Pre-Sales and Implementation Consultant

ABOUT US

Kurtosys is a leading provider of data and content publication platforms designed for asset and wealth managers. Our platform empowers the construction and distribution of essential sales, marketing, and client reporting materials. Founded in 2002, we operate across four global offices and are backed by ISO-27001 certification in information security management. Our team has a wealth of experience in handling large-scale data, information design, industry regulations, and compliance issues.

THE OPPORTUNITY

We are seeking a dynamic Consultant to join our team. This unique role combines the excitement of pre-sales consulting with hands-on project delivery, ensuring seamless momentum from sale to implementation.

The successful candidate will be responsible for engaging with prospects, demonstrating our products' value, and then taking ownership of delivering the project through to completion. This end-to-end approach ensures continuity, maintains client relationships, and drives successful outcomes.

This role is ideal for individuals who thrive on variety, enjoy solving complex technical challenges, and are motivated by the satisfaction of unblocking problems and delivering quickly. We offer strong incentives for fast, high-quality delivery.

YOUR KEY RESPONSIBILITIES

Pre-Sales Activities

Engage with prospects to understand their business needs and technical requirements

Conduct product demonstrations and technical presentations to potential clients, including enterprise-level organizations

Build rapport with clients through professional relationship management, demonstrating industry knowledge and business acumen

Create and deliver proof-of-concept (PoC) and proof-of-value (PoV) demonstrations

Collaborate with the sales team to close deals and ensure smooth handoff to implementation

Project Delivery & Implementation

Take full ownership of projects from sale through to completion

Self-manage deliverables, timelines, and client expectations without relying on external project managers

Implement our products directly, learning and mastering our tools to deliver solutions independently

Create comprehensive technical documentation for clients and internal use

Troubleshoot technical issues and unblock problems proactively

Product Expertise & Development

Become an expert user of our tools and platforms

Provide feedback and advocate for product improvements based on client needs and implementation experience

Stay current with product updates and new features

Contribute to product knowledge base and best practices

Client Relationship Management

Maintain strong relationships with clients throughout the project lifecycle

Communicate effectively with stakeholders at all levels, from technical teams to executive leadership

Manage client expectations and ensure satisfaction with deliverables

Act as a trusted advisor on both technical and business matters

PROFECIENCY:

Experience

Essential:

8+ years of experience as a Pre-sales / Solutions Engineer

Technical Ability

Essential:

Strong SQL skills with ability to write complex queries and analyse data

Proficiency in API testing and integration using tools like Postman

Experience navigating browser developer tools (Network tab, debugging)

Comfortable with AI-assisted coding tools (e.g., Cursor, GitHub Copilot)

Ability to quickly learn and master new software platforms and tools

Experience creating clear, comprehensive technical documentation

Desirable:

Experience with financial services or investment management technology platforms

Knowledge of RESTful APIs and web services

Understanding of data integration and ETL processes

Industry Knowledge

Essential:

Understanding of the financial services and investment management industry

Ability to engage in meaningful conversations with investment professionals

Capacity to ask intelligent questions and follow along in technical and business discussions

Desirable:

Previous experience working with asset managers, investment firms, or financial technology companies

Knowledge of regulatory requirements in financial services

Work Ethic

Essential:

Self-starter with a "do something" mentality and strong sense of ownership

Ability to work independently without constant direction or supervision

Proactive problem-solving approach; does not wait for instructions when stuck

Dedicated to maintaining momentum and driving projects forward

Comfortable with hands-on implementation work; not looking to delegate technical tasks

Reliable, committed, and willing to put in the effort required to deliver excellence

Project Management

Essential:

Ability to self-manage projects, timelines, and deliverables

Comfortable leading client calls and managing stakeholder communications independently

Strong organizational skills and attention to detail

Ability to prioritize tasks and manage multiple projects simultaneously

Experience creating and maintaining project documentation

Experience with project management tools and methodologies

Culture Fit

Essential:

Positive, solution-oriented attitude; no tolerance for excessive complaining

Genuine belief in and enthusiasm for our products

Willingness to advocate for product improvements and changes when needed

Team player who collaborates effectively with colleagues

Excellent communication skills, both written and verbal

Motivated by challenges and the satisfaction of solving problems

Client Friendliness

Essential:

Exceptional interpersonal skills and ability to build rapport quickly

Comfortable engaging with clients at all levels, from technical staff to C-suite executives

Ability to discuss both technical topics and general business matters (e.g., market trends, industry news)

Professional presence and confidence when presenting to enterprise clients (e.g., BlackRock, other major institutions)

Strong relationship management skills

Excellent listening skills and ability to understand client needs

BENEFITS

Hybrid working environment

Flexible work hours

Generous leave policy

Employee wellbeing program

Ongoing staff appreciation events

Access to learning platforms

Working with experts across the globe

Opportunity to work with leading organizations

End-to-end project ownership from sale to delivery

Direct impact on product development and improvement

Collaborative, forward-thinking team environment

Professional development opportunities in both technical and client-facing skills

FINAL THOUGHTS:

Kurtosys is an international, SaaS-based fintech company. We work with cutting-edge technology and are committed to promoting from within, encouraging initiative, and fostering an open culture where innovation thrives. Our goal is to transform how the world’s leading financial services firms engage with their audiences, enabling them to build and nurture long-lasting relationships with their clients.

If you are ready to join a dynamic, innovative, and client-focused team, we would love to hear from you.

Apply now to learn more and become part of the Kurtosys success story!