Pre-Sales Consultant, Financial Services
Core
Pre-Sales Consultant specializing in Financial Services, partnering with Account Executives to run product evaluations, demos, and discovery sessions for prospects in Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.
Role type
Pre-Sales Consultant (Financial Services vertical)
Builds
AI platform for market intelligence and workflow orchestration (AlphaSense)
Domain
Financial Services / Generative AI
Deliverable
production ML models
Required skills
Financial Services domain expertise, Generative AI knowledge, consultative selling, stakeholder management, product demonstration, use case development, cross-functional collaboration
Preferred skills
Experience with fintech/SaaS, knowledge of competitive GenAI landscape, systems thinking
Technologies
AlphaSense platform, Generative Search, Generative Grid, Deep Research
Responsibilities
Partner with Account Executives to drive new business revenue through seamless product evaluations. Conduct targeted discovery into client research workflows and pain points. Engage directly with investment professionals to build rapport and establish credibility. Translate client feedback into product and content improvement requests for internal teams.
Seniority
Mid-level, hands-on IC
