Head of Pre-Sales

Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefit from a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/5 support.

Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors. Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UK and Luxembourg, Guernsey, South Africa and Mauritius.

We are now looking to recruit an experienced Head of Pre-Sales to join our global team.

We are hiring an experienced, commercially minded Pre-Sales leader to create and shape the function across Sonata One's global commercial organisation. This is a highly strategic role sitting at the intersection of Sales, Product, Operations and Technology
. You will be responsible for translating complex client requirements into compelling, process maps and workflows that demonstrate the value of Sonata One's platform. You will work closely with our Sales teams throughout the entire enterprise sales cycle, from discovery and qualification through to solution design, demonstrations, RFP/RFI responses, commercial proposals and contract close
. The successful candidate will be equally comfortable engaging with senior commercial stakeholders and highly technical audiences
, including CFOs, COOs, Heads of Operations, Fund Operations leaders, Compliance, Technology and Transformation teams. You will become a trusted subject matter expert on Sonata One's platform, and broader technology stack, understanding both the capabilities of our technology, and the operational challenges faced by participants across the private market’s ecosystem. This role combines traditional service setup, product demonstration and acting as a
strategic solution consultant
, helping clients understand how Sonata One can transform complex fund and investor onboarding processes. There will also be a strong internal focus to ensure client requirements are translated into actionable technology and operational solutions.

• Own and develop Sonata One's global pre-sales strategy and function, establishing best practice across the commercial organisation
• Partner closely with the managing director – Global growth, Head of New Business sales, and the new business team to develop winning strategies for complex large scale global client opportunities
• Lead the pre-sales process across strategic opportunities, ensuring a consistent and high-quality client experience from discovery through to close
• Develop a scalable approach to solution consulting, demonstrations, discovery, RFP/RFI responses and technical proposals
• Establish frameworks, methodologies and content that enable the wider commercial team to communicate Sonata One's proposition effectively
• Coach and embed a pre-sales mindset across the organisation
• In due course, scale a pre-sales team to manage an increasing number of client engagements. This role will not start with any direct reports.

• Jointly lead discovery sessions with prospective clients to understand their strategic objectives, operational workflows, technology environments and pain points
• Help understand complex client requirements and provide suggested template workflow that guides prospects into best practice of implementing Sonata One
• De…