Presales Consultant

Editorial summary

The company is seeking a Presales Consultant to bridge client needs, 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 teams, and development teams. Candidates with experience in financial operations and a strong understanding of technology architecture are preferred, with CFA charter holders or candidates pursuing CFA exams given priority. The position offers a salary of 12,000.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 18866 first appeared in Job-Q.com on 10 Jul 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 hr@axisoft.com

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.

Preferred

CFA charterholder or progressing toward CFA certification.

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Job Summary

  • Published on: 10 Jul, 2026
  • Category: Consulting
  • Vacancy: 1
  • Job type: Permanent
  • Salary: 12000
  • Location: On site
  • Job Nature: Permanent

Company Details