At a Glance
- Tasks: Engage with clients, deliver demos, and shape solutions in the FinTech space.
- Company: Global FinTech SaaS leader transforming wealth management technology.
- Benefits: Competitive salary, bonus, generous holiday, and self-development perks.
- Other info: Hybrid working model with opportunities for professional growth.
- Why this job: Join a dynamic team and make an impact in the financial services industry.
- Qualifications: Experience in Pre-Sales or Solutions Consulting within SaaS or FinTech.
I’m currently working with a well-established global FinTech SaaS business within the wealth and private banking technology space, who are looking for a Pre-Sales Consultant to join their growing team in Paris. This award-winning business has been going since 2012 and develops a suite of SaaS platforms designed to improve client onboarding, lifecycle management, and operational efficiency for financial institutions. Their solutions are widely used across wealth managers, private banks, and investment firms, helping clients digitise and streamline the end-to-end client journey. The company has experienced consistent international growth and continues to expand its product offering across enterprise and mid-market segments.
The role is based in Paris and they require a hybrid working pattern of 2-3 days a week.
The Role – Pre-Sales Consultant
- Act as a key technical and functional partner in the sales process
- Deliver product demonstrations and client workshops to senior stakeholders
- Lead discovery sessions and pre-implementation analysis
- Define scope and client requirements
- Identify gaps between standard product and bespoke needs
- Document assumptions and delivery dependencies
- Support Statements of Work (SOW) creation and commercial alignment
- Collaborate closely with Sales and Delivery teams to ensure smooth handover into implementation
- Support RFIs and RFP responses with accurate, tailored content
- Contribute to continuous improvement of demo environments and pre-sales assets
- Engage directly with C-level stakeholders in financial institutions
- Support shaping of deal strategy and solution design on complex opportunities
Requirements
- Strong experience in Pre-Sales, Solutions Consulting, or similar client-facing technical sales role
- Background in SaaS, FinTech, Wealth Management, or Financial Services technology
- Solid understanding of private banking / wealth management workflows (or adjacent financial services domains)
- Confident delivering demos and workshops to senior / C-suite stakeholders
- Strong commercial awareness and ability to support deal shaping and SOW creation
- Understanding of enterprise software architecture concepts (cloud, SaaS, data models, integration)
- Strong communication skills with ability to translate technical concepts into business value
- Comfortable working across multiple stakeholders and managing complex deal cycles
- Proactive, detail-oriented, and able to work both independently and within a team
- Able to commute into Paris office 2–3 days per week
Benefits: 5% Pension, Bonus, 25 Days Holiday + Bank & Wellbeing, Self-development tools & various perks.
Sound of interest? Hit apply and I’ll give you a call.
Pre-Sales Consultant in Paris employer: Premier IT
Join a leading global FinTech SaaS company in Paris, where innovation meets opportunity. With a strong focus on employee growth and a hybrid working model, this award-winning firm offers competitive benefits including a generous pension scheme, bonus structure, and ample holiday time. Experience a collaborative work culture that values your contributions while providing the tools for self-development and career advancement in the dynamic financial services technology sector.
StudySmarter Expert Advice🤫
We think this is how you could land Pre-Sales Consultant in Paris
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premier IT. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pre-Sales Consultant in Paris
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premier IT.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premier IT's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premier IT
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premier IT.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premier IT will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premier IT employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
