Editorial summary

The company is seeking a Pre-sales Consultant to facilitate client engagement, technical solutions, and sales objectives within the Fintech sector. The role involves demand analysis, client relationship management, solution positioning, and deal facilitation, serving as a liaison between clients, sales, and development teams. Candidates with experience in financial operations and a strong understanding of technology architecture are preferred; CFA charter holders or candidates progressing through CFA exams will be given priority. The position offers a salary of 12,000.

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Job description

[This job id 23826 first appeared in Job-Q.com on 05 Aug 2026]

Job Overview

We are looking for a Pre-sales Consultant to connect client needs, technical solutions and sales goals in Fintech. This role combines demand analysis, client relationship management, solution positioning and deal facilitation, acting as a liaison between clients, sales and development teams.

Candidates with prior experience in financial operations and a solid understanding of technology architecture will be highly valued. CFA charter holders or candidates progressing through CFA exams will be given preference.

Interested parties, please submit your CV to

Your application and personal information will be treated as strictly confidential and used only for purposes of recruitment and selection.

Responsibilities

1. Pre-sales & Deal Enablement: Collaborate with Sales to understand client needs, drive deal closure, and provide relevant technical pre-sales support.

2. Solution Design: Design feasible solutions based on client needs; prepare proposals, PoC and conduct demonstrations.

3. Client Relationship: Build long-term client relationships, identify pain points and ensure positive feedback.

4. Coordination: Liaise with internal teams to align solutions with technical feasibility and guide related demand discussions.

5. Change & Upsell: Handle client-related changes, optimize solutions and identify potential upsell opportunities.

6. Governance: Follow company project management and governance framework.

Requirements

1. Education: Bachelor’s or higher in Computer Science, Computer Engineering or related fields.

2. Experience: ≥3 years as Business Analyst/Pre-sales Consultant, with Fintech experience (Banking/Financial Services preferred).

3. Technical Knowledge: Understanding of SDLC; basic Java/SQL (no coding required); financial system experience (e.g., risk management, core banking)

4. Competencies: Excellent communication, logical thinking, sales drive, stress resistance and coordination skills.

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