Treasury Presales Consultant

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

Job summary

Confidential is seeking a Presales Treasury Solutions Consultant to drive UK-focused growth across Europe by understanding client challenges and crafting tailored treasury technology solutions. You will deliver engaging product demonstrations, create compelling use-cases, and respond to RFIs to advance opportunities within complex sales cycles.

The role requires strong presentation and stakeholder management skills, experience in presales or treasury technology, and the ability to work with

Qualifications

• Experience in presales, consulting or solution definition within corporate treasury.
• Strong understanding of treasury processes and technology.
• Experience of complex sales cycles and software-as-a-service solutions.
• The ability to translate client needs into clear, practical recommendations.
• Strong presentation, communication and stakeholder management skills.
• A proactive, commercially minded approach.
• Experience collaborating with international and cross-functional teams.
• French, German or Italian language skills would be an advantage.

Responsibilities

• Understanding client requirements and developing tailored treasury solutions.
• Delivering product demonstrations, presentations and use-case walkthroughs.
• Preparing responses to requests for information and proposals.
• Qualifying sales opportunities and supporting complex sales processes.
• Addressing business and technical questions throughout the presales cycle.
• Identifying product gaps and working with internal teams to shape solutions.
• Supporting solution planning, project scoping and cost estimation.
• Contributing to business development campaigns and sharing treasury technology expertise.

Skills

Presales

Treasury

Solutions consulting

RFI responses

Presentations

SaaS

Stakeholder management

Cost estimation

Job description

Presales Treasury Solutions Consultant
Full-time UK-focused remit with European coverage
Competitive salary + benefits

We are partnering with an established financial technology business to appoint a Presales Treasury Solutions Consultant, supporting the growth of its corporate treasury technology offering across the UK and Europe.

This opportunity suits a treasury technology professional who enjoys understanding client challenges, shaping solutions and bringing them to life through engaging presentations and demonstrations.

The role

Working closely with the treasury sales team, you will help prospective and existing clients understand how technology can support their treasury operations. Responsibilities include:

• Understanding client requirements and developing tailored treasury solutions.
• Delivering product demonstrations, presentations and use-case walkthroughs.
• Preparing responses to requests for information and proposals.
• Qualifying sales opportunities and supporting complex sales processes.
• Addressing business and technical questions throughout the presales cycle.
• Identifying product gaps and working with internal teams to shape solutions.
• Supporting solution planning, project scoping and cost estimation.
• Contributing to business development campaigns and sharing treasury technology expertise.

About you

You will bring experience in presales, consulting or solution definition within corporate treasury, alongside a strong understanding of treasury processes and technology.

You will also have:

• Experience of complex sales cycles and software-as-a-service solutions.
• The ability to translate client needs into clear, practical recommendations.
• Strong presentation, communication and stakeholder management skills.
• A proactive, commercially minded approach.
• Experience collaborating with international and cross-functional teams.

French, German or Italian language skills would be an advantage.

What's on offer

A competitive salary and benefits package, ongoing professional development, and the opportunity to work with advanced treasury technology in a collaborative international environment.