Presales Consultant – Wealth Management Software Solutions

About the role

As a Presales Consultant you will bridge client needs with CBS’s Wealth Management software, helping prospects visualize how the solution can transform their operations. You will work closely with the sales team to deliver compelling demos, craft tailored solution designs, and engage with stakeholders from C‑level executives to end‑users.

Key responsibilities

• Lead product demonstrations and presentations that showcase CBS’s value proposition.
• Configure demo environments and tailor solutions to match each client’s specific requirements.
• Collaborate with Sales and Account Managers to position CBS solutions effectively.
• Respond to RFIs/RFPs and support Proof‑of‑Concept initiatives.
• Work with Product teams to stay updated on new features and integrate them into client engagements.
• Contribute to improving demo scripts, RFP databases, and marketing collateral.

Required profile

• Minimum 5 years of experience with a software vendor serving financial services.
• Strong knowledge of Wealth Management applications, processes, and lifecycle.
• Excellent communication and presentation skills in English and French (German a plus).
• Comfortable presenting to stakeholders at all levels, from C‑Level to end‑users.
• Willingness to travel up to 50% of the time.
• Curious, adaptable, and eager to learn additional CBS products.
• Organized, flexible, and creative in managing multiple priorities.

Required skills

What we offer

• A collaborative, inclusive culture that values diversity and innovation.
• Opportunities for professional growth within a global team.
• Supportive environment where ideas are heard and contributions are recognized.