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Presales Engineer

We are looking for motivated professionals who are passionate about technology and finance, and eager to take on new challenges in their careers. As part of our talented teams, you will aim to provide the best available technology to fund & wealth managers and other financial institutions, helping them achieve their competitive goals.

Your mission will be:

  • Identify and Evaluate Opportunities: Discover and assess new business opportunities to develop focused presentations of our solutions for both new and existing customers. This includes understanding the customer’s current infrastructure, performing a gap analysis, and providing a technical description of the opportunity and the proposed solution.
  • Tailored Solution Demonstrations: Prepare and deliver customized solution demonstrations that emphasize the competitive advantages of our offerings.
  • Proof of Concepts: Organize and support Proof of Concepts (PoCs) when necessary to validate the proposed solutions.
  • Customer Proposals: Contribute to the development of customer proposals, which involves designing and pricing the solution and the implementation projects. This also includes leading and coordinating responses to Requests for Information (RFIs) and Requests for Proposals (RFPs).
  • Post-Demo Customer Engagement: Maintain post-demonstration discussions with customers to provide clarifications and consulting related to the proposed optimal solution.
  • Knowledge Transfer: After the conclusion of a deal, organize the transfer of customer and deal-specific knowledge to Systemic’s Customer Success unit.
  • Market and Competition Research: Conduct ongoing market and competition research, presenting the findings to Systemic’s management committee for strategic purposes.
  • Content Development: Create various forms of content, including articles and case studies, to support marketing and sales efforts.

Educational Background:

  • Βachelor’s degree in Finance, Computer Science, Information Technology, or a related field.
  • Αdvanced degree (M.Sc. or MBA) in Finance, Financial Mathematics/Engineering, or a relevant field.

Professional Experience:

  • Five years experience in the financial services industry, particularly in investment management, fund administration, or wealth management.
  • Prior experience in a presales, consulting, or client-facing role within a software company is highly desirable.

Technical Skills:

  • Strong understanding of financial software systems, including their models and calculations.
  • Ability to conduct technical presentations and demonstrations.
  • Familiarity with the software development lifecycle and project management methodologies.

Financial Knowledge:

  • In-depth understanding of financial markets, instruments, and products.
  • Knowledge of regulatory requirements and compliance standards affecting financial institutions (e.g., UCITS, AIFMD, Solvency II, MiFID, Basel).

Soft Skills:

  • Excellent communication skills, both written and verbal, with the ability to explain complex concepts to non-technical audiences.
  • Strong analytical and problem-solving abilities.
  • Commercial acumen and the ability to identify business opportunities.

Certifications:

  • Professional certifications such as CFA, FRM, or similar are considered a plus.

Other Requirements:

  • Willingness to travel as needed for client meetings and presentations.
  • Ability to work independently and as part of a team.
  • Continuous Learning: Engage in constant learning through participation in highly demanding projects, formal training, and coaching.
  • Career Advancement: Follow an evolving career path within a clear hierarchical organizational structure.
  • Career Mobility: Opportunity to transition to other equally challenging positions, such as Product R&D or Financial Systems Consulting.
  • Work Environment: Experience a uniquely warm and dynamic work environment.
  • Health Coverage: Receive medical insurance for employees and dependent family members.
  • Retirement Plan: Participate in a pension scheme.
  • Remote Work Flexibility: Enjoy flexible remote working conditions.
What You Should Know About Presales Engineer, SYSTEMIC

Are you ready to take your career to the next level? As a Presales Engineer at Systemic, you’ll be at the intersection of technology and finance, helping fund and wealth managers, along with other financial institutions, achieve their competitive goals. Your role will be multifaceted, focusing on identifying new business opportunities and tailoring solutions that resonate with customers. You will dive into customer infrastructures, performing gap analyses that lead to impactful solution demonstrations and Proof of Concepts when necessary. Your ability to create tailored customer proposals will showcase your knack for presenting competitive advantages and coordinating responses to Requests for Information and Proposals. But your work doesn’t stop there! You’ll maintain post-demo engagements, ensuring customers are clear about the proposed solutions and facilitating a smooth transfer of knowledge to our Customer Success team after a deal closes. Staying ahead means conducting market and competition research, and your findings will be pivotal for our management committee’s strategic direction. With a strong educational background in Finance or IT, five years of experience in the financial services sector, and solid technical presentation skills, you’re perfectly positioned to thrive in this warm and dynamic work environment where continuous learning is embraced. Plus, you’ll enjoy perks like health coverage and a flexible remote work setup. If you’re eager to grow within a defined hierarchical structure or transition to equally challenging roles in Product R&D or Financial Systems Consulting, the opportunities here are boundless. Join us in making a difference today!

