Technical Presales Consultant

Location: London
Job Reference:AM/76715
Salary:£70,000k - £90,000k base + bonus + excellent benefits + remote working

Key responsibilities:

As Technical Presales Consultant, primarily you will be a key contributor during sales engagements, partnering with sales team members on new and existing client engagements.

You will be working with other pre-sales consultants to support the functional and technical aspects of the sales process. In this role you will be responsible for ensuring the proposed solution aligns, product capabilities with client requirements, and propose approaches and options based upon your knowledge of their product suite.

Some of the key responsibilities for this successful individual would be but no limited to:

  • You will leverage your knowledge of financial management processes and accounting
  • systems, as well as next generation technologies and cloud architecture, and have
  • experience deploying SaaS solutions.
  • These, combined with a growing understanding of the company’s products, will support the creation and presentation of a commercially sound solution that exceeds stakeholder expectations.
  • This also requires the ability to identify and raise issues in any presentation of a robust solution by assisting the broader team to manage risk both to the sale and delivery of the end state solution.
  • You will further reinforce your credibility and trust with client’s representatives through your communication skills and ability to articulate the companies value.
  • You will configure and support the delivery of demonstrations and proofs of concept
  • pertaining to the company’s products and solutions aligned with client requirements.
  • To ensure successful delivery during each client interaction, you will assist with the configuration process.
  • You will manage your tasks and commitments to ensure on-time delivery.

This role will be performed through a combination of remote and in-person client meetings and you must be able to accommodate a rapidly changing schedule and related travel domestically and abroad. 

The Candidate:

The successful Technical Presales Consultant will be/have:

  • Proven Banking industry experience (Commercial, Retail or Investment), Insurance industry experience (Life, P&C, Specialty) along with the applicable accounting background; preferably a qualified accountant.
  • Demonstrated experience in pre-sales, either for a vendor technology company or a ‘Big 4’ or other consulting firm or Systems Integrator, selling services or solutions to banks.
  • Ideally with financial and accounting or financial systems implementation  experience, to enable the development of a thorough understanding and knowledge of this companies finance systems architecture to ensure productive solutions
  • Strong understanding of Cloud Architecture and connectivity, and deployment of solutions in a scalable, secure SaaS environment
  • Able to articulate the value of Cloud, ‘always-on’ software
  • Ability to link product capabilities to business value and relate to client pain points
  • The ability to configure software solutions to meet prospect requirements
  • Understanding of web-based systems and server architecture (database server, application server, presentation layer, communication between)
  • Technical skills: SQL, Unix OS basic server administration and scripting
  • Strong presentation skills: able to participate in the delivery of workshops to drive definition of scope aligned with the company’s capabilities
  • Ideally with experience in RFP & RFI processes through to formal presentation to senior finance executives
  • Ability to manage personal tasks and deliverables to complete projects on schedule
  • Ability to communicate effectively with clients, project leads and within Sales team
  • Demonstrates an understanding of the competitive landscape

You will be based in London with some overseas travel in future


  • Competitive salary
  • Company pension scheme with employer contributions
  • Private Health Cover
  • Life Assurance
  • Paid holidays (25 days + 8 bank holidays)
  • Cycle to work and Tech scheme
  • Learning & Development opportunities
  • Regular team social events
  • Training and Development
  • A great working environment

Please contact for a confidential discussion

Your Consultants

Andrew McLeod
Senior Recruitment Consultant
Get in touch for more info

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