At a Glance
- Tasks: Shape financial data technology and engage clients in the pre-sale journey.
- Company: Join FE fundinfo, a leading financial data provider with a collaborative culture.
- Benefits: Enjoy 25 days annual leave, private medical insurance, and sponsored learning opportunities.
- Other info: Flexible working arrangements and regular team events to foster connection and growth.
- Why this job: Make an impact in asset management while developing your skills in a dynamic environment.
- Qualifications: Experience in financial services software consulting and strong presentation skills required.
The predicted salary is between 72000 - 88000 £ per year.
(Internal job title: Market Specialist) Step into a high-impact role at the forefront of financial data technology, where your expertise will shape how leading asset managers manage, master, and trust their data.
(Internal job title: Market Specialist) Step into a high-impact role at the forefront of financial data technology, where your expertise will shape how leading asset managers manage, master, and trust their data.
As a Presales Solutions Consultant at FE fundinfo, you will be the commercial voice of our Data Mastering and Nexus platform, engaging prospects and clients throughout the pre-sale journey, championing the solution in the market, and acting as the critical bridge between client needs and our product and delivery teams.
This is a role for someone who thrives at the intersection of deep domain knowledge, consultative selling, and genuine thought leadership, with real scope to influence both the commercial roadmap and the way we scale our client engagement approach.
- Your key responsibilities as a Presales Solutions Consultant will include:
- Collaborating with the commercial team to bring new prospect and upsell opportunities to a successful close.
- Leading prospects and customers through compelling, tailored demonstrations of FE fundinfo's Data Mastering and Nexus platform.
- Preparing and delivering outstanding presentations and workshops aligned to RFPs, RFIs, and discovery phases that articulate best-practice operating models.
- Gathering market intelligence from prospective and current customers to act as the voice of the market internally with Product and Customer Success teams.
- Developing scalable artefacts, scripts, and supporting materials that strengthen both the sales process and proposition alignment.
- Supporting webinars and speaking at industry forums to build FE fundinfo's profile as a thought leader in data management.
You will need the following experience and skills to join us as a Presales Solutions Consultant:
- You have extensive experience working within an asset manager or a financial software provider serving the asset management industry.
- You have a proven background in financial services software consulting, pre-sales, or operational and service delivery.
- You have a strong ability to map complex financial and business concepts to practical system capabilities in a client-facing context.
- You are a confident, polished presenter with the skill to simplify complexity while commanding the detail when required.
- You have a detailed understanding of asset management processes around data management, document production, and dissemination.
- You are comfortable with occasional travel, including internationally, roughly once per quarter.
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, we believe that great work happens when people feel supported, connected, and inspired.
You will join a collaborative team of specialists - working alongside sales, product managers, solution architects, and delivery teams - where knowledge-sharing and continuous learning are part of everyday life.
We offer hybrid and flexible working arrangements, regular team events, and sponsored learning and development opportunities to help you grow your expertise and career with us.
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.
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Presales Solutions Consultant - Data Management employer: PreSales Collective
At Snowflake, we pride ourselves on being an exceptional employer that fosters a culture of innovation and collaboration. Our team enjoys a dynamic work environment where professional growth is encouraged through continuous learning opportunities and hands-on experience with cutting-edge technologies. Located in a vibrant tech hub, we offer competitive benefits and the chance to make a meaningful impact in the rapidly evolving field of AI and data cloud solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Presales Solutions Consultant - Data Management
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like PreSales Collective. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from PreSales Collective.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like PreSales Collective. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Presales Solutions Consultant - Data Management
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in PreSales Collective and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show PreSales Collective how you can be a team player!
How to prepare for a job interview at PreSales Collective
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with PreSales Collective.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with PreSales Collective's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
