Presales Consultant

Role Summary

We are recruiting a Pre-Sales Solution Architect to join our growing team. You will be working in tandem with our Sales Team, applying a consultative selling approach to find the best solutions for our prospective clients. On a day-to-day basis, your role will involve: running demos and workshops, designing future state architectures, and becoming a product and technical expert on the FINBOURNE platform.

This role is varied and you will work with clients from all across the buy-side, from Asset Managers and Asset Services to Hedge Funds, Alternatives and Private Wealth Managers.

This is a fantastic opportunity for a candidate who enjoys building relationships with clients, working in the financial services domain and building technology-based solutions (using mostly Claude Code, Python and SQL).

Prospective client meetings are both in person and online so you must be able to work at our Sydney office on a regular basis – this is not a fully remote role.

Key Responsibilities

1. Product demonstrations and workshops:

• You will design and deliver product demos and workshops for prospective clients.
• These workshops will be aimed at a wide spectrum of technical and non-technical users, from Investment Operations and Portfolio Managers to Software Engineers (therefore “knowing your audience” is key).
• You will create bespoke demos using FINBOURNE’s software toolkits (primarily in Python and SQL using Claude Code).

1. Solutions design:

• You will be responsible for all architectural discussions with prospective clients - asking the right questions and documenting their business requirements is key.
• You will analyse those business requirements to design a future state architecture using FINBOURNE’s platform.
• You will then run workshops and demos to pitch the solution.
• During this process you will collaborate with the Sales, Product and internal Engineering teams to design the optimal solution.

1. Providing technical expertise

• You will develop a deep understanding of FINBOURNE’s products and technical capabilities, becoming the primary advisor to both the Sales Team and prospective clients.
• You will run training sessions to upskill colleagues in the Sales Team.
• You will become a conduit between prospective clients and FINBOURNE’s Product team providing feedback to drive the future roadmap.

Skills and Experience

What skills and experience are required?

• You will need to be very comfortable presenting demos and workshops (in person and online).
• You will need industry experience working in financial services.
• You will need excellent communication skills (both written and verbal).
• You will need to be confident in discussing financial concepts with clients at COO and CTO level.

What skills and experience are ideal (but not essential)?

• FINBOURNE is an API first platform, so ability to write against the APIs is beneficial (we primarily use Python and SQL with assistance from Claude Code)
• Experience working with a vendor (like FINBOURNE) is ideal but we are also interested to hear from candidates with the right skillset who have experience working in Consultancies, Banks, Asset Managers and Asset Servicers.
• The ideal candidate will have a good understanding of buy-side workflows, from portfolio and order management to transaction lifecycle, transfer agency and fund accounting.
• Experience in Technical Pre-Sales is preferred but we are open to candidates from other backgrounds with the right skills and attitude.
• Knowledge of the following systems: Investment Books of Records, Accounting Book of Records, Portfolio Management Systems , Enterprise Data Management, Order Management Systems.
• Knowledge of data platforms and tools such as Snowflake, Microsoft Fabric or Databricks.
• Basic understanding of cloud and SaaS (particularly AWS or Azure).
• Git (or other version control tools).
• Jupyter Notebooks.

Just some of our benefits

• Competitive salary plus performance based bonus.
• Hybrid: We have a mature attitude towards hybrid working. Whether you’re a night owl, morning person, parent, carer or simply need flexibility to work a different pattern to the norm, we’re committed to helping you be productive and work in a way that is best for you.
• Professional learning and development: External training and accreditations are supported, as well as internal training and development programs.
• Maternity, paternity and adoption leave: Paid maternity, paternity and adoption leave, which includes 13 weeks full pay for maternity and adoption leave and 6 weeks full pay for paternity leave
• Holidays: 20 days holiday plus public holidays

About FINBOURNE

We are a young, dynamic financial technology company aiming to re-engineer the world of investing to make it clearer, faster and more cost effective for everyone.

At FINBOURNE, we offer a hugely supportive environment to build a career, with continuous learning and development opportunities. We have a collaborative culture of testing and exploring problems together to find the best evidence-based solutions. We respect your independent thought, your intellectual curiosity and your opinion.

Our solution is open, API first and developer friendly – a true first for the asset management industry. You can see what our team is busy building on Github.

For more information about us please visit our website.