HEAD OF PRESALES — SaaS | Capital Markets

Iopa Solutions; New York (NY); Hybrid; USD 280,000 - 322,000; Full time

Job summary

A fast-scaling SaaS provider in capital markets is seeking a strategic presales leader. This role involves redefining the presales function, engaging with top-tier banks, and influencing product development based on market demands. Ideal candidates are seasoned professionals with significant experience in capital markets SaaS, capable of bridging product and client needs.

Benefits

Performance-based bonus

Remote-first mindset

Influence over hiring and client strategy

A say in product and commercial roadmap

No technical debt baggage

Qualifications

• 8+ years of experience in presales, solution consulting, or product specialist roles in capital markets SaaS.
• Ability to engage senior stakeholders, from COOs to Heads of Ops & Risk.

Responsibilities

• Building the presales engine in the U.S. — from methodology to strategy.
• Engaging with major banks and trading firms to solve enterprise-grade problems.
• Working directly with engineering and product teams to shape market-driven roadmaps.

Skills

Presales

Solution Consulting

Product Specialist

Trading Infrastructure

Post-trade Workflows

Regulatory/Data Systems

Stakeholder Engagement

Complexity Translation

High-Autonomy Role

Job description

New York (Hybrid/Remote Options)

$280,000 + Bonus + Strategic Influence

Build. Shape. Lead. Redefine the Game.

This isn’t just another presales role. It’s your opportunity to redefine how capital markets engage with cutting-edge SaaS — and leave a legacy while doing it.

We’re not looking for someone to “support sales.” We’re looking for someone to partner with clients, product, and engineering at a strategic level, someone who thrives in high-stakes engagements and knows how to shape complex requirements into winning solutions.

This is not plug-and-play. This is pioneer-and-elevate.

About the Firm (Without Giving Too Much Away)

A fast-scaling, mission-critical capital markets SaaS provider, transforming post-trade, risk, and data operations across Tier 1 banks, asset managers, and trading venues.

Backed by deep tech and major wins in North America and EMEA — now entering a bold new growth phase. You’ll be leading from the front line.

Why This Role Is Rare

• You own the function. Build the presales engine from the ground up in the U.S. — from methodology to playbooks to team strategy.
• Work with major logos. You’ll engage with some of the largest banks and trading firms globally — solving genuine enterprise-grade problems.
• Bridge product and performance. You’ll work directly with engineering and product, helping shape roadmap based on market demand.
• Future LT potential. This isn’t capped. Step into global leadership, or move laterally into product, growth, or strategy — the platform supports it.

You Bring:

• 8+ years of presales, solution consulting, or product specialist experience in capital markets SaaS
• Deep understanding of trading infrastructure, post-trade workflows, or regulatory/data systems
• Gravitas to engage senior stakeholders — from COOs to Heads of Ops & Risk
• Ability to translate complexity into clarity — and trust into revenue
• Comfort operating in high-autonomy, high-impact roles

What’s On Offer:

• $280,000 USD base + performance-based bonus
• Remote-first mindset with flexibility around NYC
• Influence over hiring, presales culture, and client strategy
• A genuine say in product and commercial roadmap
• A platform that actually delivers — with zero technical debt baggage

The Hook:

There are roles where you inherit something great. And then there are roles where you’re the reason it becomes great.

This is the second one.

Interested? Let’s talk. Apply directly or reach out confidentially to learn more.

This kind of opportunity doesn’t hit your inbox often — and it won’t sit open long.