Pre-Sales Consultant

Pre-Sales Consultant
Location: New York
Salary: Up to $147,000 per annum dependent on experience commission
Hybrid - 3 days per week working in office

SmartStream is looking for a dynamic, energetic, and experienced Pre-Sales Consultant to join our growing team in New York, as an integral part of our global team. In this role, you will collaborate closely with prospects, clients, Sales Executives, Account Managers, Product Management, and other senior stakeholders to support client presentations, workshops, and deliver valuable technical insights across SmartStream's extensive product portfolio.

Our Pre-Sales Consultants at SmartStream play a pivotal role in bridging the gap between our customers' business requirements and the effective implementation and delivery of SmartStream solutions. Leveraging their strong business acumen, they facilitate the sales process by rapidly prototyping and deploying solutions, ultimately presenting tailored solutions to our customers.

This position requires exceptional communication skills and a enthusiastic commitment to achieving an 'expert-level' understanding of our products and services. The PreSales team at SmartStream are given every opportunity to extend their professional skills and to become deeply involved and engaged in all elements of the sales process.

Provide business expertise during the pre-sales process in close collaboration with the sales team

Lead pre-sales processes, including dry-runs and discovery sessions, to ensure the delivery of exceptional demonstrations and presentations of SmartStream products

Run formal Proof of Concepts from their inception through completion, ensuring that the customer achieves well defined Success Criteria, receives business answers swiftly and is given proactive support.

Engage with prospective clients to comprehensively understand their current infrastructure, business needs, associated challenges, and the transformative potential of SmartStream solutions for their operations

Collaborate closely with Sales, Professional Services, and Operations teams to minimize time-to-live and provide a seamless customer experience

Supporting SmartStream staff at industry events and customer seminars.

Attain an expert-level understanding of all aspects of SmartStream's solutions

Address detailed inquiries in Requests for Information (RFIs) and Requests for Proposals (RFPs) with precision and clarity.

Exceptional communication and presentation skills in English; proficiency in another European language would be advantageous

Excellent business knowledge and the ability and willingness to learn, as required new business skillsets

Must be open, flexible and creative regarding time management and scheduling

Ability to work both independently and collaboratively within a team environment

Ability to organise, prioritise and multi-task

Relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations

Analytical and consultative approach to client engagements

Proficient in delivering compelling presentations, whether in-person or online.

Strong interpersonal skills, encompassing the ability to address audiences ranging from C-Level executives to end-users, effectively articulate the value of SmartStream solutions, earn trusted advisor status, and influence decisions

Proven track record of establishing and maintaining high-quality relationships with new prospects and customers

Willingness to travel – up to 50% travelling involved within North America.

A minimum of 2 years of experience as a Business Pre-Sales Consultant, preferably in a Financial Institution or Fintech environment.

Proven expertise in successfully managing Proof of Concepts for customers.

A understanding of industry challenges, including but not limited to reporting, accounting, and data management.

Proficiency in financial services, statutory accounting, structured products, fixed income securities, and related domains

Relevant degree or qualification within Business management or Sales is advantageous

Permanent

Competitive salary

Company pension scheme matching up to 5% of salary

Private medical insurance

Dental and vision coverage

Life assurance

Short-term and long-term disability coverage

SmartStream is an equal opportunities employer. We are committed to promoting equality of opportunity and following practices which are free from unfair and unlawful discrimination.