Senior Pre-sales Consultant

Evooq is a leading provider of investment and advisory technology for banks and wealth managers. Our modular platform combines advanced analytics, financial expertise, and scalable architecture to simplify complex investment processes and help institutions deliver smarter, data-driven decisions.

We're a collaborative, fast-growing, and mission-driven team –and we're looking for a Senior Pre-Sales Consultant who can shape how prospective clients understand the value of Evooq's platform. We would love the candidate to be passionate about building technology that makes a real impact in the financial industry.

Job Description
As a Senior Pre-Sales Consultant (WealthTech) at Evooq, you will sit at the intersection of product, sales, and clients. You will help banks and wealth managers understand how Evooq's platform can transform their advisory, portfolio management, and investment processes — and you will shape how we position, demonstrate, and sell our solutions.

What you'll do:

• Partner with Business Development to qualify opportunities, shape discovery, and translate stakeholder needs into clear solution value.
• Deliver tailored demos across the sales cycle—from early discovery to executive and board-level sessions—anchored in measurable outcomes.
• Own and orchestrate demo environments end-to-end (datasets, configurations, integrations, scripts) that are robust, reusable and production-grade, aligned with client use cases.
• Run presales workshops (functional and technical): requirements deep-dives, fit-gap analysis, integration mapping, security and deployment options.
• Create and maintain presales collateral (decks, talk tracks, ROI models, demo videos, one-pagers) and scale the function with process and AI tooling.
• Lead RFI/RFP responses: drive timelines, coordinate contributors, craft compelling, compliant answers, and own submission quality.
• Co-design target architectures with Solutions Architects, BD, and Product (APIs, data flows, custodians/market data, SSO, cloud).
• Act as the voice of the client towards Product and Implementation; package field feedback into clear problem statements and influence the roadmap.
• Track and improve presales KPIs (win-rate, stage conversion, asset adoption, cycle time) and continuously refine playbooks.
• Support marketing/events with high-impact demos, webinars, and conference presentations.
• Travel across Europe/Switzerland for onsite workshops and executive sessions (approx. 20%).

Qualifications
Wealth Management Expertise:

• 5+ years in wealth management/private banking with hands-on understanding of suitability/advisory & discretionary mandates, portfolio construction, performance/risk, structured products, and reporting.
• Regulatory awareness across EU/CH (e.g., MiFID II, LSFIN/FIDLEG) and ability to translate requirements into solution design.

Presales/Consulting Excellence

• Experience in presales / sales engineering / consulting for enterprise software, or in software implementation at Banks.
• Strong discovery skills, value articulation, objection handling, and ability to tailor messages to senior stakeholders.

Technical fluency:

• Comfortable working with REST APIs, data models and SQL
• Ability to discuss cloud deployment (AWS/Azure/GCP), containerisation (e.g. Docker), and security/compliance fundamentals.

Communication and Influence

• Outstanding communication, storytelling, and narrative-building skills.
• Confident presenting to senior management, C-suite, and boards.

Ways of Working:

• High ownership, structure, and pace—you create clarity, build process, and scale what works in a fast moving environment.
• Strong commercial mindset with strong discovery, objection handling, and value articulation.
• Excellent English; German and/or French strongly preferred.
• Experience with Jira, Confluence, Salesforce is beneficial.

Core Competencies:

• Discovery & solution mapping
• Demo design & delivery (scenario building, data preparation, narrative)
• Workshop facilitation (functional & technical)
• RFI/RFP orchestration and technical writing
• Architecture fundamentals (APIs, integrations, SSO, data privacy & security)
• Stakeholder management across Front Office, IT, Risk/Compliance, and Executives
• Project scoping, estimation, and handover to delivery
• Clear, concise written and verbal communication
• Scale-up experience and comfort operating with ambiguity

Nice to Have:

• Experience with Swiss/DACH private banks
• Experience with front-office in private banks (e.g. portfolio construction, advisory, relationship management,...)
• Advanced risk and portfolio analytics know-how (multivariate statistics, repricing, optimization algorithms,...)
• Hands-on scripting, Postman, and good understanding of how selected AI tools can be leveraged to enhance efficiency

Additional Information
Why Join Evooq?
At Evooq, you'll be part of an ambitious, innovative team shaping the future of investment technology. We offer a collaborative culture where ideas are valued, learning is encouraged, and growth is supported. You'll have the opportunity to work on impactful projects, influence company-wide processes, and make a meaningful contribution to how our products deliver value to clients.

Join us and help build the operational backbone of Evooq's next generation of products.