Pre-Sales Executive - Fintech

You will work closely with Sales, Delivery, Product and Marketing teams to understand client requirements, shape solutions, support business development and take opportunities through the pre-sales lifecycle. This is a hands-on role for someone who is comfortable engaging clients, understanding business and technical requirements, developing solutions and proposals, and supporting Sales teams through to deal closure.

Solution Consulting & Client Engagement

• Engage prospective and existing clients to understand their business, operational and technology requirements.
• Lead discovery sessions and solution workshops.
• Translate business requirements into practical, scalable technology solutions.
• Develop and deliver compelling product and solution demonstrations.
• Act as a trusted technical and commercial advisor throughout the pre-sales process.

• Work closely with Sales teams to qualify and develop opportunities.
• Support solution positioning and value proposition development.
• Participate in client meetings, presentations and technical discussions.
• Help move qualified opportunities through the sales cycle and contribute to successful deal conversion.
• Identify opportunities for additional solutions based on client needs.

RFPs & Proposals

• Lead the preparation and submission of RFPs, tenders, proposals and other client documentation.
• Coordinate input from technical, product, commercial and delivery teams.
• Develop clear solution narratives that address both client requirements and business value.
• Ensure proposals are accurate, commercially sound and submitted within agreed timelines.

Solution Design & Technical Validation

• Develop solution approaches that are technically feasible and aligned to client requirements.
• Work with Product, Engineering and Delivery teams to validate proposed solutions.
• Identify technical dependencies, assumptions and implementation risks before commitments are made.
• Ensure agreed solutions are properly documented and handed over to delivery teams.

Market & Commercial Intelligence

• Monitor customer needs, market developments, competitor activity and emerging technology trends.
• Provide insights that support product positioning, pricing and commercial strategy.
• Contribute to case studies, solution collateral and internal knowledge resources.

Cross-functional Collaboration

• Partner closely with Sales, Marketing, Product and Delivery teams.
• Balance customer requirements with technical feasibility and commercial considerations.
• Support continuous improvement of the organisation's pre-sales processes and tools.

• 5–10 years' experience in pre-sales, solution consulting, sales engineering or a similar role.
• Experience supporting complex B2B technology or enterprise sales .
• Strong experience in solution design, technical discovery and client presentations.
• Proven experience managing RFPs, tenders and complex proposals .
• Experience working with Sales, Product, Engineering and Delivery teams.
• Ability to understand business requirements and translate them into technically viable solutions.
• Strong commercial awareness and understanding of the sales cycle.
• Strong written and verbal communication skills.
• Ability to manage multiple opportunities, competing deadlines and different stakeholders.
• Experience in fintech, banking, payments, financial services or enterprise software will be an advantage.

A Bachelor's degree in Technology, Business, Computer Science, Information Systems or a related field is required. An MBA or relevant postgraduate qualification will be an advantage.

• Qualified opportunities are properly supported from discovery through closure.
• Proposals are accurate, competitive and delivered within agreed timelines.
• Solutions are technically validated before commercial commitments are made.
• Risks, assumptions and client commitments are clearly documented.
• Pre-sales contributes measurable pipeline and revenue impact.
• Deals are handed over to Delivery with complete and accurate documentation.