Head of Client Advisory

Sydney | Melbourne


Sandstone Technology is a leading Australian Fintech and provider of award-winning digital origination, banking and lending automation solutions. Our cutting-edge software products are implemented in more than 40 financial institutions globally, including major top tier banks.

We have over 350 staff across Australia, Asia and the UK and our business is built around our people and our shared vision of continuous innovation, building market leading products, and partnering with our valued customers to transform banking experiences.


The role:

We currently have an exciting opportunity for Head of Client Advisory to join our leadership team, reporting directly to the General Manager of Origination, AI & Machine Learning. The successful candidate will be fully accountable for the day-to-day management of pre-sales & consulting activity associated with the division. A primary focus of this individual will be to respond to RFI’s and RFP’s by completing detailed tender and design documentation. Additionally, the Head of Client Advisory will eventually establish and lead a team of Solutions Consultants, ensuring that bids are of required quality whilst covering all key areas of the RFI. The successful candidate will have excellent management and employee development skills as well as priding themselves on delivering excellent internal and external customer service.


Key responsibilities include:

  • Prequalification analysis – work with portfolio management and sales teams to prequalify any prospects
  • Thorough customer and competitor research, provide guidance to the sales team accordingly
  • Provide product information to the sales & marketing team to assist in sales pitches and RFI/RFPs – coordinate and contribute to the RFI/RFP process when required
  • Assist with preparation of professional presentation packs
  • Attend and participate in opportunity workshops and meetings
  • Work with UI/UX and technical consultants to prepare demonstration environments
  • Conduct the demonstrations of Sandstone Lending Solution opportunities
  • Develop a clear business and technical understanding of the solution required by the customer
  • Communicate the business and technical requirement to the relevant product managers, product owners, architects, business analysts
  • Stay well informed of key opportunities via call sheets, email, meetings etc
  • Review sales team responses and provide feedback
  • Act as an SME on the market and Sandstone products


About you:

  • Strong understanding of the Banking and Lending Industry in Australia
  • Strong understanding of the loan origination process and functionality
  • Experience of collating and preparing tender responses documents
  • Strong presence and presentation skills
  • Strongly defined time management skills and awareness of deadlines and prioritisation
  • Experience of dealing with complex customer information requests
  • Highly organised and results driven
  • Pro-active solution focused individual
  • Excellent written communication and report-writing skills

About Us

At Sandstone, our people are our number one asset and we believe in providing opportunities for our people to develop and grow their careers through our training and development programs, mentoring and on the job coaching. Our employees enjoy a healthy work life balance with a number of social activities planned throughout the year, socially-distanced these days!) to relax and celebrate successes!    

We offer all employees:

  • Opportunity to for a company servicing the finance industry in Australia, New Zealand and Europe
  • Challenging high-profile projects delivered into complex environments
  • Opportunity to work with a talented, market leading team
  • Competitive remuneration package

Note: Only shortlisted candidates will be contacted.