS, AI, and Governance, Risk & Compliance (GRC).

In this role, you will partner with Sales, Solutions Architects, Product, and Engineering teams to support customer engagements, understand business challenges, demonstrate our platform, and help design solution approaches. You will gain exposure to AI-powered SaaS solutions while developing strong technical, consulting, and customer-facing skills.

Key

Responsibilities

• Support the Sales team during customer engagements by providing technical expertise throughout the pre-sales lifecycle.
• Participate in customer discovery sessions to understand business processes, technical environments, and solution requirements.
• Deliver product demonstrations tailored to customer use cases and business challenges.
• Assist in designing solution architectures, implementation approaches, and integration strategies under the guidance of senior Solutions Architects.
• Prepare technical proposals, solution documentation, Statements of Work (SOWs), and responses to RFPs/RFIs.
• Build proof-of-concepts (PoCs), solution prototypes, and demo environments showcasing platform capabilities.
• Develop basic integrations using APIs, SQL, scripting, and automation tools where required.
• Write SQL queries to analyse customer data, validate use cases, and support technical solution design.
• Support AI-enabled customer solutions, including workflow automation, AI assistants, and LLM-powered capabilities.
• Collaborate closely with Product Management and Engineering to communicate customer requirements and technical feedback.
• Stay current with industry trends across SaaS, AI, cloud technologies, governance, risk, and compliance.
• Contribute to internal knowledge sharing, demo assets, competitive intelligence, and reusable solution content.

Required Skills &

Experience

• 2–3 years of experience in Pre-Sales, Solutions Consulting, Sales Engineering, Technical Consulting, Professional Services, or a similar customer-facing technical role.
• Bachelor's degree in Computer Science, Information Technology, Engineering, or a related discipline.
• Good understanding of SaaS products and cloud-based software architectures.
• Basic hands-on programming or scripting experience (Python, JavaScript, C#, Java, or similar).
• Working knowledge of SQL with the ability to query, analyse, and validate data.
• Understanding of REST APIs, integrations, JSON, and web technologies.
• Familiarity with AI technologies, including Generative AI, LLMs, AI assistants, or workflow automation.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills with the ability to explain technical concepts to both technical and business audiences.
• Strong presentation and demonstration skills.
• Ability to work collaboratively across Sales, Product, Engineering, and Customer Success teams.
• Self-motivated with a strong desire to continuously learn emerging technologies.

Preferred / Nice-to-Have

Skills

• Exposure to Governance, Risk & Compliance (GRC), cybersecurity, audit, compliance, or enterprise software solutions.
• Experience with cloud platforms such as AWS, Azure, or Google Cloud.
• Knowledge of Power BI, Tableau, or other reporting and visualisation tools.
• Experience using AI tools such as GitHub Copilot, ChatGPT, Claude, or Microsoft Copilot.
• Familiarity with CRM platforms (Salesforce, HubSpot) and collaboration tools.
• Understanding of enterprise integrations and automation platforms.
• Exposure to technical proposal writing, RFP responses, or proof-of-concept development.
• Relevant cloud, AI, or GRC certifications (completed or in progress).

What Success Looks Like

• Successfully supports customer discovery sessions and technical demonstrations.
• Builds confidence with customers through strong technical knowledge and communication.
• Develops effective proof-of-concepts and technical solution proposals.
• Works collaboratively with cross-functional teams to help progress sales opportunities.
• Continuously expands expertise across SaaS, AI, cloud technologies, and GRC solutions.
• Progresses toward becoming a trusted Solutions Consultant capable of independently leading technical pre-sales engagements.

About Us

Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster.

At Diligent, we're building the future with people who think boldly and move fast. Whether you're designing systems that leverage large language models or part of a team reimaging workflows with AI, you'll help us unlock entirely new ways of working and thinking.

Curiosity is in our DNA, we look for individuals willing to ask the big questions and experiment fearlessly - those who embrace change not as a challenge, but as an opportunity. The future belongs to those who keep learning, and we are building it together.

At Diligent, you’re not just building the future - you’re an agent of positive change, joining a global community on a mission to make an impact.

Learn more at diligent.com or follow us on LinkedIn and Facebook

What Diligent Offers You

• Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients
• We care about our people. Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few
• We have teams all over the world . We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney.
• Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding.

Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability – to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place.

Headquartered in New York, Diligent has offices in Washington D.C., London, Galway, Budapest, Vancouver, Bengaluru, Munich, Singapore and Sydney.  To foster strong collaboration and connection, this role will follow a hybrid work model. If you are within a commuting distance to one of our Diligent office locations, you will be expected to work onsite at least 50% of the time. We believe that in-person engagement helps drive innovation, teamwork, and a strong sense of community.

We are a drug free workplace. Diligent is proud to be an equal opportunity employer.

We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws.

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Diligent's EEO Policy and Know Your Rights . We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. com .

To all recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias, Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes.