Client: Back-Office SaaS Platform
Role: Pre-Sales Engineer
Location: New York, NY (Hybrid - 3 days in office)
Comp: $130K - $140K Base + Commissions

Overview
Our client is a leading financial technology company serving investment management and financial services institutions globally. They provide comprehensive solutions for investment operations, accounting, and data management.

The business is seeking a dynamic Pre-Sales Consultant to join their growing New York team, playing a pivotal role in bridging customer business requirements with technical solution delivery. 

The team are highly collaborative and cross-functional, so expect this person to have strong abilities in relaying product feedback across the organization, key areas to bolster strategy, and being their technical SME for prospective clients. 

Key Responsibilities:

• Lead pre-sales processes including discovery sessions, demonstrations, and product presentations to prospects and clients
• Manage formal Proof of Concepts from inception to completion
• Collaborate with Sales, Product Management, and Professional Services teams
• Engage with prospective clients to understand their infrastructure, business needs, and operational challenges
• Address detailed inquiries in RFIs and RFPs with precision and technical expertise
• Support industry events and customer seminars alongside sales teams
• Develop expert-level understanding of the company's extensive solution portfolio

Desired Qualifications:

• 3-5+ YoE in Pre-Sales or Sales Engineering, preferably exposed to Corporate Actions or Reconciliation products/services
• Proven expertise in managing customer Proof of Concepts successfully
• Strong understanding of investment management, asset servicing, investment accounting, or investment operations
• Exceptional communication and presentation skills with ability to engage C-Level executives to end-users
• Analytical and consultative approach to client engagements with strong business acumen

If you think you're a good fit, please reach out directly to:
Zachary.Thompson@trevosepartners.com