Pre-Sales Consultant, Financial Services

Overview

As a Pre-Sales Consultant for Financial Services, you bridge technology and client needs to drive structured product evaluations and new revenue. You will collaborate with Account Executives to tailor demos and use cases for finance professionals, shaping future product directions through client feedback. You’ll engage with decision-makers across asset management, investment banking, private equity/VC, and hedge funds, delivering high-impact, consultative evaluations. This role blends domain expertise with product know-how to unlock value and guide prospects to close.

Responsibilities

• Partner with GTM teams to run product evaluations and drive revenue growth
• Build and curate Finance use cases by discovering clients’ research workflows and pain points
• Forge and maintain relationships with investment professionals across financial institutions
• Translate client feedback into product/content improvements and inform beta programs
• Collaborate cross-functionally to influence product direction based on client needs
• Support evaluation programs through various formats (on-site workshops, whiteboard sessions, demos)
• Contribute to future use-case development for key personas in AlphaSense

Key requirements

• 2+ years in Financial Services role or supporting FS clients in fintech/SaaS
• Curiosity about Generative AI in Financial Services and awareness of GenAI landscape
• Executive presence with ability to explain technical solutions to business audiences
• High-impact, ownership mindset with autonomous working style
• Consultative, client-facing professional capable of distilling complex issues
• Strong collaboration and ability to influence across GTM, Product, and Content teams

• communication
• problem-solving
• curiosity
• Generative AI in Financial Services
• industry knowledge across Asset Management, Investment Banking, Private Equity/VC, Hedge Funds
• ability to run tailored demos and evaluations

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