Senior Manager / Asst Vice President - Presales

The ideal candidate should possess strong domain knowledge of AIF/Fund Administration, Fund Accounting, Registrar & Transfer Agency (RTA), Wealth Management, Analytics, or related financial-services platforms, along with the ability to translate client requirements into compelling business and technology solutions.

Key Responsibilities

• Presales & Solution Consulting
• Collaborate with sales teams to qualify opportunities and understand client requirements.
• Lead solution discussions, discovery sessions, and requirement-gathering workshops with prospective clients.
• Design and articulate business and technology solutions aligned to client needs.
• Develop solution architectures, value propositions, and business benefits for proposed offerings.
• Act as a trusted advisor during the sales lifecycle. RFP/RFI/RFQ Management
• Own and coordinate responses for RFPs, RFIs, RFQs, and due-diligence questionnaires.
• Work closely with Product, Operations, Technology, Legal, Compliance, and Delivery teams to create compelling submissions.
• Ensure solution accuracy, commercial viability, and adherence to timelines. Client Presentations & Demonstrations
• Prepare and deliver executive-level presentations, product demonstrations, and solution walkthroughs. • Present business cases, implementation approaches, operating models, and platform capabilities to client stakeholders.
• Participate in customer workshops, conferences, and industry events as a subject matter expert.
• Client Onboarding & Implementations
• Support client kick-off meetings and transition activities post-deal closure.
• Partner with implementation and delivery teams to ensure smooth client onboarding. • Provide functional guidance during solution deployment and initial implementation phases. Business Development Support
• Assist sales teams in opportunity strategy, competitive positioning, and account planning. • Develop case studies, solution collateral, pitch decks, and market-facing content. • Track industry trends, regulatory developments, and competitor offerings within the financial services ecosystem. • Contribute to go-to-market initiatives and new business opportunities.

Desired Candidate Profile

• Experience • 12-15 years of experience in Presales, Solution Consulting, Business Consulting, Product Consulting, or Client Solutions roles.
• Experience supporting enterprise software/platform sales within financial services organizations. • Exposure to medium-to-large transformation, platform implementation, or operational outsourcing engagements.