Presales Consultant - Digital and Fund Data Reporting

Are you ready to drive innovation in investment marketing reporting and digital fund centres, partnering with industry leaders to shape the future of financial data solutions? Joining FEfundinfo as a Presales Consultant means you’ll be at the forefront of a dynamic, global team, working on impactful projects that connect the investment industry. You’ll have the opportunity to develop your expertise, collaborate with talented colleagues across London, Zurich, and Luxembourg, and play a key role in delivering solutions that address unique client needs. This is your chance to grow your career, influence product development, and represent a market leader at industry events.

Your key responsibilities will include:

• Collaborating with territory sales teams to deliver sales targets and drive business growth for marketing reporting and fund centre services.
• Leading key stages of the sales cycle, including discovery meetings, product demonstrations, managing POC delivery, and solution workshops to showcase our value proposition.
• Proactively identifying and qualifying new business opportunities, nurturing leads, and converting them into successful sales.
• Creating compelling content for DDQs, RfIs, and RfPs to differentiate FEfundinfo and increase conversion rates.
• Keeping up to date with industry trends, regulatory changes, and the competitive landscape to inform win strategies and solution demonstrations.
• Building trusted relationships with prospective and current clients, acting as a subject matter expert in investment marketing reporting and digital fund centres.
• Working with Product to identify opportunities and contribute to roadmap development.
• Working with delivery teams and solution architects to hand over opportunities and ensure smooth delivery.

You will need the following experience and skills:

• You understand the factsheet generation process, the challenges faced by users day-to-day, the trends for the future and the competitor landscape.
• You understand the goals and challenges presenting fund data online for user consumption and can speak knowledgeably to the key functions and technology.
• You have proven experience in a pre-sales or product specialist role within the investment or digital marketing domain.
• You can deliver and refine compelling demos whilst maintaining flexibility to respond to client questions.
• You are skilled at engaging and influencing C-level executives and decision-makers.
• You possess exceptional written and verbal communication skills, able to convey complex information clearly and persuasively.
• You actively listen to clients and their needs/pain points to understand and position our solutions effectively.
• You demonstrate strong problem-solving abilities and can work through technical and business challenges.
• You thrive in a collaborative sales environment, building relationships across departments and with external clients.

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence! At FE fundinfo, you’ll find a supportive and inclusive culture where professional curiosity and proactive contributions are valued. We offer flexible working arrangements, hybrid work options, and regular team events. Our commitment to learning means you’ll have access to ongoing development opportunities, including sponsored qualifications, to help you achieve your career goals.

Benefits:

• 25 days of annual leave with the option to buy an extra 5 days each year.
• Benefit from enhanced paternity, maternity, and shared parental leave.
• Secure your future with our pension scheme.
• Advance your career with sponsored learning and development, including formal qualifications.
• Private medical insurance as employee wellbeing matters.
• Stay fit with discounted gym memberships.
• Take advantage of the Bike to Work scheme for eco-friendly commuting.
• Keep your eyes sharp with eye care and flu jab services.