Pre-Sales Consultant, Financial Services

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Pre-Sales Consultant, Financial Services based in United States.

This role offers the opportunity to become a trusted advisor for financial services organizations navigating complex research and decision-making challenges. You will combine industry expertise, product knowledge, and consultative selling skills to demonstrate the value of innovative AI-powered solutions. Working closely with sales and cross-functional teams, you will guide prospects through impactful evaluations and help drive business growth. The position requires strong client engagement skills, the ability to translate complex workflows into clear solutions, and a passion for emerging technologies. You will collaborate with investment professionals across asset management, investment banking, private equity, venture capital, and hedge funds. This is a high-visibility opportunity within a fast-growing environment where your insights directly influence customer success and product evolution.

Accountabilities:: The Pre-Sales Consultant will play a key role in supporting commercial growth by connecting customer needs with effective technology solutions. This position requires a strategic, client-focused mindset combined with strong communication and collaboration abilities.

Partner with sales teams to manage product evaluations, demonstrations, and discovery sessions that support revenue growth and successful customer outcomes.

Conduct in-depth discovery conversations with financial services professionals to understand research workflows, business challenges, and opportunities for optimization.

Design and deliver tailored product demonstrations, workshops, and presentations that showcase relevant use cases and business value.

Build trusted relationships with stakeholders across financial institutions, acting as a knowledgeable advisor throughout the sales cycle.

Develop and refine financial services use cases by identifying emerging customer needs and translating insights into actionable recommendations.

Collaborate with Product, Content, Marketing, Customer Success, and other internal teams to share customer feedback and influence product improvements.

Support go-to-market strategies by providing market insights, competitive intelligence, and expertise on industry workflows.

Manage multiple client engagements independently while maintaining a high standard of execution, responsiveness, and customer experience.

Requirements:

The ideal candidate brings experience in financial services, client-facing roles, and technology-driven environments, with the ability to communicate effectively with both business and technical audiences.

2+ years of experience working in financial services or directly supporting financial services clients within fintech, SaaS, consulting, research, sales, product, or customer success environments.

Familiarity with workflows in areas such as asset management, investment banking, private equity, venture capital, or hedge funds.

Strong interest in generative AI and its potential to transform financial services research, analysis, and decision-making processes.

Excellent presentation, communication, and storytelling skills, with the ability to simplify complex concepts for diverse audiences.

Experience conducting product demonstrations, workshops, evaluations, or consultative client engagements.

Strong problem-solving abilities with a proactive, ownership-driven approach to addressing customer challenges.

Ability to build relationships with senior stakeholders and establish credibility as a trusted industry and product expert.

Comfortable working autonomously in a fast-paced, entrepreneurial environment while collaborating effectively across teams.

Strong organizational skills, attention to detail, and ability to prioritize competing demands under pressure.

Benefits:

Competitive base salary ranging from $80,000 to $95,000 USD.

Performance-based incentives and potential additional compensation opportunities.

Equity opportunities and a comprehensive total rewards package.

Comprehensive health coverage.

Opportunity to work remotely within the United States.

Chance to join a collaborative, high-energy team driving measurable impact for leading organizations.

Opportunity to work with innovative AI-powered technology shaping the future of professional decision-making.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1