Pre-Sales Consultant, Financial Services

London, Greater London, England · London · 2+ years experience · Onsite · Posted Oct 9, 2026

At a glance

The Pre-Sales Consultant for Financial Services partners with Account Executives to drive new business by demonstrating the value of the AlphaSense platform. This role involves conducting discovery, running tailored product evaluations, and acting as a domain expert to help financial professionals optimize their research workflows.

Partner with GTM teams to run seamless product evaluations and drive new business revenue growth.
Conduct targeted discovery into clients' unique research workflows and pain points.
Build and curate bespoke financial services use cases for the platform.
Engage directly with investment professionals to understand their challenges and build rapport.
Establish credibility as a domain and product expert throughout the sales cycle.
Translate client feedback into product and content improvement requests for internal teams.
Partner with Product Management and Content teams to influence future product developments.
Participate in product Betas and the customer feedback loop.

2+ years of experience in a Financial Services role or supporting Financial Services clients in a fintech/SaaS organization.
Exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
Demonstrated interest in the transformative potential of AI for the financial sector.
Proven capacity to engage stakeholders at all levels and explain technical solutions to business audiences.
Experience conducting evaluations such as on-site workshops, whiteboard sessions, or multi-call demos.
Ability to work cross-functionally and distill client feedback for GTM, Product, and Content teams.