Presales Consultant at Finbourne Technology | AU | Rezi

Presales Consultant at Finbourne Technology

Presales Consultant

Finbourne Technology · AU

1 weeks ago

Presales Consultant

Finbourne Technology · AU

12 days ago
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About the Role

Join our growing team as a Pre-Sales Solution Architect, working with the Sales Team to apply a consultative selling approach and find the best solutions for prospective clients. You will run demos and workshops, design future state architectures, and become a product and technical expert on the FINBOURNE platform, serving clients across the buy-side including Asset Managers, Asset Services, Hedge Funds, Alternatives, and Private Wealth Managers. This role is ideal for someone who enjoys building client relationships, working in financial services, and developing technology-based solutions using Claude Code, Python, and SQL.

Responsibilities

  • Design and deliver product demos and workshops for prospective clients, tailored to technical and non-technical users.
  • Create bespoke demos using FINBOURNE’s software toolkits (primarily in Python and SQL using Claude Code).
  • Lead architectural discussions with prospective clients, documenting business requirements.
  • Analyze business requirements to design future state architectures using FINBOURNE’s platform.
  • Pitch solutions through workshops and demos, collaborating with Sales, Product, and Engineering teams.
  • Develop deep product and technical expertise to advise the Sales Team and clients.
  • Run training sessions to upskill the Sales Team.
  • Act as a liaison between clients and the Product team, providing feedback for the product roadmap.

Requirements

  • Comfortable presenting demos and workshops both in person and online.
  • Industry experience working in financial services.
  • Excellent written and verbal communication skills.
  • Ability to discuss financial concepts confidently with C-level executives (COO and CTO).

Skills

  • Claude Code
  • Python
  • SQL
  • FINBOURNE platform
  • API integration
  • Technical Pre-Sales
  • Buy-side workflows (portfolio management, order management, transaction lifecycle, transfer agency, fund accounting)
  • Investment Books of Records
  • Accounting Book of Records
  • Portfolio Management Systems
  • Enterprise Data Management
  • Order Management Systems
  • Data platforms and tools (Snowflake, Microsoft Fabric, Databricks)
  • Cloud and SaaS (AWS, Azure)
  • Git
  • Jupyter Notebooks

Location

  • Sydney

Work Type

  • Hybrid

Experience Level

  • Technical Pre-Sales preferred

Salary/Compensations

  • Competitive salary plus performance based bonus

Benefits

  • Hybrid working flexibility
  • Professional learning and development opportunities
  • Paid maternity, paternity, and adoption leave
  • 20 days holiday plus public holidays

About the Company

  • A young, dynamic financial technology company focused on re-engineering the investing world to be clearer, faster, and more cost-effective.
  • Offers a supportive environment for career growth with continuous learning and development.
  • Features a collaborative culture of problem-solving and evidence-based solutions.
  • Values independent thought, intellectual curiosity, and employee opinions.
  • Provides an open, API-first, and developer-friendly solution, a first for the asset management industry.