B
Senior Pre-Sales Manager
Not specifiedFull-timeBusiness DevelopmentFinTech
Own the technical and delivery aspects of complex pre-sales opportunities, translating client needs into feasible solutions and clear scope, estimates, and commitments. Partner with Sales, Product, R&D, and delivery teams on opportunities for financial platforms.
Responsibilities
- Support Sales on strategic and complex opportunities, including client discovery and requirements gathering.
- Define solution configurations, integration approaches, data flows, customization needs, scope boundaries, and assumptions.
- Assess delivery complexity, effort, timelines, risks, and dependencies; inform proposals, statements of work, and pricing discussions.
- Lead tailored demonstrations and proofs of concept, and own the technical narrative in RFP, RFI, security, and vendor due-diligence processes.
- Work with Product and R&D to validate feasibility and distinguish product configuration, roadmap work, and custom development.
- Set clear client expectations before contract signature and hand over documented scope, assumptions, risks, and success criteria to delivery teams.
- Support strategic accounts during early delivery to prevent scope drift and expectation gaps.
- Turn recurring client needs and capability gaps into prioritized product and roadmap feedback.
- Develop reusable solution templates, estimation frameworks, reference architectures, and sales enablement materials.
Requirements
- At least 5 years in pre-sales, solutions engineering, solution consulting, or product management, including commercially facing experience in a B2B or B2B2C fintech environment.
- Deep familiarity with retail trading, brokerage, or online investing, including trading flows, onboarding and KYC, market data, user engagement, monetization, and regulatory constraints.
- Experience scoping and estimating effort, timelines, and dependencies that are used in contractual commitments.
- Strong product judgment and ability to turn ambiguous client requests into defensible solution definitions.
- Commercially minded and comfortable influencing client-facing deals and setting appropriate boundaries.
- Able to work effectively with R&D and understand APIs, integrations, data pipelines, and technical estimates.
- Excellent written and spoken English and confidence working with senior stakeholders.
Nice to have
- Experience with API-based or embedded product integrations.
- Exposure to AI/ML products and managing client expectations around them.
- Experience with banks, brokers, or wealth platforms across multiple regions.
- Background in equity research, capital markets, or investment products.
- Experience building an early-stage pre-sales function.