Pre-Sales Consultant

Why apply ?

🌍 Join an international software company serving leading players across the financial services industry, including Asset Managers, Wealth Managers, Asset Servicers, Trustees, and Insurance companies.

💡 Combine your expertise in finance, technology, and consulting by helping clients solve complex business challenges through innovative software solutions.

💬 Work directly with C-level executives and senior decision-makers, influencing both business growth and product evolution.

About the offer

📝 Permanent contract

🏠 Location : Luxembourg

📲 Top 3 Key competencies :

• Financial Services Expertise

• Client-Facing Consulting & Presentation Skills

• Business Analysis & Solution Design

About our client

Sector : Financial Technology (FinTech) / Investment Management Software

Values : Innovation | Collaboration | Client Excellence

Your missions

As Financial Software Solutions Consultant, you will :

• Become a subject matter expert on the company's flagship financial software platform.

• Deliver engaging product demonstrations to prospects and clients in both French and English.

• Tailor demonstrations and solution presentations to specific client requirements and business challenges.

• Support the sales team throughout the business development cycle, from discovery meetings to solution proposals.

• Act as the key interface between prospects, clients, technical teams, and product specialists.

• Facilitate workshops and discovery sessions to understand operational, accounting, and investment management requirements.

• Participate in solution design and contribute to addressing complex financial services challenges.

• Provide valuable market and client feedback to support product development and enhancement initiatives.

• Build trusted relationships with senior stakeholders and decision-makers across Europe.

• Stay informed about industry trends, regulations, and evolving client needs.
  
  

This position is a great opportunity to :

• Gain exposure to leading financial institutions across multiple European markets.

• Interact directly with senior executives and decision-makers.

• Influence strategic sales opportunities and contribute to company growth.

• Develop deep expertise in investment operations, portfolio accounting, asset servicing, and wealth management processes.

• Play an active role in shaping future product developments through client feedback and market insights.

• Join an international and collaborative environment offering long-term career development opportunities.
  

Your ideal profile

• Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, or a related field.

• Minimum 5 years of experience in a client-facing role within financial services, software consulting, investment operations, or solution consulting.

• Strong understanding of one or more of the following areas:

  • Asset Management

  • Wealth Management

  • Asset Servicing

  • Fund Administration

  • Trustee & Depositary Services

  • Capital Markets

  • Alternative Investments

• Experience presenting complex financial or software solutions to clients and senior stakeholders.

• Good understanding of financial instruments, portfolio accounting, investment operations, and related processes.

• Knowledge of accounting principles, performance measurement, or risk management is considered a strong asset.

• Previous experience in software implementation, business analysis, solution consulting, or post-implementation support would be advantageous.

• Familiarity with Agile and/or Waterfall methodologies is a plus.

• Excellent communication, presentation, and stakeholder management skills.

• Fluent in French and English, both written and spoken.

• Comfortable working in an international environment and collaborating across multiple locations.

• Curious, client-oriented, proactive, and capable of translating business needs into effective software solutions.
  

A candidate experience with Source Up, it’s …

• Carry out a skills assessment (soft skills and technical skills) in order to better define your professional project

• Access to your test results to guide you to your best career choices

• Interview coaching session before the client meeting

• Consistent and fair recruitment process with respect, transparency and trust