Senior Product Specialist (Pre-Sales) – Financial SaaS Solution

WeeFin; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

WeeFin, a fast-growing SaaS company, seeks a Senior Product Specialist (Pre-Sales) in London. This pioneering role involves engaging with high-profile clients to shape innovative financial solutions. With a focus on sustainable finance, you'll contribute to strategic deals while establishing best practices in a dynamic environment.

Qualifications

• 5+ years’ experience in a product specialist, pre-sales, business analyst, or ESG/financial consulting role.
• Strong understanding of capital markets and regulatory landscape.
• Native or fluent English speaker; French or another European language is a plus.

Responsibilities

• Act as subject matter expert in financial markets during client engagements.
• Lead detailed product demonstrations and workshops.
• Translate complex business requirements into product configurations.

Skills

Understanding of capital markets

Knowledge of ESG and sustainable finance

Excellent communication skills

Client engagement

Team-oriented

Education

5+ years’ experience in relevant role

Strong background in financial consulting

Job description

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Client:

WeeFin

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

21f4a63ce555

Job Views:

6

Posted:

25.06.2025

Expiry Date:

09.08.2025

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Job Description:

About Us:

We are an innovative SaaS company providing advanced solutions to the financial services industry, with a strong emphasis on regulatory compliance and sustainable finance. Our clients include leading asset managers, banks, and institutional investors across Europe.

As we expand our presence in the UK, we are looking for a high-impact individual to join us as the first Pre-sales team member based in the region. This is a unique opportunity to shape our local footprint while contributing to strategic deals across Europe.

Role Overview:

As a Senior Product Specialist (Pre-Sales), you will play a key role in the sales process, working at the intersection of the product, business, and client success teams. You will bring deep expertise in capital markets and sustainable finance to design and present high-value solutions to prospective clients.

You’ll support sales engagements, lead product demonstrations, and contribute to tailored proposals. Your input will be instrumental in guiding solution design, providing market feedback to the product team to enrich the solution, and ensuring a seamless transition to delivery teams.

Being the first pre-sales in a growing UK team, you will also play a strategic role in helping to establish local best practices and influence our commercial expansion in the region.

Key Responsibilities:

Act as a subject matter expert in financial markets and sustainable finance during client engagements.

Partner closely with Sales to understand client needs and position relevant solutions.

Lead detailed product demonstrations, workshops, and Q&A sessions with financial institutions.

Contribute to RFP/RFI responses, technical questionnaires, and solution design.

Translate complex business requirements into product configurations and documentation.

Provide structured feedback to Product teams on market trends and client expectations.

Help build and maintain sales support content (use cases, demo scripts, product decks).

Represent the company in the UK market and contribute to local business development initiatives.

Why Join Us?

Take a strategic role in a fast-growing SaaS company at the forefront of financial innovation.

Be the first UK-based team member with the opportunity to shape our local presence.

Contribute to meaningful projects that support sustainable finance and regulatory compliance.

Work in a collaborative, intellectually stimulating, and mission-driven environment.

WeeFin Growth

Series A round: 7m€ at the end of 2023 with 4 investment funds: Asterion Ventures, Investir&+, Iris Capital and Ring Capital

Series B round: 25m€ at the beginning of 2025, led by BlackFin

More than 80 employees across the Paris & London offices

5+ years’ experience in a product specialist, pre-sales, business analyst, or ESG/financial consulting role.

Strong understanding of capital markets (financial instruments, front-to-back processes, and regulatory landscape).

Knowledge of ESG and sustainable finance frameworks (SFDR, EU Taxonomy, TCFD, etc.).

Experience with pricing structures and the elaboration of a pricing strategy

Excellent written and verbal communication skills; ability to convey complex information clearly.

Comfortable engaging with senior client stakeholders (e.g., portfolio managers, risk officers, compliance leads).

Team-oriented, client-focused, and highly self-driven.

Native or fluent English speaker; French or another European language is a plus.

Based in the UK, London, or willing to travel regularly for client meetings.

Interview Process

Initial Screening – 30 minutes

• A short conversation to assess fit and answer initial questions.

Qualifying Interview – 1 hour 30 minutes

• An in-depth discussion exploring experience, technical skills, and motivation.

Focus Interview – 30 minutes

• A targeted discussion on specific skills or business cases relevant to the role.

Final Interview – 30 minutes

• A conversation with senior leadership to align on values and expectations.

Reference Checks – Two professional references

Offer Stage – Formal offer from WeeFin

Negotiation Stage – Open discussion on the terms