Frequently Asked Questions (FAQs) for Presales Engineer Role at SYSTEMIC
What are the main responsibilities of a Presales Engineer at Systemic?

As a Presales Engineer at Systemic, your key responsibilities include identifying and evaluating business opportunities, delivering tailored solution demonstrations, organizing Proof of Concepts, and developing customer proposals. You'll also engage with customers post-demo to clarify and consult on proposed solutions while conducting excellent market and competition research that helps inform our strategic direction.

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What qualifications do I need to become a Presales Engineer at Systemic?

To qualify as a Presales Engineer at Systemic, you should have a Bachelor’s degree in Finance, Computer Science, Information Technology, or a related field, along with five years of experience in the financial services industry. An advanced degree and professional certifications like CFA or FRM are advantageous, particularly if you have prior experience in presales or consulting roles within a software company.

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What technical skills are required for a Presales Engineer at Systemic?

A strong understanding of financial software systems, including their operational models and calculations, is essential for a Presales Engineer at Systemic. You should be able to conduct compelling technical presentations, have familiarity with the software development lifecycle, and be acquainted with project management methodologies to excel in this role.

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Are there growth opportunities for a Presales Engineer at Systemic?

Absolutely! Systemic emphasizes continuous learning and career advancement. As a Presales Engineer, you will follow a clear organizational structure that allows for career mobility to roles in areas like Product R&D or Financial Systems Consulting, letting you expand your skills and career trajectory.

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What is the work environment like for a Presales Engineer at Systemic?

At Systemic, the work environment is uniquely warm and dynamic. With a focus on teamwork and independent contributions, you'll enjoy flexible remote working conditions and supportive perks like health insurance and a pension scheme, all while engaging in challenging projects that promote constant learning.

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Common Interview Questions for Presales Engineer
Can you describe a previous project where you identified and evaluated a business opportunity?

During an interview, share a specific project where your research and assessment led to a successful solution proposal. Elaborate on how you conducted a gap analysis, engaged with stakeholders, and tailored your presentation to meet the client's needs, showcasing your analytical skills.

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What techniques do you use to prepare customized solution demonstrations?

Focus on your preparation methods, such as gathering client requirements, understanding their current infrastructure, and highlighting key features of the solutions tailored to their specific needs. Mention how you ensure clarity and engagement during demonstrations, which is crucial for this role.

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How do you maintain post-demo customer engagement effectively?

Discuss strategies for staying connected with customers after demonstrations, such as regular follow-ups, providing additional resources, and addressing their questions or concerns promptly. Emphasizing your communication skills here is vital to demonstrate your commitment to customer satisfaction.

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Describe how you conduct market and competition research.

Explain your research process, including methodologies for gathering data on market trends, competitor offerings, and regulatory changes. Highlight how you analyze the information and present it to management in a way that aids strategic decisions.

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What approaches do you take when developing customer proposals?

Illustrate your process for drafting proposals, from gathering client requirements to designing implementation plans and pricing solutions. Emphasize your attention to detail and how you collaborate with team members to ensure that proposals are comprehensive and compelling.

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How do you stay updated on industry trends and regulatory requirements?

Demonstrate your commitment to continuous learning by discussing resources like industry publications, webinars, and networking events. Mention how you integrate these insights into your work to align solutions with industry standards and regulations.

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Can you give an example of a challenging client interaction you’ve had?

Provide a real-life example that highlights your problem-solving skills and ability to remain professional under pressure. Focus on how you addressed the client’s concerns, leading to a positive outcome and demonstrating your resilience.

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What role does teamwork play in your approach to presales?

Emphasize your ability to work collaboratively with others, highlighting how you value diverse perspectives and skills within a team. Share an example where teamwork led to a successful project outcome, demonstrating your appreciation for collective effort.

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How do you approach continuous learning in your career?

Discuss specific strategies you utilize for continual learning, such as pursuing professional development courses, seeking mentorship, or participating in relevant projects that challenge your knowledge and skills.

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What do you think makes a successful Presales Engineer?

Summarize the key traits you believe contribute to success in this role, such as excellent communication skills, deep financial knowledge, technical expertise, and the ability to understand and meet customer needs efficiently.

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Full-time, remote
DATE POSTED
December 8, 2024

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