F&O Presales Consultant supporting sales teams with Microsoft Dynamics 365 Finance & Operations solutions. Providing functional expertise and leading presales activities for client success.
About the role
- Presales Consultant shaping financial technology solutions for clients in investment data distribution. Collaborate across teams and deliver tailored proposals in a hybrid working environment.
Responsibilities
- Collaborating with sales teams to deliver tailored solutions for marketing reporting and fund centre services.
- Leading client discovery sessions, product demonstrations, and workshops to articulate value propositions.
- Creating persuasive content for DDQs, RfIs, and RfPs to support sales conversion.
- Monitoring regulatory and market trends to inform solution development and positioning.
- Representing FE fundinfo at industry events, webinars, and forums to share insights and build brand presence.
- Developing sales enablement materials and aligning workflows across commercial and delivery teams.
Requirements
- You must have proven experience in a specialist sales or presales role within the investment or digital marketing domain
- You will have strong communication skills to engage and influence C-level stakeholders
- You should have experience working collaboratively with territory sales teams
- You will be confident in creating tailored proposals and persuasive sales content
- You must be familiar with CRM tools such as Salesforce and comfortable with sales forecasting
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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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