Pre-Sales and Implementation Consultant

ABOUT US

Kurtosys is a leading provider of data and content publication platforms designed for asset and wealth managers. Our platform empowers the construction and distribution of essential sales, marketing, and client reporting materials. Founded in 2002, we operate across four global offices and are backed by ISO-27001 certification in information security management. Our team has a wealth of experience in handling large-scale data, information design, industry regulations, and compliance issues.

THE OPPORTUNITY

We are seeking a dynamic consultant to join our team. This unique role combines the excitement of pre-sales consulting with hands-on project delivery, ensuring seamless momentum from sale to implementation.

The successful candidate will be responsible for engaging with prospects, demonstrating our products' value, and then taking ownership of delivering the project through to completion. This end-to-end approach ensures continuity, maintains client relationships, and drives successful outcomes.

This role is ideal for individuals who thrive on variety, enjoy solving complex technical challenges, and are motivated by the satisfaction of unblocking problems and delivering quickly. We offer strong incentives for fast, high-quality delivery.

YOUR KEY RESPONSIBILITIES

Pre-Sales Activities

• Engage with prospects to understand their business needs and technical requirements
• Conduct product demonstrations and technical presentations to potential clients, including enterprise-level organizations
• Build rapport with clients through professional relationship management, demonstrating industry knowledge and business acumen
• Create and deliver proof-of-concept (PoC) and proof-of-value (PoV) demonstrations
• Collaborate with the sales team to close deals and ensure smooth handoff to implementation

Project Delivery & Implementation

• Take full ownership of projects from sale through to completion
• Self-manage deliverables, timelines, and client expectations without relying on external project managers
• Implement our products directly, learning and mastering our tools to deliver solutions independently
• Create comprehensive technical documentation for clients and internal use
• Troubleshoot technical issues and unblock problems proactively

Product Expertise & Development

• Become an expert user of our tools and platforms
• Provide feedback and advocate for product improvements based on client needs and implementation experience
• Stay current with product updates and new features
• Contribute to product knowledge base and best practices

Client Relationship Management

• Maintain strong relationships with clients throughout the project lifecycle
• Communicate effectively with stakeholders at all levels, from technical teams to executive leadership
• Manage client expectations and ensure satisfaction with deliverables
• Act as a trusted advisor on both technical and business matters

PROFECIENCY:

Experience

• Essential:
• 8+ years of experience as a Pre-sales / Solutions Engineer

Technical Ability

• Essential:
• Strong SQL skills with ability to write complex queries and analyse data
• Proficiency in API testing and integration using tools like Postman
• Experience navigating browser developer tools (Network tab, debugging)
• Comfortable with AI-assisted coding tools (e.g., Cursor, GitHub Copilot)
• Ability to quickly learn and master new software platforms and tools
• Experience creating clear, comprehensive technical documentation
• Desirable:
• Experience with financial services or investment management technology platforms
• Knowledge of RESTful APIs and web services
• Understanding of data integration and ETL processes

Industry Knowledge

• Essential:
• Understanding of the financial services and investment management industry
• Ability to engage in meaningful conversations with investment professionals
• Capacity to ask intelligent questions and follow along in technical and business discussions
• Desirable:
• Previous experience working with asset managers, investment firms, or financial technology companies
• Knowledge of regulatory requirements in financial services

Work Ethic

• Essential:
• Self-starter with a "do something" mentality and strong sense of ownership
• Ability to work independently without constant direction or supervision
• Proactive problem-solving approach; does not wait for instructions when stuck
• Dedicated to maintaining momentum and driving projects forward
• Comfortable with hands-on implementation work; not looking to delegate technical tasks
• Reliable, committed, and willing to put in the effort required to deliver excellence

Project Management

• Essential:
• Ability to self-manage projects, timelines, and deliverables
• Comfortable leading client calls and managing stakeholder communications independently
• Strong organizational skills and attention to detail
• Ability to prioritize tasks and manage multiple projects simultaneously
• Experience creating and maintaining project documentation
• Experience with project management tools and methodologies

Culture Fit

• Essential:
• Positive, solution-oriented attitude; no tolerance for excessive complaining
• Genuine belief in and enthusiasm for our products
• Willingness to advocate for product improvements and changes when needed
• Team player who collaborates effectively with colleagues
• Excellent communication skills, both written and verbal
• Motivated by challenges and the satisfaction of solving problems

Client Friendliness

• Essential:
• Exceptional interpersonal skills and ability to build rapport quickly
• Comfortable engaging with clients at all levels, from technical staff to C-suite executives
• Ability to discuss both technical topics and general business matters (e.g., market trends, industry news)
• Professional presence and confidence when presenting to enterprise clients (e.g., BlackRock, other major institutions)
• Strong relationship management skills
• Excellent listening skills and ability to understand client needs

BENEFITS

• Hybrid working environment
• Flexible work hours
• Generous leave policy
• Employee wellbeing program
• Ongoing staff appreciation events
• Access to learning platforms
• Working with experts across the globe

• Opportunity to work with leading organizations
• End-to-end project ownership from sale to delivery
• Direct impact on product development and improvement
• Collaborative, forward-thinking team environment
• Professional development opportunities in both technical and client-facing skills

FINAL THOUGHTS:

Kurtosys is an international, SaaS-based fintech company. We work with cutting-edge technology and are committed to promoting from within, encouraging initiative, and fostering an open culture where innovation thrives. Our goal is to transform how the world’s leading financial services firms engage with their audiences, enabling them to build and nurture long-lasting relationships with their clients.

If you are ready to join a dynamic, innovative, and client-focused team, we would love to hear from you.

Apply now to learn more and become part of the Kurtosys success story!