Now Hiring: Pre-Sales Consultant


As a Pre-Sales Consultant, you will be in a client facing role as well as collaborating closely with Product and Integration Teams. You will be supporting clients before, during and after onboarding, take part in planning and executing POCs, technical pre-sales, rule configuration and review.  

The right person will be a great communicator with a background in pre-sales (or similar). You will ideally have experience in a Trade Surveillance team and a good understanding of the financial services industry.

Primary Responsibilities Include:

  • Support Pre-Sales workflow from in depth Product demonstration to completion of the client onboarding process
  • Work closely with Sales to qualify the suitability of client workflows to the SteelEye offering
  • Work directly with clients to identify and build relationships with workload owners and capture detailed business workload information, requirements, and goals
  • Work with clients to maintain clear expectations about onboarding processes
  • Work alongside the Project Manager and Product teams to translate workload information into well planned actionable integration plan
  • Assist with keeping the Pre-Sales Collateral up to date
  • Help with RFI/RFPs
  • Assist the salesforce to drive sales through to a successful conclusion through relationship building and becoming a trusted advisor
  • Raise and track JIRA tickets



Pre-Sales Consultant


Head of Pre Sales


London, UK




June 2021

Key skills and experience:

  • Self-motivated with a can-do attitude
  • Ability to calibrate Market Abuse rules, analyse and explain results to customers
  • Technical onboarding, Business Analyst or Technical Project Management experience
  • Understanding the financial Regulatory landscape (MAR, MiFID II in particular)
  • Have a good understanding of the financial services industry, business practices and operations, including a detailed understanding of instrument and trading data and the lifecycle of a trade
  • TCA knowledge
  • Communication Surveillance experience preferable
  • Strong ability to create, draft, and maintain detailed technical documentation

Applying for the role

Join our fast-growing London team and help us revolutionise financial compliance. Apply by clicking the link below