Value Architect - BFSI

Vymo transforms how financial institutions manage their distribution networks and collections operations. Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ global financial enterprises, enabling banks and insurers to optimize performance across their distribution channels, and empowering banks to drive operational excellence in collections.

Why Global Leaders Choose Vymo

Vymo partners with financial institutions through a comprehensive solution that combines deep domain expertise with cutting-edge technology. Our platform's human-centric design, coupled with enterprise-grade scalability and AI-powered intelligence, delivers measurable business outcomes while ensuring high user adoption and engagement.

Recognition & Trust

Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence Capital, and Bertelsmann Investments.

Trusted by leading global financial institutions including Berkshire Hathaway, AIA, AXA, SBI Life, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more!

Recognized by Celent in their 2024 Distribution Management Solutions report, with an Advanced Functionality ranking.

Featured in Gartner's Market Guide for Sales Engagement Applications and recognized as a

"Strong Performer" in Forrester's Sales Engagement Wave Report.

Microsoft 'AI for All' award winner for innovation in artificial intelligence

The Role

This is not a Solutions Engineer role. The title says Presales the job is transformation consulting without the consulting firm overhead. You will show up before there is anything to demo. You will sit with a collections floor manager and map every failure point in how their team identifies, prioritises, and resolves overdue accounts. You will ask why five times until you find the real problem not the one the Business Head described in the first meeting. And then you will design a solution from that problem outward, not from Vymo's product catalog inward.You will work in lockstep with the Account Directors building ROI cases together, iterating on value propositions together, and continuously improving how Vymo's transformation story lands at each stage of the sales cycle. The Account Executive owns the commercial relationship. You as a Value Architect make them look smarter in every technical and process conversation they walk into.

If you are looking for a role where your primary output is a polished demo and a technically accurate slide deck this is the wrong role. If you are looking for a role where you spend real time understanding how large financial institutions actually work, and then design the change that makes them work better read on.

The best outcome of this role: a Head of Collections at a large NBFC finishes a 60-minute discovery session with you and says 'this person understands our operation better than most of my own team'. That is the standard.

What You Will Do

1. Lead Discovery & Problem Definition

• Lead discovery sessions to understand client processes, operational bottlenecks, and transformation opportunities.
• Use structured problem-solving techniques (process mapping, stakeholder interviews, root cause analysis) to identify underlying business challenges.
• Align leadership, operations, and data perspectives before defining a solution approach.

2. Design Transformation Solutions

• Design solutions that improve business processes and operating models, not just product configurations.
• Partner with clients to co-create scalable, practical solutions aligned with business objectives.
• Define clear success metrics, scope, and implementation hypotheses for pilots and transformation initiatives.

3. Build Business Cases & Value Realization

• Develop ROI models using client data to quantify business impact and value creation.
• Partner with business and finance stakeholders to build credible, defensible value cases.
• Continuously refine business outcomes and value hypotheses as discovery progresses.

4. Partner Closely with Sales Teams

• Work alongside Account Directors throughout the sales cycle, from discovery to deal closure.
• Help shape value propositions, executive presentations, and customer-specific solution narratives.
• Ensure commercial commitments remain aligned with solution feasibility and business outcomes.

5. Build & Scale Presales Excellence

• Develop reusable discovery frameworks, solution patterns, and ROI models that improve team effectiveness.
• Share market, customer, and implementation insights with Product and Engineering teams.
• Represent Vymo's transformation capabilities with customers, industry forums, and BFSI leadership communities.

What You Will Bring

Experience & Fluency

• Experience & Workflow Depth: 5 8 years in Presales, Solutions, or Management Consulting with deep expertise mapping BFSI workflows (Lending, Collections, Insurance Distribution, or Sales Productivity).
• Discovery & Value Engineering: Proven track record leading discovery-led engagements to build data-backed business cases, ROI models, and clear financial/operational outcome recommendations.
• Enterprise Sales Partnership: Experience co-owning complex sales cycles alongside enterprise AEs, balancing customer needs with commercial and delivery feasibility.
• AI & Tech Transformation: Ability to translate complex process breakdowns into clear discussions on AI-enabled operating models, integration architectures, and data governance with CXOs.

Mindset & Core Traits

• Curiosity & Agency: Obsessed with diagnosing root causes before proposing tech; you use discovery to isolate structural problems rather than treating symptoms, building the operational script as you go.
• Grounded Builder: Guided by a natural curiosity that balances customer needs with delivery feasibility; you intuitively map messy enterprise workflows into viable, structured platform frameworks from scratch.
• Diplomatically Direct: Possess the structural thinking and commercial credibility to tell a banking CXO when their legacy process is the bottleneck, balancing customer expectations with realistic commercial boundaries.