Head of Pre-Sales
Core
Strategic Pre-Sales leader shaping the global pre-sales function, translating complex client requirements into process maps and workflows for Sonata One's private fund clearinghouse platform.
Role type
Senior IC Pre-Sales Leader / Strategy-level Pre-Sales Head
Builds
Global pre-sales strategy, scalable solution consulting frameworks, and enterprise sales enablement assets for private markets investors and fund managers.
Domain
Fintech / Private Markets Fund Services
Required skills
Pre-sales leadership, solution consulting, enterprise sales cycle management, private markets ecosystem expertise, technical solution design, RFP/RFI response, stakeholder management, commercial proposal development, product demonstration, cross-functional partnership.
Preferred skills
Experience in fintech, financial services, or SaaS; ability to scale a pre-sales team; deep knowledge of fund administration, KYC/AML, and transfer agency workflows.
Technologies
Sonata One platform, private markets technology stack, RFP/RFI tools, CRM systems.
Responsibilities
Own and develop global pre-sales strategy; lead discovery sessions and product demonstrations for senior stakeholders; translate client requirements into actionable technology and operational solutions; manage complex RFP/RFI responses and enterprise sales processes; coach the commercial organization on pre-sales best practices.
Seniority
Senior, hands-on IC with strategic leadership scope
