Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
Tailor your resume to this Head of Pre-Sales role.
Rezi rewrites your resume against Sonata One's job description. Free.
Tailor your resume to this Head of Pre-Sales role.
Rezi rewrites your resume against Sonata One's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Head of Pre-Sales posting at Sonata One — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Head of Pre-Sales posting at Sonata One — free, in seconds.
About the Role
Sonata One is seeking an experienced, commercially minded Pre-Sales leader to establish and shape the pre-sales function within its global commercial organization. This strategic role bridges Sales, Product, Operations, and Technology, focusing on translating complex client needs into compelling platform demonstrations and workflows.
Responsibilities
- Own and develop Sonata One's global pre-sales strategy and function.
- Establish best practices across the commercial organization.
- Partner with managing director – Global growth, Head of New Business sales, and the new business team to develop winning strategies for complex client opportunities.
- Lead the pre-sales process across strategic opportunities, ensuring a consistent and high-quality client experience.
- Develop a scalable approach to solution consulting, demonstrations, discovery, RFP/RFI responses, and technical proposals.
- Establish frameworks, methodologies, and content to enable the commercial team to communicate Sonata One's proposition effectively.
- Coach and embed a pre-sales mindset across the organization.
- Scale a pre-sales team in due course.
- Jointly lead discovery sessions with prospective clients to understand their strategic objectives, operational workflows, technology environments, and pain points.
- Help understand complex client requirements and provide suggested template workflows.
- Deliver sophisticated, tailored product demonstrations and presentations to senior stakeholders.
- Develop demonstrations around specific client use cases, including creating test users and environments.
- Engage directly with economic, operational, and technical buyers, adapting communication to different stakeholder groups.
- Articulate how Sonata One's platform can improve efficiency, control, compliance, scalability, and the overall private markets investment experience.
- Challenge client assumptions and identify opportunities to redesign inefficient processes.
- Act as a trusted advisor throughout the sales cycle, providing insight into private markets operating models, technology, and industry trends.
- Work with clients to understand their business, operational, and technical requirements.
- Translate requirements into clear solution designs, workflows, and proposed operating models.
- Partner with Product, Technology, Operations, Compliance, and Legal teams to validate proposed solutions.
- Assess integration, data, implementation, and technical considerations.
- Identify product gaps and communicate structured feedback to Product and Technology teams.
- Support the development of business cases, ROI propositions, and commercial proposals.
- Help Sales teams position Sonata One against alternative approaches and competing solutions.
- Ensure proposed solutions are commercially viable, operationally deliverable, and aligned with Sonata One's product strategy.
- Own the pre-sales contribution to complex RFPs, RFIs, tenders, and enterprise sales processes.
- Develop compelling written responses that clearly articulate Sonata One's capabilities and differentiation.
- Coordinate input from Product, Technology, Operations, Compliance, and other internal stakeholders.
- Support commercial negotiations by providing appropriate technical and solution-based context.
- Participate in senior-level client presentations, workshops, and proof-of-concept/proof-of-value exercises.
- Help develop reusable proposal content, case studies, solution materials, and sales enablement assets.
Requirements
- Proven experience in Pre-Sales, Solution Consulting, Sales Engineering, or a similar client-facing role.
- Experience supporting complex, consultative enterprise sales cycles with multiple stakeholders and extended buying processes.
- Strong ability to bridge the gap between commercial objectives, operational requirements, and technical solutions.
- Comfortable working alongside senior Sales leaders and taking ownership of strategic opportunities.
- Demonstrated ability to influence complex buying groups and build consensus across multiple stakeholders.
- Strong commercial judgement with the ability to understand both client value and business case.
- Experience operating within a high-growth environment where products, propositions, and processes continue to evolve.
- Bachelor's degree in Business, Finance, Economics, Computer Science, Technology, or a related field preferred but not essential with relevant experience.
- Professional qualifications in financial services, technology, or project management are advantageous.
- Relevant experience within private markets, fund administration, fintech, financial services, or enterprise SaaS will be highly valued.
- Highly credible with senior commercial, operational, and technical stakeholders.
- Exceptional communication, presentation, and storytelling skills.
- Naturally curious with a genuine interest in understanding how businesses operate.
- Able to build trusted relationships and operate as a peer and strategic advisor to clients.
- Commercially minded with strong business acumen.
- Comfortable navigating ambiguity and solving complex problems.
- Able to simplify highly complex concepts without losing the underlying detail.
- Collaborative and able to bring together stakeholders across Sales, Product, Technology, and Operations.
- Confident challenging existing thinking and proposing alternative approaches.
- Highly organised, structured, and able to manage multiple strategic opportunities simultaneously.
- Passionate about technology and its ability to transform the private markets ecosystem.
Skills
- Private markets expertise
- Fund services expertise
- Financial services expertise
- Fintech expertise
- Enterprise SaaS knowledge
- Technology-enabled financial services knowledge
- Complex operational workflows
- Technology ecosystems
- Solution architecture
- Technical discovery
- API concepts
- Integration concepts
- Data concepts
- Implementation concepts
- Regulatory considerations
- Compliance considerations
- Translating complex technology into clear business outcomes
- Communicating technical concepts to non-technical senior executives
- Pre-Sales
- Solution Consulting
- Sales Engineering
- Commercial acumen
- Strategic thinking
- Problem-solving
- Communication
- Presentation
- Storytelling
- Relationship building
- Collaboration
- Organization
- Adaptability
Location
- US
- UK
- Luxembourg
- Guernsey
- South Africa
- Mauritius
Work Type
- Hybrid Working
Experience Level
- Experienced
Education Level
- Bachelor's degree in Business, Finance, Economics, Computer Science, Technology or a related field preferred
- Professional qualifications in financial services, technology or project management are advantageous
Benefits
- Life Insurance
- Income Protection
- Hybrid Working
- Annual Leave
- Pension Scheme
- Employee Assistance Program
- Enhanced Maternity, Paternity & Adoption Leave
- Career Training & Development
- Paid Volunteering Day
- Cycle to work Scheme
About the Company
- Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business.
- We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe.
- Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform.
- Investors benefit from a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/5 support.
- Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors.
- Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UK and Luxembourg, Guernsey, South Africa and Mauritius.
- We operate as #OneGlobalThread in line with our values: We challenge the norm, we change the way we work, by connecting systems and people, while committing to our vision and each other.
- We operate as #OneGlobalThread in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other.
- Being part of Sonata One provides a collaborative and inclusive work culture that values innovation and diversity.
- We believe in the power of our unique mission and we all work together towards that one single goal.
- We also believe in being real.
- We’re not a big corporate.
- Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.