Pre-Sales Consultant, Financial Services in London
Pre-Sales Consultant, Financial Services

Pre-Sales Consultant, Financial Services in London

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
Go Premium
B

At a Glance

  • Tasks: Engage with clients to showcase our AI-driven platform and drive new business revenue.
  • Company: Join AlphaSense, a leading tech company transforming decision-making in financial services.
  • Benefits: Enjoy competitive salary, flexible work options, and opportunities for professional growth.
  • Why this job: Be at the forefront of AI innovation in finance and make a real impact.
  • Qualifications: 2+ years in Financial Services or fintech, with strong presentation and problem-solving skills.
  • Other info: Collaborative team culture with a focus on continuous improvement and client success.

The predicted salary is between 36000 - 60000 £ per year.

About AlphaSense

The 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.

About The Team

The 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 guide prospects to successful outcomes. Due to their extensive exposure to clients, they are in a prime position to partner with our Product Management and Content teams to help determine future product developments, as well as playing a key role in product Betas and the customer feedback loop.

About The Role & What You'll Do:

As 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 Are:

You 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.

AlphaSense 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.

Pre-Sales Consultant, Financial Services in London employer: BetterCloud

AlphaSense is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront. With a strong commitment to employee growth, team members have access to extensive training and development opportunities, particularly in the rapidly evolving field of AI-driven market intelligence. Located in the vibrant city of New York, employees benefit from a diverse and stimulating environment, working alongside industry experts to drive meaningful change in the financial services sector.
B

Contact Detail:

BetterCloud Recruiting Team

StudySmarter Expert Advice 🤫

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

✨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 lookout for opportunities. A personal referral can make all the difference when it comes to landing that Pre-Sales Consultant role.

✨Tip Number 2

Prepare for those interviews by diving deep into AlphaSense's platform. Familiarise yourself with its features and think about how they can solve specific problems for potential clients. This will help you showcase your expertise and understanding of their needs.

✨Tip Number 3

Don’t just wait for job openings to pop up! Be proactive and reach out directly to AlphaSense or similar companies. Express your interest in the Pre-Sales Consultant position and share how your background in financial services aligns with their goals.

✨Tip Number 4

Follow up after interviews! A quick thank-you email reiterating your enthusiasm for the role and highlighting a key point from your conversation can keep you top of mind. It shows you're genuinely interested and professional.

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

Financial Services Expertise
AI Knowledge in Financial Services
Client Relationship Management
Presentation Skills
Consultative Approach
Problem-Solving Skills
Collaboration Skills
Commercial Acumen
Product Evaluation
Use Case Development
Stakeholder Engagement
Workflow Transformation
Cross-Functional Collaboration
Curiosity about Generative AI

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 examples from your past experiences to demonstrate how you've tackled complex challenges in Financial Services. This will help us see your consultative approach in action.

Be Authentic: Let your personality shine through in your application. We value authenticity and want to get to know the real you. Share your passion for AI and how it can transform the Financial Services industry.

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 hear from you!

How to prepare for a job interview at BetterCloud

✨Know Your Financial Services Inside Out

Make sure you brush up on the latest trends and challenges in the Financial Services sector. Understand the specific workflows of Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds. This knowledge will help you engage with decision-makers and demonstrate your expertise during the interview.

✨Showcase Your Problem-Solving Skills

Prepare to discuss real-life scenarios where you've successfully solved complex problems for clients. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will highlight your consultative approach and ability to drive value for clients.

✨Demonstrate Your AI Curiosity

Since the role involves AI-driven market intelligence, be ready to share your thoughts on how AI can transform the Financial Services industry. Discuss any relevant projects or research you've done that showcases your interest and understanding of generative AI.

✨Practice Your Presentation Skills

As a Pre-Sales Consultant, you'll need to present complex information clearly. Practice explaining technical solutions to non-technical audiences. Consider doing mock presentations to friends or family to build confidence and refine your delivery style.

Pre-Sales Consultant, Financial Services in London
BetterCloud
Location: London
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

B
  • Pre-Sales Consultant, Financial Services in London

    London
    Full-Time
    36000 - 60000 £ / year (est.)
  • B

    BetterCloud

    50-100
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>