Job Description

We are seeking a Pre-Sales Specialist to work in our Toronto office. The Pre-Sales Specialist works closely with the Business Development team members on new sales opportunities for our Order and Portfolio Management Software, AlphaDesk. You will provide in-person and/or remote software demonstrations to prospective clients, typically Hedge Funds and other Asset Managers. Additionally, you will be responsible for the pre-sales discovery process which involves capturing technical requirements, documenting existing workflows, solving complex workflow issues, and providing guidance on new/improved workflows that can be achieved by using our technology.

Role Responsibilities

• Provide software demonstrations of our Order and Portfolio Management System, AlphaDesk, to various stakeholders (Portfolio Managers, Traders, Operations staff, CFO, etc.). Provide recommendations on how to improve the sales and demonstration process
• Complete pre-sales discovery process capturing detailed technical and workflow requirements, ensuring that the work required falls within the budget and scope of the implementation
• Respond to RFIs and RFPs
• Act as a technical resource to the sales team, and in some cases to the implementation teams
• Identify any client requirements not met by the software, and recommend to management what steps are necessary to address any gaps and whether to proceed with the sale
• Develop knowledge of various Refinitiv products to improve sales success.
• Interface with the Product Management team providing feedback for any complex workflow issues discovered in the sales process that may require development
• Interface with the Implementation team providing guidance on software implementations ensuring smooth delivery
• Build strong relationships and become a trusted point of contact for our clients

Qualifications and Experience Required

• 3+ years working in a related role or field (solution engineering, technical sales, Implementation specialist)
• Strong understanding of buy side workflows for portfolio management, trading/settlement, reconciliation, accounting, and reporting
• Working knowledge of Order and Portfolio Management Systems
• Excellent presentation skills (verbal & written)
• Detail oriented and creative problem solver
• SQL knowledge
• Ability to handle and prioritise multiple tasks and work independently
• Undergraduate degree in related field

At LSEG, we believe that creating a diverse and inclusive organisation is fundamental to the way we deliver on our promise of creating essential partnerships and open opportunities. Our open culture is central to how we deliver our purpose \xe2\x80\x93 driving financial stability, empowering economies and enabling customers to create sustainable growth \xe2\x80\x93 in everything we do.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 70 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone\xe2\x80\x99s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

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