About the Role

We are seeking a highly motivated and commercially focused Pre-Sales Specialist to support the growth of our SaaS portfolio management solutions across Switzerland, Belgium, the Netherlands and Italy.
Working as a trusted advisor alongside regional Sales Executives, you will engage with prospective clients throughout the sales cycle, demonstrating how our cloud-based portfolio management platform addresses the complex needs of investment managers, asset managers, wealth managers, family offices and institutional investors.
This is a quota-carrying role with co-prime responsibility for the achievement of sales targets for the in-scope portfolio management product suite. Success requires a combination of strong business acumen, financial markets knowledge, technical expertise and the ability to articulate business value to both executive and operational stakeholders.
Please note: This position can be located at our office in Milan, Frankfurt, or Madrid.
As our Pre-Sales Specialist, you will:

Partner with Sales Executives to develop account strategies and drive revenue growth across assigned territories.Qualify client business, functional, and technical requirements, contribute to opportunity planning and competitive positioning, and support commercial negotiations through solution expertise and value-based recommendations.Deliver tailored product demonstrations, proof-of-concepts, and technical validation activities that address client objectives and investment workflows.Lead discovery sessions to understand client processes, challenges, and portfolio management requirements.Design and present solution proposals and architectures that align customer needs with product capabilities.Act as a trusted advisor and subject matter expert on portfolio management solutions and industry best practices.Build strong relationships with stakeholders across investment, operations, technology, risk, and compliance functions.Present confidently to both technical and ex

Pre-Sales Specialist Portfolio Management Solutions

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