Pre-Sales Consultant

Description

About the company:

The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, the company helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high-quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, the company delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real-time information quickly. For more information, visit the company's site . Come join us.

The Customer Success organisation is composed of three teams: pre-sales, customer success, and support. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue. They are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions.

Pre-Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high-impact evaluations. This role is specific to the Financial Services vertical, engaging with decision-makers and users to uncover use cases, run tailored demos, and guide prospects to successful outcomes. Due to their extensive exposure to clients, they are in a prime position to partner with our Product Management and Content teams to help determine future product developments, as well as playing a key role in product Betas and the customer feedback loop.

About the Role:

As a Pre-Sales Consultant focused on Financial Services, you will work as part of the sales cycle to bridge the capabilities of our technology with the domain-specific needs and workflows of our clients. You will not only drive value to our clients, but also champion their perspective and play a critical role in defining future use cases in the company for key personas, including: Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.

Responsibilities

• Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with Account Executives to take ownership of and run seamless product evaluations in order to drive new business revenue growth.
• Build and Curate Financial Services Use Cases: Conduct targeted discovery into clients' unique research workflows and painpoints in order to help them effectively leverage the company for their bespoke use cases. Continue to seek out and develop new and emerging use cases with clients as the company’s capabilities evolve.
• Forge and Maintain Strong Client Relationships: Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges. Build strong rapport with prospects and establish yourself as a credible domain and product expert who is capable of partnering with them and driving value from evaluation inception through to close.
• Contribute to Product Development: Translate client feedback and proactively share product & content improvements/enhancement requests internally.

Requirements

• You are a systems thinker with an ambition to continuously improve processes and a desire to contribute to a fast-growing, entrepreneurial team culture.
• Financial Services Expertise: 2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
• Curiosity About Generative AI in Financial Services: A demonstrated interest in the transformative potential of AI for the financial sector, flexible problem-solving skills and knowledge of the competitive landscape for GenAI in Financial Services.
• Executive Presence & Strong Presentation Skills: A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos etc.
• High-Impact, Ownership Mindset: An exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world's biggest financial firms.
• Consultative Approach: A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms.
• Team Player: Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.
• Collaboration & Influence: Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams, in order to continually help influence and improve our capabilities/product offerings.
• The company is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling the company’s commitment to equal employment opportunity. The company does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at the company, including recruitment, hiring, training, advancement, and termination.
• Recruiting Scams and Fraud
• We at the company have been made aware of fraudulent job postings and individuals impersonating the company recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:
• The company never asks candidates to pay for job applications, equipment, or training.
• All official communications will come from an @ the company's site email address.
• If you’re unsure about a job posting or recruiter, verify it on our Careers page .
• If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of the company please contact us. Your security and trust matter to us.