Technical Consultant; Presales​/Product

Technical Consultant (Presales / Product)

Cape Town, South Africa | Posted on 16/02/2026

Location: Cape Town |
Work Type: Hybrid |
Job : J107067

Our client is a global leader in digital marketing and client reporting solutions, empowering financial professionals to enhance investor engagement and retention. With operations spanning four continents, they are rapidly expanding their team worldwide. Serving top-tier clients in the fintech sector, they seek individuals passionate about technical R&D and solution design, offering hybrid work opportunities.

• Engage prospective clients, understand needs, and conduct compelling product demonstrations and technical presentations, including for enterprise-level clients.
• Develop and deliver successful Proof-of-Concept (PoC) and Proof-of-Value (PoV) initiatives to validate the solution.
• Take complete ownership of projects from sale to completion, self-managing all deliverables, timelines, expectations, and independent product implementation.
• Build and maintain robust client relationships as a trusted technical/business advisor, manage expectations, and communicate clearly with all stakeholders from technical teams to executive leadership.
• Achieve expert proficiency with all relevant tools, create detailed technical documentation, and proactively troubleshoot technical issues.
• Contribute to product development with feedback based on client requirements, stay informed on updates, and actively contribute to the product knowledge base and best practices.

• Proven ability to create clear, high-quality technical documentation.
• Solid understanding of the financial services and investment management industry, including associated technology platforms and adherence to financial regulatory requirements.
• Exceptional interpersonal and communication skills (verbal and written), with the ability to quickly build rapport and independently lead client calls (including C-suite engagements) and manage all stakeholder communications.
• Ability to engage meaningfully with investment professionals, comfortably discussing both technical subjects and broader business topics like market trends, maintaining a professional presence.
• A self-starter with a "do something" mentality, demonstrating a strong sense of ownership and a commitment to driving projects forward through hands‑on implementation and proactive problem‑solving.
• Highly organized, detail-oriented, and capable of working independently to self-manage projects, define timelines, prioritise multiple concurrent projects, and deliver results.
• Genuine enthusiasm for the product, willingness to advocate for continuous improvements, and a positive, solution-oriented team player attitude.

Technical Consultant, Presales, Product, Fin Tech, SQL, API, PoC/PoV, Client Relations, Implementation, Technical Documentation, Financial Services, Investment Management, ETL, AI-assisted Coding