Senior Pre-sales Consultant

Job Description

As a Senior Pre-Sales Consultant (Wealth Tech) at Evooq, you will sit at the intersection of product, sales, and clients. You will help banks and wealth managers understand how Evooq’s platform can transform their advisory, portfolio management, and investment processes — and you will shape how we position, demonstrate, and sell our solutions.

• Partner with Business Development to qualify opportunities, shape discovery, and translate stakeholder needs into clear solution value.
• Deliver tailored demos across the sales cycle—from early discovery to executive and board-level sessions—anchored in measurable outcomes.
• Own and orchestrate demo environments end-to-end (datasets, configurations, integrations, scripts) that are robust, reusable and production-grade, aligned with client use cases.
• Run presales workshops (functional and technical): requirements deep-dives, fit-gap analysis, integration mapping, security and deployment options.
• Create and maintain presales collateral (decks, talk tracks, ROI models, demo videos, one‑pagers) and scale the function with process and AI tooling.
• Lead RFI/RFP responses: drive timelines, coordinate contributors, craft compelling, compliant answers, and own submission quality.
• Co‑design target architectures with Solutions Architects, BD, and Product (APIs, data flows, custodians/market data, SSO, cloud).
• Act as the voice of the client towards Product and Implementation; package field feedback into clear problem statements and influence the roadmap.
• Track and improve presales KPIs (win‑rate, stage conversion, asset adoption, cycle time) and continuously refine playbooks.
• Support marketing/events with high‑impact demos, webinars, and conference presentations.
• Travel across Europe/Switzerland for onsite workshops and executive sessions (approx. 20%).