PreSales Specialist

LSEG (London Stock Exchange Group); London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is on the lookout for a dynamic Pre-Sales Specialist to join their team in London. This role involves working closely with the Business Development team to drive sales of innovative Order and Portfolio Management Software. You will engage directly with clients, providing insightful software demonstrations and guiding them through the pre-sales discovery process. With a focus on building strong client relationships, you'll be instrumental in identifying and addressing client needs, ensuring a seamless sales experience. Join a collaborative environment where your expertise can make a significant impact in the financial services sector.

Benefits

Healthcare

Retirement Planning

Paid Volunteering Days

Wellbeing Initiatives

Qualifications

• 5+ years in financial services, preferably at a Software Vendor or Hedge Fund.
• Excellent presentation and problem-solving skills are essential.

Responsibilities

• Provide software demonstrations to stakeholders and recommend improvements.
• Capture detailed technical and workflow requirements during pre-sales.

Skills

Presentation Skills

Product Demonstrations

Problem Solving

Buy Side Workflows

SQL Knowledge

Education

Undergraduate Degree in Related Field

Tools

Order and Portfolio Management Systems

Job description

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Position Summary

We are seeking a Pre-Sales Specialist to work in our London Canary Wharf office. The Pre-Sales Specialist works closely with the Business Development team members on new sales opportunities for LSEG’s Order and Portfolio Management Software, AlphaDesk. You will provide in-person and/or remote software demonstrations to prospective clients. Our prospective clients are typically Hedge Funds and can include other Asset Managers. You will also be responsible for the pre-sales discovery process which involves capturing technical requirements, documenting existing workflows, solving complex workflow issues, and providing guidance on new/improved workflows that can be achieved by using our technology. Candidates should have previous experience with product demonstrations and have strong knowledge of buy side trading workflows.

Pre-Sales Specialist

Job Description

Position Summary

We are seeking a Pre-Sales Specialist to work in our London Canary Wharf office. The Pre-Sales Specialist works closely with the Business Development team members on new sales opportunities for LSEG’s Order and Portfolio Management Software, AlphaDesk. You will provide in-person and/or remote software demonstrations to prospective clients. Our prospective clients are typically Hedge Funds and can include other Asset Managers. You will also be responsible for the pre-sales discovery process which involves capturing technical requirements, documenting existing workflows, solving complex workflow issues, and providing guidance on new/improved workflows that can be achieved by using our technology. Candidates should have previous experience with product demonstrations and have strong knowledge of buy side trading workflows.

Role Responsibilities

• Provide software demonstrations of our Order and Portfolio Management System, AlphaDesk, to various stakeholders (Portfolio Managers, Traders, Operations staff, CFO, etc.). Provide recommendations on how to improve the sales and demonstration process.
• Complete pre-sales discovery process capturing detailed technical and workflow requirements, ensuring that the work required falls within the budget and scope of the implementation.
• Act as a technical resource to the sales team, and in some cases to the implementation teams.
• Identify any client requirements not met by the software, and recommend to management what steps are necessary to address any gaps and whether to proceed with the sale.
• Develop knowledge of various Refinitiv products to improve sales success.
• Manage software demo environments.
• Interface with the Product Management team providing feedback for any complex workflow issues discovered in the sales process that may require development.
• Interface with the Implementation team providing guidance on software implementations ensuring smooth delivery.
• Build strong relationships and become a trusted point of contact for our clients.
• Take part in prospective client RFP/RFI responses
  
  

Qualifications And Experience Required

• Excellent presentation skills (verbal & written).
• Previous experience providing software demonstrations.
• Detail oriented and creative problem solver.
• Strong understanding of buy side workflows for portfolio management, trading/settlement, reconciliation, accounting, and reporting.
• Minimum 5 years of experience in the financial services industry, preferably at a Software Vendor or Hedge Fund.
• Working knowledge of Order and Portfolio Management Systems.
• SQL knowledge.
• Ability to handle and prioritize multiple tasks and work independently.
• Undergraduate degree in related field.
  
  

As a global business, we rely on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the world−regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Refinitiv is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

Location

Canary Wharf, London, United Kingdom

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  IT Services and IT Consulting and Financial Services

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