Presales Consultant

3 days ago

Sydney, Australia InvestCloud Full time

**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 from a well-recognized University
- At least 5 years work experience as Presales Consultant.
- 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 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

LI-CE1

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