Presales Specialist

About GFDL

Fundamental and Technical Data Platforms

Role Overview

Techno-Commercial Presales Specialist

sales and product teams

Key Responsibilities

1. Presales & Client Engagement

• Engage with inbound and outbound leads at the early stages of the sales cycle to understand client needs and use cases.
• Conduct deep-dive discovery sessions to map client pain points and align them with GFDLs Fundamental Data offerings.
• Deliver product presentations, demos, and proof-of-concepts highlighting business value and technical fit.
• Build and maintain strong relationships with prospects through consultative engagement.

2. Solution Design & Proposal Support

• Translate business needs into tailored data and analytics solutions.
• Collaborate with internal teams to prepare customised proposals, pricing, and technical documentation.
• Work with the Product and Data teams to ensure client requirements are well-understood and feasible.

3. Technical Understanding

• Develop an in-depth understanding of GFDL’s Fundamental Data architecture, APIs, and delivery models (feeds, APIs, dashboards).
• Stay updated on financial market data trends, analytics platforms, and competitor offerings.
• Guide prospects on data integration, workflow setup, and use-case applicability.

4. Commercial & Business Alignment

• Support Sales in preparing commercial proposals and ROI justifications.
• Contribute to the go-to-market strategy for new data products and feature releases.
• Identify cross-sell and upsell opportunities within the client base.

Desired Skills & Competencies

Techno-Commercial Expertise

• Strong grasp of

  fundamental financial data

  —balance sheets, income statements, ratios, corporate actions, etc.
• Ability to connect

  technical data solutions

  with

  business benefits and client ROI

  .
• Comfortable conducting demos, client workshops, and technical discussions.

Communication & Collaboration

• Excellent verbal and written communication skills; able to simplify complex data concepts for business audiences.
• Collaborative mindset with the ability to work closely with Product, Data, and Sales teams.

Analytical & Presentation Skills

• Strong analytical thinking and problem-solving orientation.
• Experience using BI tools, data visualisation, or APIs (e.g., Power BI, Tableau, Python, or Excel for data analysis) is an advantage.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Engineering, Computer Science, or a related field.
• 3–6 years of experience in

  Presales / Business Consulting / Solution Engineering

  in

  financial data, analytics, SaaS, or fintech

  domains.
• Prior experience working with

  financial data platforms (like Bloomberg,

  or similar)

  preferred.

Key Performance Indicators (KPIs)

• Quality of qualified leads and discovery meetings.
• Conversion ratio from discovery to proposal stage.
• Timeliness and accuracy of solution documentation and demos.
• Client feedback on presales engagement.

Why Join GFDL

• Be part of a fast-evolving financial data and analytics ecosystem.
• Opportunity to work at the intersection of

  finance, data, and technology

  .
• Exposure to a global clientele and cutting-edge product solutions.
• A performance-driven culture with room for learning and innovation.