Hybrid Pre-Sales Consultant, Individual Contributor

Posted last month

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About the role

  • Partner with Account Executives to understand client business needs, technical environments, and investment operations workflows.
  • Build out client’s complex accounting use cases into the LemonEdge platform for in-depth proof of concepts lasting from an hour to multiple days.
  • Deliver compelling product demos and presentations to CFOs, COOs, CTOs, and investment teams.
  • Demonstrate proof-of-concept solutioning and delivery inclusive of system configuration, data migration and report building as required.
  • Create solution proposals, technical documentation, and ROI cases that articulate business value.
  • Work closely with Product and Implementation teams to ensure proposed solutions are viable and scalable.
  • Assist in the production of standardized solutions for different industry vertical problem areas to assist sales team members in scaling demonstrations.
  • Support marketing initiatives (webinars, events, RFP responses, whitepapers) by providing product and domain expertise.
  • Engage directly with prospects to win new clients and ensure a smooth transition into implementation.
  • Hands-on, client-facing, highly consultative role; travel to clients required.

Requirements

  • 5+ years’ experience in Pre-Sales, Solution Consulting, or a client-facing technical role within SaaS, FinTech, or financial software.
  • Strong understanding of private equity / alternative investment accounting, reporting, or fund administration.
  • Proven ability to deliver high-impact product demos and workshops to senior stakeholders (CFOs, COOs, CTOs).
  • Strong technical literacy (APIs, integrations, data flows) and ability to explain complex concepts simply.
  • Exceptional communication, presentation, and storytelling skills.
  • Experience with fund accounting platforms (e.g., Investran, eFront, Allvue, or similar) (desirable).
  • Prior exposure to SaaS scale-ups or high-growth environments (desirable).
  • RFP/RFI response experience (desirable).
  • Hands-on experience with SQL, Excel modeling, or BI tools (desirable).
  • Consultative and solutions-focused mindset; ability to work autonomously as an IC while collaborating with global teams.
  • Comfortable in a fast-paced, dynamic environment; commercially astute.
  • Travel will be required to meet with clients.

Benefits

  • Competitive base salary with bonus
  • Performance-based bonus / commission linked to sales success
  • Equity options participation
  • Health, dental, vision
  • 401(k)
  • Flexible working environment (remote-first with travel to clients / events)

Job title

Pre-Sales Consultant, Individual Contributor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Tech skills

Location requirements

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