Description
Gloss PreSales Consultant | London | initially 12 months Contract
This key position requires the successful candidate to be involved with any and all aspects of the pre-sales process with existing and prospective clients. This includes functional analysis, proposals, pricing, RFIs/RFPs, workshops and demos, contractual documentation contribution and generic product literature oversight.
Should have knowledge of the following and 'PLAIN VANILLA'-The most basic or standard version of a financial instrument, usually options, bonds, futures and swaps.
The successful candidate will have a background in financial technology solutions for post trade securities and/or derivative processing, either within a relevant software/service provider or technology department of an investment bank.
The successful candidate will be primarily focused on Gloss and Gloss-based solutions and services, although also covering PROactive Broker (Tarot).
Prospect Specific Tasks:
- Formulating functional and technical solution for prospects
- Identifying functional gaps for prospects and working with development analysts on sizing those gaps
- Both directly and indirectly (supporting the sales team) building and managing prospect relationships on aspects including product functional, operational, commercial, contractual and strategic elements.
- Provide review sales proposals to ensure correct level of service representation is pitched with realistic positivity.
- Provide indicative, detailed and full pricing levels
- Liaise with Finance Department in providing formal business cases for signed-off deals
- Handover of materials to implementation team for successful opportunities
- Coordinate post mortems on selective missed opportunities
- Gatekeeper for the logging of all prospect-specific documentation (RFI responses, proposals, pricing etc.)
- Coordinate and respond to RFIs, RFPs, proposal requests, pricing requests
- Project management of the larger pre-sales opportunities
- Determine project assumptions, timelines and High Level Estimates for prospect proposals (build and implementation)
- Maintain basic database of relevant details of all active prospects.
Key Competencies
- Strong, clear communication (both written and oral), including influencing skills
- Numerate and commercial acumen
- Strong analytical, organisational and planning skills
- Able to build and maintain strong relationships both internally and with clients
- Critical thinking and problem solving skills, ie the ability to make decisions and assess risk
- Experience and involvement in change programmes and scoping solutions
- Flexible approach to work and used to working in a stressful environment
If you are interested in this opportunity then sent me to (see below) your CV and I will call you ASAP to discuss more.