Presales Consultant

Location Greater London

Reference 14

Type Permanent

Salary £50,000 - £55,000

Are you looking for a chance to develop your career in software sales and consultancy within financial services?  

We’re looking for a Presales Consultant to work with an expanding software business that help wealth management businesses become more efficient through the use of better technology.  

In the current climate they are really well placed to grow further and are winning new clients on a regular basis.  

Alongside this, our client is looking to build out bigger teams across a range of business areas to meet the high levels of demand, so offer a really exciting prospect.  

What would you be doing:  

  • Using your knowledge of CRM solutions to quickly understand their products and become an expert in the business  
  • Speaking / meeting with new clients to showcase how they can benefit from using the solutions in their business  
  • Working with the sales and business development teams on new product pitches and to create tailored proposals for clients  
  • Building up an excellent understanding of the wealth management and financial services sectors 
  • Working towards becoming a BDM or similar in the future  
  • Playing an important role in the growth of the business  
  • Working towards various industry certifications to improve your skill set and technical abilities  

The role would best suit someone that has 

  • A background in CRM solutions, in particular MS Dynamics  
  • Experience in financial services  
  • A desire to meet with new clients and a hunger to develop new business opportunities in the software and technology space  

The role is remote working with some travel to client sites in the future. If you would like to find out more about this exciting opportunity please get in touch with Rupert Morton ;

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