- Solution-selling of entire product suite & perform high quality product demonstrations
- Completion of high-quality responses to prospective client RFI's (request for information) and RFP's (request for proposal)
- Qualifying requests from the customer with the solution and services
- Preparation and delivery of detailed solution presentations and workshops
- Responsible for the planning and delivery of workshops carried out during the sales process
- Ensure detailed documentation and knowledge transfer from the sales process to the implementation team after contract signature
- Develop a strong understanding of the investment Management technology market and become an expert in product suite.
- Representation at industry events and seminars
- Experience working within a pre-sales/sales engineering role supporting complex, solution-based sales within the Investment Management industry
- Detailed understanding of the Asset Management and wider Financial Services industries and associated business processes
- Excellent customer relationship skills, with the ability to focus on and understand customer requirements and map these to solutions on offer
- Ability to work closely with sales, marketing, product, support and implementations.
- Flexibility and willingness to travel within EMEA region.