Presales Consultant - Fintech - SDLC

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    "description": "<p><span><span style=\"font-weight: bold\">Pre Sales Consultant – Fintech – Private Banking - Remote</span></span></p>\n<p><br></p>\n<p><span><span style=\"font-weight: bold\">Pre Sales Consultant</span></span><span> wanted as our team is growing fast!</span></p>\n<p><span> </span></p>\n<p><span>Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm!</span></p>\n<p><span> </span></p>\n<p><span>Company: Wealth Dynamix </span><span> </span></p>\n<p><span>Role: Pre Sales Consultant </span></p>\n<p><span>Location: Paris France</span></p>\n<p><span>Start Date: May / June 2026</span></p>\n<p><br></p>\n<p><span>Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self starter with experience in software delivery. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry, </span><span>apply now!</span><span> </span></p>\n<p><br></p>\n<p><span><span style=\"font-weight: bold\">Who are we?</span></span></p>\n<p><br><span> </span></p>\n<ul>\n<li><span>Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology. </span></li>\n<li><span>We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client.</span><br></li>\n<li><span>We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.</span> <br></li>\n</ul>\n<p><br></p>\n<p><span><span style=\"font-weight: bold\">What is the role?</span></span><span> </span></p>\n<p><br></p>\n<p><span>The <span style=\"font-weight: bold\">Pre-Sales Consultant</span> plays a crucial role in the sales process, engaging with prospects, clients and partners to showcase Wealth Dynamix’s innovative requirements and their fit to the needs of modern Private Banks and Wealth Managers.</span></p>\n<p><br></p>\n<p><span>This position involves a blend of industry understanding, technical competence, commercial awareness, and excellent communication skills to effectively manage pre-sales activities, ensuring a seamless transition from prospecting to project execution.</span></p>\n<p><br></p>\n<p><br><span style=\"font-weight: bold\"><span>Client Engagement:</span></span></p>\n<p><span style=\"font-weight: bold\"><br></span></p>\n<ul>\n<li><span style=\"font-weight: bold\"><span>Demos and Workshops</span></span><span>: Conduct engaging demonstrations and workshops with prospects, partners and clients effectively showcasing product capabilities and benefits.</span></li>\n<li><span style=\"font-weight: bold\"><span>Study Process</span></span><span>: Lead or support pre implementation analysis studies, which may include:</span></li>\n<li><span style=\"font-weight: bold\"><span>Scope Definition</span></span><span>: Clearly outline project scopes to meet client needs.</span></li>\n<li><span style=\"font-weight: bold\"><span>Gap Identification</span></span><span>: Identify which requirements are met via existing capabilities vs requiring product development or bespoke work.</span></li>\n<li><span style=\"font-weight: bold\"><span>Assumption Management</span></span><span>: Identify and document assumptions that impact project delivery.</span></li>\n<li><span style=\"font-weight: bold\"><span>Planning and Resourcing</span></span><span>: Collaborate with stakeholders to plan and allocate resources effectively.</span></li>\n<li><span style=\"font-weight: bold\"><span>Statement of Work (SOW)</span></span><span>: Prepare and present detailed SOW documents that capture project requirements and deliverables. Engage with sales to jointly define the related delivery commercials.</span><br><br></li>\n</ul>\n<p><span style=\"font-weight: bold\"><span>Collaboration with Sales and Project Teams:</span></span><span style=\"font-weight: bold\"><br></span><br><br></p>\n<p><span style=\"font-weight: bold\"><br></span></p>\n<ul>\n<li><span style=\"font-weight: bold\"><span>Commercial and Legal Support</span></span><span>: Work closely with the sales team to address commercial aspects and legal considerations associated with client engagements.</span></li>\n<li><span style=\"font-weight: bold\"><span>Transition Management</span></span><span>: Collaborate with project teams to prepare for sold projects, ensuring a smooth transition from pre-sales to project execution.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Support for Demonstration Environments:</span><br></p>\n<p><span style=\"font-weight: bold\"><br></span></p>\n<ul>\n<li><span style=\"font-weight: bold\"><span>Uplift Program</span></span><span>: Drive continuous improvement programs for demonstration environments, prioritizing and managing suggested product enhancements based on feedback and market trends.