Pre-Sales Consultant, Financial Services
Pre-Sales Consultant, Financial Services

Pre-Sales Consultant, Financial Services

London Full-Time 28800 - 48000 ÂŁ / year (est.) No home office possible
AlphaSense, Inc.

At a Glance

  • Tasks: Help financial clients make smarter decisions using our AI-driven platform.
  • Company: Join AlphaSense, a leading market intelligence company trusted by top enterprises.
  • Benefits: Enjoy competitive pay, flexible work options, and opportunities for growth.
  • Why this job: Be a key player in transforming the financial services industry with innovative technology.
  • Qualifications: 2+ years in Financial Services or fintech, with strong problem-solving skills.
  • Other info: Collaborative team culture focused on continuous improvement and client success.

The predicted salary is between 28800 - 48000 ÂŁ per year.

About AlphaSenseThe world\’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision‐making. With market intelligence and search built on proven AI , AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients\’ own research content.

The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI‐driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

About The TeamThe Customer Success organisation is composed of three teams: pre‐sales, customer success, and support. The Pre‐Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue. They are problem‐solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions.

Pre‐Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high‐impact evaluations. This role is specific to the Financial Services vertical, engaging with decision‐makers and users to uncover use cases, run tailored demos and evaluations, whilst guiding prospects to successful outcomes. Due to its extensive client exposure, this role is uniquely positioned to partner with cross‐functional teams across Product, Content, Sales, Customer Success, Marketing, and Customer Education to inform go‐to‐market strategy and decisions.

About The RoleAs a Pre‐Sales Consultant focused on Financial Services, you will work as part of the sales cycle to bridge the capabilities of our technology with the domain‐specific needs and workflows of our clients. You will not only drive value to our clients, but also champion their perspective and play a critical role in defining future use cases in AlphaSense for key personas, including Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.

What You Will Do

Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with Account Executives to take ownership of and run seamless product evaluations in order to drive new business revenue growth.

Build and Curate Financial Services Use Cases: Conduct targeted discovery into clients\’ unique research workflows and pain points in order to help them effectively leverage AlphaSense for their bespoke use cases. Continue to seek out and develop new and emerging use cases with clients as AlphaSense\’s capabilities evolve.

Forge and Maintain Strong Client Relationships: Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges. Build strong rapport with prospects and establish yourself as a credible domain and product expert who is capable of partnering with them and driving value from evaluation inception through to close.

Contribute to Product Development: Translate client feedback and proactively share product & content improvements/enhancement requests internally.

Who You AreYou have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about the application of AI to the industry. You are a systems thinker with an ambition to continuously improve processes and a desire to contribute to a fast‐growing, entrepreneurial team culture.

What You Bring

Financial Services Expertise: 2+ years\’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.

Curiosity About Generative AI in Financial Services: A demonstrated interest in the transformative potential of AI for the financial sector, flexible problem‐solving skills and knowledge of the competitive landscape for GenAI in Financial Services.

Executive Presence & Strong Presentation Skills: A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business‐oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on‐site workshops, whiteboard sessions, multi‐call demos etc.

High‐Impact, Ownership Mindset: An exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world\’s biggest financial firms.

Consultative Approach: A highly articulate, consultative, and confident client‐facing professional with the ability to distill and explain complex issues in simple terms.

Team Player: Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.

Collaboration & Influence: Ability to work cross‐functionally and effectively distill client feedback to GTM, Product, and Content teams, in order to continually help influence and improve our capabilities/product offerings.

Relevant experience includes, but is not limited to: Solutions Engineering, Sales Engineering, Solutions Consultant.

Recruiting Scams and FraudWe at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

AlphaSense never asks candidates to pay for job applications, equipment, or training.

All official communications will come from an @alpha‐sense.com email address.

If you\’re unsure about a job posting or recruiter, verify it on our careers page.

Equal Employment OpportunityAlphaSense is an equal‐opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense\’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non‐merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

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Pre-Sales Consultant, Financial Services employer: AlphaSense, Inc.

AlphaSense is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration within the fast-paced financial services sector. Employees benefit from extensive growth opportunities, working alongside industry experts while contributing to cutting-edge AI-driven solutions that empower clients to make informed decisions. With a commitment to diversity and inclusion, AlphaSense ensures a supportive environment where every voice is valued, making it an ideal place for professionals seeking meaningful and rewarding careers.
AlphaSense, Inc.

Contact Detail:

AlphaSense, Inc. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pre-Sales Consultant, Financial Services

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Pre-Sales Consultant role. A personal referral can make all the difference in getting your foot in the door.

✨Tip Number 2

Prepare for those interviews by diving deep into AlphaSense's platform. Familiarise yourself with its features and think about how you can demonstrate its value to potential clients. Show them you’re not just a candidate, but a future asset!

✨Tip Number 3

Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email to express your appreciation and reiterate your interest. It keeps you top of mind and shows your enthusiasm.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the AlphaSense team. Let’s get you that dream job!

We think you need these skills to ace Pre-Sales Consultant, Financial Services

Financial Services Expertise
AI Knowledge in Financial Services
Executive Presence
Presentation Skills
Consultative Approach
Client Relationship Management
Problem-Solving Skills
Commercial Acumen
Product Knowledge
Cross-Functional Collaboration
Discovery and Evaluation Skills
Adaptability
Teamwork
Communication Skills

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Pre-Sales Consultant role. Highlight your experience in Financial Services and how it aligns with what we do at AlphaSense. Show us why you're the perfect fit!

Showcase Your Problem-Solving Skills: We love candidates who can think on their feet! Use your application to demonstrate how you've tackled complex challenges in the past, especially in Financial Services. Share specific examples that showcase your analytical skills.

Be Authentic: Let your personality shine through in your written application. We want to get to know the real you! Share your passion for AI and how it can transform the Financial Services industry. Authenticity goes a long way with us.

Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to see what you bring to the table!

How to prepare for a job interview at AlphaSense, Inc.

✨Know Your Financial Services Inside Out

Make sure you brush up on your knowledge of the financial services sector, especially in areas like Asset Management, Investment Banking, and Private Equity. Be ready to discuss specific use cases and how AlphaSense can address the unique challenges faced by these sectors.

✨Showcase Your AI Curiosity

Demonstrate your interest in generative AI and its potential impact on financial services. Prepare examples of how AI can transform workflows and decision-making processes, and be ready to discuss any relevant trends or innovations you've come across.

✨Master the Art of Storytelling

As a Pre-Sales Consultant, you'll need to engage clients with compelling narratives. Practice telling stories that highlight how AlphaSense has helped other clients overcome challenges. Use real-life examples to illustrate the value of the platform and make it relatable.

✨Build Rapport and Ask Questions

During the interview, focus on building a connection with your interviewers. Ask insightful questions about their experiences and challenges in the financial services space. This not only shows your interest but also helps you understand their perspective better.

Pre-Sales Consultant, Financial Services
AlphaSense, Inc.
Location: London

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