Senior Pre-sales Consultant

As a Senior Pre-Sales Consultant (Wealth Tech) at Evooq you will sit at the intersection of product sales and clients. You will help banks and wealth managers understand how Evooqs platform can transform their advisory portfolio management and investment processes and you will shape how we position demonstrate and sell our solutions.

• Partner with Business Development to qualify opportunities shape discovery and translate stakeholder needs into clear solution value.
• Deliver tailored demos across the sales cycle from early discovery to executive and board-level sessions anchored in measurable outcomes.
• Own andorchestratedemo environments end-to-end (datasets configurations integrations scripts) that arerobustreusable and production-grade aligned with client use cases.
• Run presales workshops (functional and technical) : requirements deep-dives fit-gap analysis integration mappingsecurityand deployment options.
• Create andmaintainpresales collateral (decks talk tracks ROI models demo videos one-pagers) and scale thefunctionwith process and AI tooling.
• Lead RFI / RFP responses : drive timelines coordinate contributors craft compelling compliant answers and own submission quality.
• Co-design target architectures with Solutions Architects BD and Product (APIs data flows custodians / market data SSO cloud).
• Act as the voice of the clienttowards
  
  Product and Implementation; package field feedback into clear problem statements and influence the roadmap.
• Track and improve presales KPIs (win-rate stage conversion asset adoption cycle time) and continuously refine playbooks.
• Support marketing / events with high-impact demos webinars and conference presentations.
• Travel across Europe / Switzerland for onsite workshops and executive sessions (approx. 20%).

• 5 years in wealth management / private banking with hands-on understanding of suitability / advisory & discretionary mandates portfolio construction performance / risk structuredproductsandreporting.
• Regulatory awareness across EU / CH (e.g. MiFID II LSFIN / FIDLEG) and ability to translate requirements into solution design.

• Experience in presales / sales engineering / consulting for enterprise softwareor in software implementation at Banks.
• Strong discovery skillsvaluearticulation objection handling and ability to tailor messages to senior stakeholders.

• Comfortable working with REST APIs datamodelsand SQL
• Abilityto discusscloud deployment (AWS / Azure / GCP) containerisation (e.g.Docker) and security / compliance fundamentals.

• Outstanding communication storytelling and narrative-building skills.
• Confident presenting to senior management C-suite and boards.

• High ownership structure and paceyou create clarity build process and scale what works in a fast moving environment.
• Strong commercial mindset with strong discovery objection handling and value articulation.
• Excellent English;
  German and / or French strongly preferred.
• Experience with Jira Confluence Salesforce is beneficial.

• Discovery & solution mapping
• Demo design & delivery (scenario building data preparation narrative)
• Workshop facilitation (functional & technical)
• RFI / RFP orchestration and technical writing
• Architecture fundamentals (APIs integrations SSO data privacy & security)
• Stakeholder management across Front Office IT Risk / Compliance and Executives
• Project scoping estimation and handover to delivery
• Clear concise written and verbal communication
• Scale-up experience and comfortoperatingwith ambiguity

• Experience with Swiss / DACH private banks
• Experience with front-office in private banks (e.g. portfolio construction advisory relationship management...)
• Advanced risk and portfolio analyticsknow-how(multivariate statistics repricing optimizationalgorithms...)
• Hands-on scripting Postman andgood understanding of how selected AI tools can beleveragedto enhance efficiency

AtEvooqyoullbe part of an ambitious innovative team shaping the future of investment technology. We offer a collaborative culture where ideas are valued learning is encouraged and growth is supported.

Youllhave the opportunity to work on impactful projects influence company-wide processes and make a meaningful contribution to how our products deliver value to clients.

Join us and help build the operational backbone of Evooqsnext generation of products.

No

Full-time

1