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.