Presales Solutions Consultant - Data Management

Posted Yesterday
Be an Early Applicant
London, Greater London, England, GBR
In-Office
Entry level
Big Data • Fintech • Financial Services
The Role
Lead presales engagement for FE fundinfo’s Data Mastering and Nexus platform, including tailored demonstrations, presentations, workshops, RFP/RFI responses, and discovery sessions. Partner with commercial, product, customer success, solution architecture, and delivery teams to support new business and upsell opportunities. Gather market intelligence, develop scalable sales materials, contribute to webinars and industry forums, and act as a thought leader in asset management data management.
Summary Generated by Built In

(Internal job title: Market Specialist)

Step into a high-impact role at the forefront of financial data technology, where your expertise will shape how leading asset managers manage, master, and trust their data.

As a Presales Solutions Consultant at FE fundinfo, you will be the commercial voice of our Data Mastering and Nexus platform, engaging prospects and clients throughout the pre-sale journey, championing the solution in the market, and acting as the critical bridge between client needs and our product and delivery teams. This is a role for someone who thrives at the intersection of deep domain knowledge, consultative selling, and genuine thought leadership, with real scope to influence both the commercial roadmap and the way we scale our client engagement approach.

Your key responsibilities as a Presales Solutions Consultant will include:

  • Collaborating with the commercial team to bring new prospect and upsell opportunities to a successful close.
  • Leading prospects and customers through compelling, tailored demonstrations of FE fundinfo's Data Mastering and Nexus platform.
  • Preparing and delivering outstanding presentations and workshops aligned to RFPs, RFIs, and discovery phases that articulate best-practice operating models.
  • Gathering market intelligence from prospective and current customers to act as the voice of the market internally with Product and Customer Success teams.
  • Developing scalable artefacts, scripts, and supporting materials that strengthen both the sales process and proposition alignment.
  • Supporting webinars and speaking at industry forums to build FE fundinfo's profile as a thought leader in data management.

You will need the following experience and skills to join us as a Presales Solutions Consultant:

  • You have extensive experience working within an asset manager or a financial software provider serving the asset management industry.
  • You have a proven background in financial services software consulting, pre-sales, or operational and service delivery.
  • You have a strong ability to map complex financial and business concepts to practical system capabilities in a client-facing context.
  • You are a confident, polished presenter with the skill to simplify complexity while commanding the detail when required.
  • You have a detailed understanding of asset management processes around data management, document production, and dissemination.
  • You are comfortable with occasional travel, including internationally, roughly once per quarter.

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!

At FE fundinfo, we believe that great work happens when people feel supported, connected, and inspired. You will join a collaborative team of specialists — working alongside sales, product managers, solution architects, and delivery teams — where knowledge-sharing and continuous learning are part of everyday life. We offer hybrid and flexible working arrangements, regular team events, and sponsored learning and development opportunities to help you grow your expertise and career with us.

Benefits:

  • 25 days of annual leave with the option to buy an extra 5 days each year.
  • Benefit from enhanced paternity, maternity, and shared parental leave.
  • Secure your future with our pension scheme.
  • Advance your career with sponsored learning and development, including formal qualifications.
  • Private medical insurance as employee wellbeing matters
  • Stay fit with discounted gym memberships.
  • Take advantage of the Bike to Work scheme for eco-friendly commuting.
  • Keep your eyes sharp with eye care and flu jab services.

Apply now and we'll aim to get back to you with feedback within 5 working days.

Skills Required

  • Extensive experience working within an asset manager or financial software provider serving the asset management industry
  • Proven background in financial services software consulting, presales, or operational and service delivery
  • Ability to map complex financial and business concepts to practical system capabilities in a client-facing context
  • Strong presentation skills, including the ability to simplify complexity while maintaining detailed knowledge
  • Detailed understanding of asset management processes involving data management, document production, and dissemination
  • Willingness and ability to travel internationally approximately once per quarter
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The Company
HQ: London
972 Employees

What We Do

FE fundinfo is a leading financial data company connecting asset managers to distributors in the UK, Europe and Asia Pacific. Through our data and intelligence, we empower the investment management industry to drive asset growth, reduce operational costs and manage risk, reducing time to market via preferred distribution channels. Our solutions help our customers manage risk, enhance operational efficiency and drive returns for their investors.

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