Pre-Sales Consultant
A leading provider of digital transformation solutions, specializing in ServiceNow implementations.
that empowers organisations across Investment Management, Private Markets, and Multi-Asset Management sectors to optimise operations and drive business growth through innovative technology solutions.Role Overview:We are seeking an experienced Pre-Sales Consultant to join my clients ServiceNow Practice.
The ideal candidate will handle technical pre-sales for opportunities related to ServiceNow, performing sales demonstrations, developing technical solutions, and engaging with clients to define scope and deliverables.
Responsibilities may extend to engagement initiation/onboarding and transition activities.Key Responsibilities:
Assess client's strategic needs and uncover business requirements, contributing to the RAID log.Qualify customer needs and perform pre-demo requirements analysis.Gather information to generate proposals, RFI/RFP responses, and pricing based on client requirements.Understand key differentiators between clients and competitors, keeping abreast of industry trends.Collaborate with bid teams and liaise with third parties to ensure seamless transition from sales to delivery.Train and educate internal teams, prospects, clients, and partners on solution offerings.Maintain solution roadmaps and pre-sales collateral, including case studies.
Essential Experience:
ServiceNow consulting experience, with technical pre-sales certification.In-depth knowledge of ServiceNow capabilities, processes, and best practices.Familiarity with Investment Management business systems landscape.Experience of working within the Investment Management markets, Private markets or Multi Asset management markets. Experience in translating client requirements into structured solution documentation.Strong problem-solving skills and logical thinking ability.Excellent verbal and written communication, presentation, and facilitation skills.Ability to work with stakeholders at all levels and manage expectations effectively.Experience in preparing SoWs, RFP response packs, and proposals.Familiarity with regulated global businesses and consultative sales approach.
Desirable Experience:
Enterprise Architecture expertise applied in pre-sales.Familiarity with other ITSM toolsets and complementary technologies.Experience with end-point business applications in Investment Management sector and/or integration of ServiceNow with wider infrastructure data repositories.Writing articles for website, knowledge base, and insights.Recruitment of ServiceNow expertise and allied skills/experience, including job description authoring and recruitment process administration.Sales process documentation maintenance, record-keeping, and reporting.Prior experience in a small/close business development team applying consultative sales processes on long prospect management cycles.