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Presales Solutions Consultant – Data Management
FE fundinfo. Collaborate with the commercial team to close new prospect and upsell opportunities.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services software consulting and asset management processes, with strong presentation skills and the ability to translate complex concepts into practical solutions for clients. Proven ability to collaborate with cross-functional teams to enhance sales processes and deliver tailored client engagements.
Highest-signal resume keywords
Financial Services Software ConsultingAsset Management ProcessesClient-Facing PresentationsSales Process DevelopmentMarket Intelligence Gathering
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ManagementDocument ProductionSystem Capabilities MappingRFP PreparationWorkshop Delivery
Soft Skills
Confident Presentation SkillsCollaborationCommunication
Tools & Technologies
FE Fundinfo's Data MasteringNexus Platform
Industry Keywords
Asset ManagementFinancial Software ProviderPre-SalesOperational DeliveryThought Leadership
About the role
Key responsibilities & impact- Collaborate with the commercial team to close new prospect and upsell opportunities.
- Lead prospects and customers through tailored demonstrations of FE fundinfo's Data Mastering and Nexus platform.
- Prepare and deliver presentations and workshops aligned to RFPs, RFIs, and discovery phases.
- Articulate best-practice operating models.
- Gather market intelligence from prospective and current customers and represent the market internally to Product and Customer Success teams.
- Develop scalable artefacts, scripts, and supporting materials to strengthen the sales process and proposition alignment.
- Support webinars and speak at industry forums to build FE fundinfo's thought-leadership profile in data management.
- Collaborate with sales, product managers, solution architects, and delivery teams.
Requirements
What you’ll need- Extensive experience working within an asset manager or a financial software provider serving the asset management industry.
- Proven background in financial services software consulting, pre-sales, or operational and service delivery.
- Strong ability to map complex financial and business concepts to practical system capabilities in a client-facing context.
- Confident, polished presentation skills, with the ability to simplify complexity while commanding detail when required.
- Detailed understanding of asset management processes around data management, document production, and dissemination.
- Comfortable with occasional international travel, roughly once per quarter.
Benefits
Comp & perks- 25 days of annual leave with the option to buy an extra 5 days each year.
- Enhanced paternity, maternity, and shared parental leave.
- Pension scheme.
- Sponsored learning and development, including formal qualifications.
- Private medical insurance.
- Discounted gym memberships.
- Bike to Work scheme.
- Eye care and flu jab services.
- Hybrid and flexible working arrangements.
- Regular team events.