Pre-Sales Consultant, Financial Services
Core
Pre-Sales Consultant supporting Corporate vertical clients (Strategy, Competitive Intelligence, Corporate Development, Investor Relations) in TMT, Healthcare, Energy, CPG, and Consulting sectors to drive new business revenue through product evaluations and use case development.
Role type
Pre-Sales Consultant (Corporate Vertical)
Builds
Product evaluations, tailored demos, and bespoke use cases for enterprise clients
Domain
Financial Services / Corporate Intelligence / SaaS
Required skills
Corporate domain expertise (Strategy, CI, CD, IR), Fintech/SaaS client-facing experience, Generative AI knowledge, Executive presence, Consultative selling, Cross-functional collaboration
Preferred skills
Experience in high-growth environments, Systems thinking, Autonomous work style
Technologies
AlphaSense platform, Generative AI tools
Responsibilities
Partner with Account Executives to run seamless product evaluations; Conduct discovery to build and curate corporate use cases; Engage directly with corporate professionals to understand challenges and drive value; Translate client feedback into product and content improvement requests
Seniority
Mid-level, hands-on IC