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Senior Pre-sales consultant (Treasury Operations)

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Senior Pre-sales consultant (Treasury Operations)

  • Location:


  • Sector:

    LMA Asia Operations

  • Job type:


  • Salary:


  • Contact:

    Sabyasachi Konar (Sabya)

  • Job ref:


  • Published:

    29 days ago

  • Expiry date:


  • Client:


Senior Pre-sales consultant (Treasury Operations)


  • Plays an integral role in the sales process utilizing knowledge of company's solution(s), financial product, and financial markets to assist sales executives in addressing client/prospect requirements.
  • Develops appropriate product solutions to meet client/prospect business requirements.
  • Drives solution assurance process on behalf of sales executives to obtain client/prospect requirements, identifies and prioritizes functionality gaps with sales representatives and clients/prospects, initiates request-source process to obtain estimates to address functionality gaps or define appropriate workarounds and gathers all necessary information for internal suppliers to commit to performing the conversion
  • Drives commitment process on behalf of sales executives to obtain internal commitment to perform work defined in solution assurance documents.
  • Maintains detailed notes in enterprise contact management system to assist in bringing sales opportunities to closure.
  • Provides input to appropriate sections of requests for proposal (RFPs) and requests for information (RFI).
  • Conducts workshops for requirements scoping or proof-of-concept
  • Sets up and delivers product presentations/demonstrations to clients/prospects either in person or via web-based tools.
  • Creates and maintains product presentations.
  • Participates in business requirements review with clients/prospects.
  • Participates in product release process.
  • Provides feedback on client/prospect requirements to company's product managers on regularly scheduled basis.


  • At least 7 years of experience working in a capital market business or technology area
  • Understanding of capital market products, collateral processing and post-trade operations across the financial services industry
  • In-depth knowledge of post trade operations (Confirmation, Settlement, Accounting) and collateral processing (trading book)
  • Understanding of the entire sales cycle, from market research through contract signing
  • Analytical and consultative approach to client engagements
  • Equally comfortable working independently or as part of a team
  • Ability to organise, prioritise, and multi-task
  • Excellent written and verbal communication skills
  • Outstanding presentation abilities
  • Experience of working with SQL Databases
  • Prior experience working within a software company as a Pre-Sales in capital market space
  • Certification in CPA or CFA
  • Supported Asia Pacific and Middle East Africa sales organization
  • Perform discovery calls and meetings
  • Perform sales presentations and deliver solution demonstrations
  • Build customized demonstrations and POC as an aid to the sales process
  • Provide coverage at annual trade shows and customer events
  • Provide project handover to Professional Services where relevant

Company Reg No.: 201131609D | License No.: 11C4684 | Reg No: R23118261, Sabya Konar