Sales Solution Manager / Pre-Sales Engineer

Overview

As Sales Solution Manager, you bridge product capability with customer needs, delivering technical product advice and live demonstrations to support pre-sales discussions. You’ll be the expert on our suite, helping the sales team articulate value and navigate reporting requirements for mutual funds. Your role includes enabling post-sales follow‑up, POC management, and supporting product launches. You’ll work with a global, growth‑oriented team in a collaborative culture that values professional development.

Responsibilities

• Deliver detailed product demonstrations and articulate differentiating value propositions
• Build and maintain product demonstration databases
• Serve as subject matter expert on reporting requirements, industry trends, and product changes
• Assist sales with discovery workshops and provide deeper insights
• Support marketing at trade shows and conferences; drive participation in new product launches
• Manage technical interactions around Proof of Concept with prospects/clients
• Provide post-sales consulting and follow-up on technical expectations set during pre-sales

Key requirements

• Bachelor degree in Business Administration, Finance, Accounting, MIS with four+ years of experience
• Experience with financial services technologies
• International business and investment services industry experience
• Familiarity with sales processes and best practices in the Managed Buying Process
• Willingness to travel
• Strong ability to engage prospects and generate interest in software solutions

• strong communication and presentation skills
• proactive problem-solving
• ability to work cross-functionally with sales and marketing
• financial reporting knowledge
• experience with software demonstrations and PoC management
• industry knowledge of mutual funds/back-office operations

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