At a Glance
- Tasks: Lead engaging product demos and translate tech into business value for clients.
- Company: Join a dynamic fintech company revolutionising asset management across Europe.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Work in a fast-paced environment with a focus on innovation and collaboration.
- Why this job: Make an impact by helping clients understand how technology drives efficiency and growth.
- Qualifications: 7+ years in client-facing roles with strong financial software knowledge.
The predicted salary is between 70000 - 90000 £ per year.
We are seeking an experienced Pre-Sales Technical Consultant to join a growing fintech environment and support the delivery of a leading cloud-native platform serving Asset Managers, Wealth Managers, Trustees, Insurance firms, and Asset Servicers.
About the Role
This is a high-impact, client-facing position where you will lead tailored product demonstrations for senior stakeholders, including C-level executives, across the UK and Europe. You will play a key role in translating complex system capabilities into clear business value, helping prospects understand how technology can drive efficiency, reduce risk, and support growth.
Key Responsibilities
- Deliver engaging, tailored product demonstrations aligned to client needs and business outcomes
- Develop compelling demo scripts and use cases for different market segments
- Partner closely with Sales to support new business opportunities and contribute to deal closure
- Act as a bridge between prospects and technical teams to ensure accurate and timely responses
- Participate in solution design workshops for complex client requirements
- Contribute to product development by sharing client feedback and insights
What We’re Looking For
- 7+ years of experience in client-facing roles within financial services (e.g. Asset Management, Wealth Management, Fund Administration, Capital Markets)
- Proven experience demonstrating or implementing complex financial software
- Strong understanding of financial instruments, accounting, and investment operations
- Excellent communication skills with the ability to engage and influence senior stakeholders
- Confidence in leading live demos and handling dynamic, high-pressure interactions
- Solid understanding of financial technology, including integrations, cloud delivery, and emerging AI use cases
Nice to Have
- Advanced degree or certifications (e.g. CFA Level 1)
- Experience with implementation or post-implementation support
- Familiarity with Agile/Waterfall methodologies
- Fluency in French
Presales Technical Consultant employer: IO Associates
Join a dynamic fintech environment that prioritises innovation and collaboration, offering a unique opportunity for growth as a Pre-Sales Technical Consultant. With a strong focus on employee development, we provide tailored training and mentorship to enhance your skills while working alongside industry leaders in the UK and Europe. Our inclusive work culture fosters creativity and encourages you to make a meaningful impact, all while enjoying the benefits of a cloud-native platform that drives efficiency and supports your career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Presales Technical Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the fintech space and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Practice makes perfect! Before any interview, rehearse your product demonstrations and responses to common questions. This will help you feel more confident and ready to impress those senior stakeholders.
✨Tip Number 3
Tailor your approach! When engaging with potential employers, make sure to highlight how your experience aligns with their specific needs. Show them how you can translate complex tech into clear business value.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic roles waiting for you, and applying directly can give you an edge. Plus, it shows your enthusiasm for joining our team!
We think you need these skills to ace Presales Technical Consultant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of a Pre-Sales Technical Consultant. Highlight your experience in client-facing roles and any relevant financial services background. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this position. Share specific examples of how you've successfully engaged with senior stakeholders and delivered impactful product demonstrations.
Showcase Your Technical Skills:Don’t forget to highlight your technical expertise, especially in financial software and technology. We’re keen to see how you can bridge the gap between prospects and our technical teams, so make that clear in your application!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensure it gets the attention it deserves. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at IO Associates
✨Know Your Product Inside Out
Before the interview, make sure you thoroughly understand the cloud-native platform and its features. Be ready to discuss how it can benefit different financial services sectors. This will help you confidently answer questions and demonstrate your expertise.
✨Tailor Your Approach
Since this role involves engaging with senior stakeholders, practice tailoring your responses to their specific needs. Think about how you can translate technical jargon into business value that resonates with C-level executives. Use examples from your past experiences to illustrate your points.
✨Showcase Your Communication Skills
Excellent communication is key in this role. During the interview, focus on articulating your thoughts clearly and concisely. Practice leading mock demos or presentations to get comfortable with explaining complex concepts in an engaging way.
✨Prepare for High-Pressure Scenarios
Given the dynamic nature of client interactions, be prepared for high-pressure questions or scenarios. Think of examples where you've successfully handled challenging situations in the past, and be ready to share how you maintained composure and delivered results.
