Presales Solutions Consultant - Data Management

PreSales Collective; Greater London; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Annual leave 25d

Parental leave

Pension

Learning & development

Private medical insurance

Gym discounts

Bike to Work

Eye care

Flu jabs

Job summary

FE fundinfo is seeking a Presales Solutions Consultant to join the Data Mastering and Nexus team, acting as the commercial voice during the pre-sale journey and bridging client needs with product and delivery teams. You will lead tailored demonstrations, deliver compelling workshops aligned to RFPs and RFIs, and gather market insights to influence product strategy.

This role supports a hybrid and flexible working arrangement with occasional international travel.

Qualifications

• Experience in asset management or financial software for asset management.
• Background in financial services software consulting, pre-sales, or delivery.
• Ability to map complex financial concepts to client-ready system capabilities.
• Confident presenter who can simplify complexity while detailing when needed.
• Understanding of asset management data processes, production, and dissemination.
• Willingness to travel internationally roughly once per quarter.

Responsibilities

• Collaborate with the commercial team to close new prospects and upsells.
• Lead tailored demonstrations of FE fundinfo's Data Mastering and Nexus platform.
• Prepare and deliver presentations and workshops aligned to RFPs, RFIs, and discovery phases.
• Gather market intelligence to voice market needs to Product and Customer Success.
• Develop scalable artefacts and materials to strengthen sales processes.
• Support webinars and industry forums to build thought leadership.

Job description

(Internal job title: Market Specialist) Step into a high-impact role at the forefront of financial data technology, where your expertise will shape how leading asset managers manage, master, and trust their data.

(Internal job title: Market Specialist) Step into a high-impact role at the forefront of financial data technology, where your expertise will shape how leading asset managers manage, master, and trust their data.

As a Presales Solutions Consultant at FE fundinfo, you will be the commercial voice of our Data Mastering and Nexus platform, engaging prospects and clients throughout the pre-sale journey, championing the solution in the market, and acting as the critical bridge between client needs and our product and delivery teams. This is a role for someone who thrives at the intersection of deep domain knowledge, consultative selling, and genuine thought leadership, with real scope to influence both the commercial roadmap and the way we scale our client engagement approach.

Your key responsibilities as a Presales Solutions Consultant will include:

• Collaborating with the commercial team to bring new prospect and upsell opportunities to a successful close.
• Leading prospects and customers through compelling, tailored demonstrations of FE fundinfo's Data Mastering and Nexus platform.
• Preparing and delivering outstanding presentations and workshops aligned to RFPs, RFIs, and discovery phases that articulate best-practice operating models.
• Gathering market intelligence from prospective and current customers to act as the voice of the market internally with Product and Customer Success teams.
• Developing scalable artefacts, scripts, and supporting materials that strengthen both the sales process and proposition alignment.
• Supporting webinars and speaking at industry forums to build FE fundinfo's profile as a thought leader in data management.

You will need the following experience and skills to join us as a Presales Solutions Consultant:

• You have extensive experience working within an asset manager or a financial software provider serving the asset management industry.
• You have a proven background in financial services software consulting, pre-sales, or operational and service delivery.
• You have a strong ability to map complex financial and business concepts to practical system capabilities in a client-facing context.
• You are a confident, polished presenter with the skill to simplify complexity while commanding the detail when required.
• You have a detailed understanding of asset management processes around data management, document production, and dissemination.
• You are comfortable with occasional travel, including internationally, roughly once per quarter.

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!

At FE fundinfo, we believe that great work happens when people feel supported, connected, and inspired. You will join a collaborative team of specialists - working alongside sales, product managers, solution architects, and delivery teams - where knowledge-sharing and continuous learning are part of everyday life. We offer hybrid and flexible working arrangements, regular team events, and sponsored learning and development opportunities to help you grow your expertise and career with us.

Benefits

• 25 days of annual leave with the option to buy an extra 5 days each year.
• Benefit from enhanced paternity, maternity, and shared parental leave.
• Secure your future with our pension scheme.
• Advance your career with sponsored learning and development, including formal qualifications.
• Private medical insurance as employee wellbeing matters
• Stay fit with discounted gym memberships.
• Take advantage of the Bike to Work scheme for eco-friendly commuting.
• Keep your eyes sharp with eye care and flu jab services.