Pre-Sales Consultant, Financial Services

Skills

About the Role

As a Pre-Sales Consultant focused on Financial Services, you will work as part of the sales cycle to bridge the capabilities of the technology with the domain-specific needs and workflows of clients. You will drive value to clients, champion their perspective, and play a critical role in defining future use cases for key personas including Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds. You will combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high-impact evaluations. You will engage with decision-makers and users to uncover use cases, run tailored demos, and guide prospects to successful outcomes, while partnering with Product Management and Content teams on future product developments and Betas.

Requirements

• 2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds
• Demonstrated interest in the transformative potential of AI for the financial sector and knowledge of the competitive landscape for GenAI in Financial Services
• Proven capacity to engage stakeholders at all levels and explain technical solutions to business-oriented audiences
• Ability to thrive on autonomy and drive workflow transformation at large financial firms
• Highly articulate, consultative, and confident client-facing approach
• Superior ability to build and maintain strong internal relationships
• Ability to work cross-functionally and distill client feedback to GTM, Product, and Content teams
• Minimum 2 years of work experience in a high growth fintech/SaaS firm in sales, client success, product, or a related client-facing or investment role within the Financial Services industry
• Outstanding oral, written, and presentation skills
• Effective attention to detail, time management, and task prioritization

Responsibilities

• Collaborate closely with Account Executives to take ownership of and run seamless product evaluations to drive new business revenue growth
• Conduct targeted discovery into clients' unique research workflows and pain points to help them leverage AlphaSense for their bespoke use cases
• Continue to seek out and develop new and emerging use cases with clients as capabilities evolve
• Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges
• Build strong rapport with prospects and establish credibility as a domain and product expert
• Translate client feedback and proactively share product & content improvement requests internally

Benefits

• Performance incentives
• Comprehensive health coverage
• Performance-based bonus
• Equity
• Generous benefits program