Treasury Pre-Sales Consultant

developrec; Greater London; Hybrid; GBP 100,000 - 124,000; Full time

Job summary

An innovative financial technology firm is on the lookout for a skilled Treasury Pre-Sales Consultant. This pivotal role, based in London, focuses on supporting pre-sales activities across Europe, particularly in the UK. Collaborating closely with Treasury Sales Executives, you'll engage in business development, deliver compelling product demonstrations, and provide both technical and business expertise to prospective clients. If you're driven, results-oriented, and ready to make an impact in a fast-paced environment, this is the opportunity for you.

Qualifications

• Considerable experience in pre-sales and solution consulting within treasury.
• Strong knowledge of SaaS-based sales cycles and treasury best practices.

Responsibilities

• Support business development efforts and deliver product demonstrations.
• Translate client requirements into tailored treasury solution recommendations.

Skills

Pre-sales experience

Solution consulting

Sales processes knowledge

Business acumen

Excellent communication skills

Negotiation abilities

Adaptability

Job description

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Head of Global Delivery Centre | Tech Recruitment Partner @ developrec

Treasury Pre-Sales Consultant – Hybrid (2 days per week in London) – £100 - £124k+ 30% commission

A leading financial technology firm is seeking a skilled and driven Treasury Pre-Sales Consultant to join its growing Treasury team. Based in London, this role supports pre-sales activities across Europe, with a strong focus on the UK market.

The ideal candidate will collaborate closely with Treasury Sales Executives to support business development efforts, deliver compelling product demonstrations, and provide both technical and business expertise to prospective clients.

Key Responsibilities:

• Respond to Requests for Information (RFIs) and Requests for Proposals (RFPs).
• Qualify sales opportunities and support in progressing them to closure.
• Deliver impactful service demonstrations and use-case walkthroughs.
• Address business and technical pre-sales challenges, particularly in the treasury domain.
• Translate client requirements into tailored FIS treasury solution recommendations.
• Support project managers in solution planning and cost estimations.
• Contribute to regional business development campaigns focused on treasury offerings.
• Share insights and best practices related to treasury technology and innovation.
• Effectively present to and engage with a variety of stakeholders and audiences.
• Lead by example, actively supporting teamwork and collaboration.

Qualifications & Experience:

• Considerable in pre-sales, solution consulting, or solution definition roles within the treasury sector
• Strong knowledge of sales processes, including complex and SaaS-based sales cycles.
• Proven consulting experience with strong business acumen and the ability to lead treasury-related discussions.
• Results-oriented mindset with high levels of accountability and motivation.
• Ability to think creatively, act autonomously, and learn quickly.
• Experience working in a global, cross-functional environment.
• Excellent interpersonal skills, including communication, collaboration, and negotiation abilities.
• Adaptable to the evolving expectations and needs of a fast-paced sales organization.
• Familiarity with treasury best practices and financial technology solutions.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

• Industries

  Financial Services and Banking

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