Senior Presales Consultant

Job Summary

As a Senior Presales consultant, you will support our continued international growth and contribute to complex enterprise sales opportunities within the Banking and Financial Services sector. Acting as a trusted advisor to prospective clients, the successful candidate will combine strong business understanding, solution consulting expertise and technical awareness to translate customer needs into compelling, value-driven software solutions.

Working closely with Sales, Product Management, Professional Services and Delivery teams, you will take ownership of the solution narrative throughout the presales lifecycle, from discovery and qualification to demonstrations, proposals, workshops and handover to implementation.

• Lead discovery sessions and stakeholder workshops to understand business objectives, operational challenges, functional requirements and technical constraints.
• Translate customer needs into tailored solution propositions, high-level designs, use cases and clear business value narratives.
• Prepare and deliver engaging product presentations, demonstrations, solution walkthroughs and executive-level briefings for business and technical audiences.
• Support the end-to-end sales cycle, including opportunity qualification, solution scoping, proposal development, RFI/RFP responses, proof-of-concept activities and commercial discussions.
• Coordinate input from Sales, Product, Delivery, Information Security, Legal and other subject-matter experts to produce accurate, consistent and competitive responses.
• Assess solution fit and implementation feasibility, identifying assumptions, dependencies, risks, integration considerations and required third-party components.
• Build trusted relationships with prospective clients and position Profile Software as a strategic technology partner.
• Partner with Account Executives to develop deal strategies, address objections and strengthen the business and technical case for the proposed solution.
• Maintain deep knowledge of Profile Software solutions, product roadmaps, deployment models and relevant market developments across banking, investment management and financial technology.
• Capture market and client feedback and collaborate with Product teams to support product positioning and future enhancements.
• Contribute to reusable presales assets, including demo scenarios, proposal content, solution documentation, presentations and best-practice material.
• Ensure a structured handover of the agreed solution scope and commitments to Delivery and implementation teams.

Bachelor’s degree in Computer Science, Information Technology, Engineering, Finance, Business Administration or a related field. A postgraduate degree will be considered an asset.

At least 8 years of relevant experience in presales, solution consulting, business consulting, product consulting, or enterprise software delivery, preferably within the Banking,
Investment Management, Wealth & Asset Management
, Financial Services, Fin Tech industries.

Proven experience supporting complex B2B enterprise software sales cycles and engaging with both senior business stakeholders and technical teams.

Demonstrated ability to run discovery workshops, analyse requirements and convert them into structured solution proposals and compelling presentations.

Hands‑on experience with software demonstrations, RFI/RFP responses, solution scoping and proof‑of‑concept activities.

Good understanding of enterprise software architectures, APIs and integrations, data flows, cloud or SaaS deployment models, security principles and implementation considerations.

Knowledge of banking, investment management, lending, payments, digital banking, treasury or related financial services domains will…