Presales Consultant

Date Posted: Posted30+ days ago
Sydney NSW

Job Description


Salt has partnered with a global company who specialise in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. This company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, there are over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.


As a PreSales Consultant you will be a Sales focused individual with a solution focused mind who can partner with clients and identify the most suitable products for their business. In addition, you will work collaboratively with multiple internal teams such as Project and Product stakeholders to deliver within the Sales team. You will have excellent presentation skills and an understanding of the sales process to drive to completion and success.


  • Support presales activities including responding to RFP/RFI’s
  • Partner with Project and Product stakeholders to identify and specify functional system requirements, processes, and non-functional requirements during the initial and ongoing sales process
  • Analyse client needs and gaps and recommend best possible solutions
  • Drive the sales process through to completion providing technical support and guidance to both internal and external stakeholders
  • Perform and or coordinate walkthrough sessions


  • Degree in Information Systems, Business Administration, Finance or other related fields from a well-recognised University
  • At least 5 years work experience as Presales Consultant.
  • Industry knowledge on Private Banking/Wealth Management or Investment Management (client facing consulting experience will also be considered)
  • Experience in client-facing sales, exposure to financial products and some knowledge of software architecture principles is preferred
  • A strong sense of work commitment and should be able to handle – in fact, really enjoy! – a fast-paced project environment


This role is a “first boots on the ground” style of role. Your direct manager is based overseas so it would suit someone who is happy to work autonomously and have the drive and motivation to get results on their own.

Salt is acting as an Employment Agency in relation to this vacancy.

Job Information

Job Reference: JO-2110-248273 Salary: AU$140000.00 - AU$153000.00 per annum Salary per: annum Job Duration: Job Start Date: ASAP Job Industries: Sales Job Locations: Sydney Job Types: Permanent Job Skills: account management, engineer, Enterprise, finance, SaaS, sales, SME, Software, software as a service, technology, Wealth Management

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