Description:
As a Pre-Sales Consultant you will be a Sales focused individual but also someone who has a solutions focused mind to be able to partner with clients and identify the most suitable products for their business. In addition, you will need to work with multiple internal InvestCloud stakeholders to deliver within the Sales team. Now you can grow, within a leading financial services technology innovator with merit driven values and an international culture.
Key Responsibilities
- Collaborate with the Global PreSales Director and local market Sales team to develop new customer business
- Support presales activities including responding to RFP/RFI’s and work closely with product teams to design propositions that position our products
- Partner with Project and Product stakeholders to identify and specify functional system requirements, processes and non-functional requirements during the initial and ongoing sales process
- Analyse client needs and gaps and recommend best possible solutions in conjunction with the presales technology team that are within the capabilities of the product
- Interact with the product and project managers to evaluate new product functionalities and solutions
- Drive the sales process through to completion providing technical support and guidance to both internal and external stakeholders
- Perform and or coordinate walkthrough sessions
- Review and study market changes, keeping up to date on competitor products and developments
Requirements
- Degree in Information Systems, Business Administration, Finance or other related fields
- At least 5 years experience working as Presales.
- Industry knowledge on Private Banking/Wealth Management or Investment Management would be best suited to this role, client facing consulting experience will also be considered
- Experience in Digital Solutions/Products/Transformation Projects
- Experience in client-facing sales, exposure to financial products and some knowledge of software architecture principles is preferred
- Excellent communication skills including a confident presentation style
- A strong sense of work commitment and should be able to handle – in fact, really enjoy! - a fast-paced project environment