Pre-Sales Consultant, Financial Services

The role

The Pre-Sales Consultant will partner with Account Executives to run product evaluations and drive new business revenue. You will build financial services use cases and engage with investment professionals to demonstrate platform value.

What you will do

• Collaborate with Account Executives to run product evaluations to drive revenue growth.
• Conduct discovery into clients' research workflows and painpoints.
• Develop new and emerging use cases with clients.
• Engage directly with investment professionals at financial institutions.
• Build rapport with prospects and establish credibility as a domain and product expert.
• Translate client feedback and share product and content improvement requests internally.

Required qualifications

• 2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation.
• Exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
• Demonstrated interest in the transformative potential of AI for the financial sector.
• Knowledge of the competitive landscape for GenAI in Financial Services.
• Capacity to engage stakeholders at all levels and explain technical solutions to business-oriented audiences.
• Comfort with conducting evaluations such as on-site workshops, whiteboard sessions, and multi-call demos.
• Ability to thrive on autonomy.
• Articulate, consultative, and confident client-facing professional.
• Ability to build and maintain strong internal relationships.

About the company

AlphaSense is the AI platform redefining market intelligence and workflow orchestration. The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents.