Presales Consultant – Wealth Management Software Solutions

About the role

As a Presales Consultant you will act as the bridge between client needs and CBS’s Wealth Management software portfolio. Working closely with the sales organization, you will showcase the value of our solutions, tailor demos to each prospect, and help decision‑makers envision how our technology can improve their operations.

Key responsibilities

• Lead product demonstrations and presentations that highlight CBS’s differentiation.
• Configure demo environments and tailor solution blueprints to match specific client requirements.
• Partner with Sales and Account Managers to position solutions effectively and build trust.
• Respond to RFIs/RFPs and support Proof‑of‑Concept initiatives.
• Collaborate with Product teams to stay current on new features and integrate them into client engagements.
• Contribute to the continuous improvement of 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 executives 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, innovative environment with global talent.
• Opportunities for professional growth and development.
• A culture that values diversity, inclusion, and employee well‑being.