PreSales Specialist

Position Summary

We are seeking a Pre-Sales Specialist to work in our London Canary Wharf office. The Pre-Sales Specialist works closely with the Business Development team members on new sales opportunities for LSEG’s Order and Portfolio Management Software, AlphaDesk. You will provide in-person and/or remote software demonstrations to prospective clients. Our prospective clients are typically Hedge Funds and can include other Asset Managers. You will also be responsible for the pre-sales discovery process which involves capturing technical requirements, documenting existing workflows, solving complex workflow issues, and providing guidance on new/improved workflows that can be achieved by using our technology. Candidates should have previous experience with product demonstrations and have strong knowledge of buy side trading workflows.

Role Responsibilities

• Provide software demonstrations of our Order and Portfolio Management System, AlphaDesk, to various stakeholders (Portfolio Managers, Traders, Operations staff, CFO, etc.). Provide recommendations on how to improve the sales and demonstration process.
• Complete pre-sales discovery process capturing detailed technical and workflow requirements, ensuring that the work required falls within the budget and scope of the implementation.
• Act as a technical resource to the sales team, and in some cases to the implementation teams.
• Identify any client requirements not met by the software, and recommend to management what steps are necessary to address any gaps and whether to proceed with the sale.
• Develop knowledge of various Refinitiv products to improve sales success.
• Manage software demo environments.
• Interface with the Product Management team providing feedback for any complex workflow issues discovered in the sales process that may require development.
• Interface with the Implementation team providing guidance on software implementations ensuring smooth delivery.
• Build strong relationships and become a trusted point of contact for our clients.
• Take part in prospective client RFP/RFI responses

Qualifications and Experience Required

• Excellent presentation skills (verbal & written).
• Previous experience providing software demonstrations.
• Detail oriented and creative problem solver.
• Strong understanding of buy side workflows for portfolio management, trading/settlement, reconciliation, accounting, and reporting.
• Minimum 5 years of experience in the financial services industry, preferably at a Software Vendor or Hedge Fund.
• Working knowledge of Order and Portfolio Management Systems.
• SQL knowledge.
• Ability to handle and prioritize multiple tasks and work independently.
• Undergraduate degree in related field.

As a global business, we rely on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Refinitiv is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.