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For Companies 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.
Pre-Sales Consultant, Financial Services
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. Come join us!
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 painpoints 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.
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Pre-Sales Consultant, Financial Services employer: BetterCloud
Contact Detail:
BetterCloud 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 they can solve specific problems for potential clients in financial services. This will help you stand out as a knowledgeable candidate.
✨Tip Number 3
Showcase your consultative skills during interviews. Be ready to discuss how you've helped clients in the past, especially in financial services. Use real examples to demonstrate your problem-solving abilities and how you can drive value for AlphaSense's clients.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your enthusiasm for joining the AlphaSense team and being part of our mission to empower professionals with AI-driven insights.
We think you need these skills to ace Pre-Sales Consultant, Financial Services
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 a financial context. This will help us see your consultative approach in action.
Be Authentic: Let your personality shine through in your written application. We’re looking for team players who are passionate about AI and its impact on Financial Services. Don’t be afraid to share your enthusiasm and unique perspective!
Apply Through Our Website: For the best chance of success, make sure to submit your application through our website. It’s the easiest way for us to keep track of your application and get back to you quickly. 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 connect with your interviewers and demonstrate your expertise.
✨Showcase Your Problem-Solving Skills
Prepare to discuss real-life scenarios where you've 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 talk about how you see AI transforming the Financial Services landscape. Share any relevant experiences or insights that show your passion for this technology and its applications.
✨Practice Your Presentation Skills
As a Pre-Sales Consultant, you'll need to engage stakeholders effectively. Prepare a mock presentation or demo that showcases your ability to explain complex solutions in simple terms. This will not only boost your confidence but also impress your interviewers with your executive presence.
