Senior Presales Consultant

Posted 3 Days Ago
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London, Greater London, England, GBR
In-Office
Senior level
Fintech • Payments • Software • Financial Services
The Role
Lead presales activities for complex enterprise software opportunities in banking and financial services. Responsibilities include discovery workshops, solution design, product demonstrations, proposals, RFP responses, proof-of-concept activities, stakeholder engagement, deal strategy, feasibility assessment, and handover to delivery teams. The role requires translating business and technical needs into compelling solution propositions while collaborating with sales, product, delivery, security, and legal teams.
Summary Generated by Built In

Job Summary:

As a Senior Presales consultant, you will support our continued international growth and contribute to complex enterprise sales opportunities within the Banking and Financial Services sector. Acting as a trusted advisor to prospective clients, the successful candidate will combine strong business understanding, solution consulting expertise and technical awareness to translate customer needs into compelling, value-driven software solutions.Working closely with Sales, Product Management, Professional Services and Delivery teams, you will take ownership of the solution narrative throughout the presales lifecycle, from discovery and qualification to demonstrations, proposals, workshops and handover to implementation.

What You Will Do:

  • ·     Lead discovery sessions and stakeholder workshops to understand business objectives, operational challenges, functional requirements and technical constraints.
  • ·     Translate customer needs into tailored solution propositions, high-level designs, use cases and clear business value narratives.
  • ·     Prepare and deliver engaging product presentations, demonstrations, solution walkthroughs and executive-level briefings for business and technical audiences.
  • ·     Support the end-to-end sales cycle, including opportunity qualification, solution scoping, proposal development, RFI/RFP responses, proof-of-concept activities and commercial discussions.
  • ·     Coordinate input from Sales, Product, Delivery, Information Security, Legal and other subject-matter experts to produce accurate, consistent and competitive responses.
  • ·     Assess solution fit and implementation feasibility, identifying assumptions, dependencies, risks, integration considerations and required third-party components.
  • ·     Build trusted relationships with prospective clients and position Profile Software as a strategic technology partner.
  • ·     Partner with Account Executives to develop deal strategies, address objections and strengthen the business and technical case for the proposed solution.
  • ·     Maintain deep knowledge of Profile Software solutions, product roadmaps, deployment models and relevant market developments across banking, investment management and financial technology.
  • ·     Capture market and client feedback and collaborate with Product teams to support product positioning and future enhancements.
  • ·     Contribute to reusable presales assets, including demo scenarios, proposal content, solution documentation, presentations and best-practice material.
  • ·     Ensure a structured handover of the agreed solution scope and commitments to Delivery and implementation teams.

Requirements

What you will need to have

Knowledge and Experience

·     Bachelor’s degree in Computer Science, Information Technology, Engineering, Finance, Business Administration or a related field. A postgraduate degree will be considered an asset.

·        At least 8 years of relevant experience in presales, solution consulting, business consulting, product consulting, or enterprise software delivery, preferably within the Banking, Investment Management, Wealth & Asset Management, Financial Services, FinTech industries.

·     Proven experience supporting complex B2B enterprise software sales cycles and engaging with both senior business stakeholders and technical teams.

·     Demonstrated ability to run discovery workshops, analyse requirements and convert them into structured solution proposals and compelling presentations.

·     Hands-on experience with software demonstrations, RFI/RFP responses, solution scoping and proof-of-concept activities.

·     Good understanding of enterprise software architectures, APIs and integrations, data flows, cloud or SaaS deployment models, security principles and implementation considerations.

·     Knowledge of banking, investment management, lending, payments, digital banking, treasury or related financial services domains will be considered a strong asset.

·     Excellent written and verbal communication skills in English. Additional languages will be considered an advantage.

·     Availability for business travel when required.

Skills and Competences

·     Strong consultative approach and the ability to uncover the business drivers behind customer requirements.

·     Excellent presentation, storytelling and stakeholder management skills.

·     Commercial awareness and the ability to articulate measurable business value.

·     Analytical thinking, structured problem-solving and attention to detail.

·     Ability to simplify complex business and technical concepts for different audiences.

·     Confidence in managing multiple opportunities and priorities in a fast-paced, international environment.

·     Collaborative mindset, ownership and a strong customer focus.

·     Fulfilled military obligations, where applicable.


Benefits

What we offer

·     Competitive remuneration package.

·     Private medical and life insurance.

·     Meal vouchers / Ticket restaurant card.

·     Training and development opportunities within a market-leading, fast-growing organization.

·     Exposure to a multinational environment and global teams.

·     A collaborative and inclusive workplace culture focused on innovation and growth.

If you want to be part of one of the top leading software firms in the FinTech industry internationally, we want to hear from you!

We are an equal opportunities employer. All applications will be treated with strict confidentiality. By submitting your CV, you accept the content of our Privacy Policy, and consent to the processing of your data as part of this application.

Skills Required

  • Bachelor's degree in Computer Science, Information Technology, Engineering, Finance, Business Administration, or a related field
  • At least 8 years of relevant experience in presales, solution consulting, business consulting, product consulting, or enterprise software delivery
  • Experience in banking, investment management, wealth and asset management, financial services, or FinTech
  • Experience supporting complex B2B enterprise software sales cycles
  • Experience engaging senior business stakeholders and technical teams
  • Experience running discovery workshops, analyzing requirements, and developing structured solution proposals
  • Hands-on experience with software demonstrations, RFI/RFP responses, solution scoping, and proof-of-concept activities
  • Understanding of enterprise software architectures, APIs, integrations, data flows, cloud or SaaS deployment models, security principles, and implementation considerations
  • Knowledge of banking, investment management, lending, payments, digital banking, treasury, or related financial services domains
  • Excellent written and verbal communication skills in English
  • Additional language proficiency
  • Availability for business travel when required
  • Postgraduate degree
  • Fulfilled military obligations, where applicable
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The Company
HQ: Athens
240 Employees

What We Do

Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the Middle East, Asia, Africa and the Americas delivering market-proven solutions to the Investment Management and Banking industries. Profile Software is recognised as an established and trusted partner by international industry-specific advisory firms.

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