</span></li>\n</ul>\n<p><br></p>\n<p><span> </span><span style=\"font-weight: bold\"><span>RFI and RFP Management:</span></span><span style=\"font-weight: bold\"><br></span></p>\n<p><span style=\"font-weight: bold\"><br></span></p>\n<ul>\n<li><span style=\"font-weight: bold\"><span>Response Development</span></span><span>: Support the completion of Requests for Information (RFIs) and Requests for Proposals (RFPs), ensuring responses are detailed and accurate. Executed using direct knowledge and carefully managed engagement with internal Subject Matter Experts (SMEs), where required.</span><br><br></li>\n</ul>\n<p><span style=\"font-weight: bold\"><span>Methodology and Policy Development:</span></span><span style=\"font-weight: bold\"><br></span><span style=\"font-weight: bold\"><br></span></p>\n<ul>\n<li><span style=\"font-weight: bold\"><span>Evolution of Practices</span></span><span>: Contribute to the ongoing evolution of pre-sales methodologies and policies, ensuring alignment with industry standards and client needs.</span><br><br></li>\n<li><span>Ensure the security of systems, data, and people by following company security policies, reporting vulnerabilities, and maintaining a secure work environment across all settings. </span></li>\n</ul>\n<p><br></p>\n<p><span><span style=\"font-weight: bold\">Why should you apply?</span></span><span> </span></p>\n<p><br></p>\n<ul>\n<li><span>This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available.</span><br></li>\n<li><span>With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects </span><span>–</span><span> each with their own unique requirements and opportunities.</span><br></li>\n<li><span>We take career progression seriously, with investment into the WDX Academy for new and existing employee learning and development.</span><br></li>\n<li><span>You will learn a lot with exposure to multiple complex client needs.</span><br><br></li>\n</ul>\n<p><span><span style=\"font-weight: bold\">Who is best suited to this role?</span></span><span> </span></p>\n<p><br></p>\n<ul>\n<li><span style=\"font-weight: bold\"><span>Industry Knowledge</span></span><span>: Comprehensive knowledge of private banking and wealth management. Wider knowledge of asset management, corporate banking and retail banking is advantages.</span></li>\n<li><span style=\"font-weight: bold\"><span>Sales or Consultancy Experience</span></span><span>: Prior experience in pre-sales, consultancy or sales roles is expected.</span></li>\n<li><span style=\"font-weight: bold\"><span>Commercial Awareness</span></span><span>: Strong understanding of market dynamics and commercial strategies, particularly in the private banking and wealth management sectors.</span></li>\n<li><span style=\"font-weight: bold\"><span>Technical Acumen</span></span><span>: Semi-technical understanding of banking system architectures, including cloud vs. on-premise solutions, multi-tenancy, and data models. Coding skills are not required.</span></li>\n<li><span style=\"font-weight: bold\"><span>Independent &amp; Team Working Ability</span></span><span>: Capable of working both as part of a team and independently, managing multiple responsibilities and adapting to changing priorities.</span></li>\n<li><span style=\"font-weight: bold\"><span>Quick Learner</span></span><span>: Demonstrated ability to absorb new information and methodologies swiftly, adapting to evolving business needs.</span></li>\n<li><span style=\"font-weight: bold\"><span>Presentation Skills</span></span><span>: Confident, clear, concise communicator with the ability to present proposals and conduct demos effectively to C-level representatives. Ability to read the room and to confidently improvise, where required. </span></li>\n<li><span style=\"font-weight: bold\"><span>Pre-Sales Process Understanding</span></span><span>: Solid grasp of the typical pre-sales process, enabling effective engagement with clients.</span></li>\n<li><span style=\"font-weight: bold\"><span>Attention to Detail</span></span><span>: Exceptional attention to detail in presentation materials and outputs, ensuring high-quality, accurate deliverables.</span></li>\n<li><span style=\"font-weight: bold\"><span>Relationship Management</span></span><span>: Proven ability to establish and maintain strong relationships with clients at all levels, both internally and externally.</span></li>\n</ul>\n<p><br></p>\n<p>We believe we offer career defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.<span style=\"color: var(--gray10,#222); font-size: var(--font-size-medium,15px)\"> </span></p>\n<p><span> </span></p>",
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