Pre-Sales Specialist Trading and Investor Solutions
Core
Pre-Sales Specialist supporting the growth of Trading and Investor solutions by acting as a trusted advisor to prospective clients throughout the sales cycle.
Role type
Quota-carrying Pre-Sales Specialist (Solutions Consulting)
Builds
Cloud-based OMS, EMS, and FIX connectivity solutions for investment managers, asset managers, wealth managers, family offices, and institutional investors.
Domain
Financial Technology / Capital Markets / Investment Operations
Deliverable
Product features
Required skills
Pre-sales expertise, trading infrastructure knowledge, capital markets understanding, consultative B2B sales cycle management, solution architecture design, workshop facilitation, business acumen, commercial negotiation
Preferred skills
Portfolio management knowledge, investment accounting, order management, performance measurement, front-to-back platforms, cloud technologies, enterprise SaaS architectures, RFP/RFI processes, CFA/CAIA certification, Swedish language, German language, Italian language
Technologies
OMS, EMS, FIX connectivity, cloud technologies, enterprise SaaS architectures
Responsibilities
Partner with Regional Sales Executives to develop account strategies and drive revenue growth; Qualify client business, functional, and technical requirements; Support commercial negotiations with solution expertise; Deliver tailored product demonstrations, proof of concepts, and solution proposals; Lead discovery workshops to understand client investment processes; Design and present solution architectures; Build trusted relationships with stakeholders across trading, investments, operations, risk, compliance, and technology functions; Articulate business value, ROI, and operational benefits; Collaborate with Product Management, Engineering, Professional Services, and Customer Success teams; Travel regularly across the UK, Nordics, Germany, and Italy.
Seniority
Mid-Senior, hands-on IC with quota responsibility