Pre-sales Consultant

4 days ago

Sydney, Australia Clarrow Full time

Private Banking/Wealth Management or Investment Management experience desired
- Sydney
- **Private Banking/Wealth Management or Investment Management experience desired**:

- **Sydney**

**About the Company**

Headquartered in Los Angeles with a global presence, the company develops first-class, financial digital solutions, pre-integrated into the cloud. Supporting 700+ institutions with their digital experience via a cloud native stack that uses code generating software to rapidly produce digital experiences that are personalised, engaging, and beautiful. The company is behind some of the most innovative digital wealth transformations at the likes of JP Morgan, Citi, HSBC, Crestone etc. Their modular front-to-back product stack includes client app, advisor portal, CRM, digital advice, robo, onboarding, financial planning, wellness, insurance, trading, performance, risk, portfolio accounting and more.

**The Opportunity**

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 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 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

**NOTE**: Available only to those hold PR or Australia Ciitizenship

Rebecca Herbert

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