Job Description
Pre-Sales Consultant
Who are we? Our Mission is to empower our financial services customers to better understand their clients’ needs and to provide them with data services and embedded technologies that deliver highly personalised, lifelong financial relationships.” As an enterprise B2B2C company, our clients roll out our technology to improve their customers journey and enhance their financial outcomes. We do this through an API-first approach that streamlines access to our market-leading Categorisation, Decisioning, and Analytics engines, together with Payments Initiation. In doing so we deliver actionable insights with reduced transaction costs, accelerated settlements, and a safer, more convenient customer experience.
We’re a regulated entity offering AISP, PISP, and CISP services, trusted by leading banks, insurers, asset and wealth managers, pension companies, financial advisors, and fintechs to enhance financial outcomes for their clients. What do we offer?
We have offices in London and Bristol together with access to co-working space. We offer the opportunity to work remotely (role, business and client dependent) with support for your home office set-up if required. We have regular all company away days and other company, client and team meetings, your attendance at which will be mandatory. This specific role is a hybrid role and you will be expected to spend time with colleagues in our London office on a weekly basis.
Benefits include:
- 5% company contribution towards your Pension from your very first day with us. 3% contribution from your self.
- 25 days of holiday (plus bank hols), rising to 30 days after two years;
- Choose to take your entitlement to UK bank holidays at other times based on your own days of significance;
- Private medical insurance, including cover for pre-existing conditions, plus dental and optical benefit;
- 3 Months Moneyhubber Family Pay when you become a new parent;
- Permanent health insurance and life cover - much greater than the industry standard (death in service);
- Employee assistance programme;
- Professional development support, with dedicated allowance of time and money;
- Life event leave;
- Cycle to work scheme;
- EV Car Scheme
- £750 towards professional memberships
- Remote working benefits, including work from almost anywhere, access to co-working spaces and support for your home office set-up
- High spec laptop
- Holiday purchase
Mission for the role: The Pre-Sales Consultant will be a pivotal bridge between Moneyhub’s complex technical ecosystem and our clients’ commercial objectives. We are looking for an individual who is not just a “product demonstrator,” but a solution architect capable of navigating the business, technical and political complexities of Enterprise-level financial services. Business and Technical Solutioning & Architecture - 40% Translating client requirements as well as leading clients on a value-based journey. Translating business and technical requirements into API-led solutions, Digital Embedded Journeys and Insights, mapping Moneyhub capabilities to client pain points, and addressing non-functional queries Client-Facing Sales Support 35% Leading demos, workshops and presentations to C-suite stakeholders and SMEs. Owning the “technical win” in the sales cycle. Internal Collaboration & Product Feedback - 15% Closing the loop between market requirements and the product roadmap; working closely with Product,
Sales Ops & Knowledge Management - 10%
Maintaining RFx library, proof-of-concept (PoC) frameworks, and pre-sales collateral. Both oversight and hands-on involvement, e.g. writing RFx responses.
Your first 9 months
3 Months: Foundation & Integration
- Focus: Understanding of Moneyhub Pre-Sales playbook, propositions, tools & processes, API suite and sandbox environment.
- Measurable Goal: Successfully shadow 8 client meetings and lead 3 “Standard” product demos without intervention.
- Measurable Goal: Able to support targeted initial client meetings “standalone” and support select pre-sales deliverables, e.g. Client Solution Documents and RFx responses.
6 Months: Execution & Ownership
- Focus: Full ownership of the technical sales cycle for mid-market opportunities.
- Measurable Goal: Own and deliver 2 technology workshops and 1 high-quality RFx response with minimal oversight.
- Measurable Goal: Define and launch a repeatable “Discovery Workshop” framework to be used by the sales team.
9 Months: Strategic Impact
Focus: Influencing the product roadmap and leading Enterprise-tier accounts.
Measurable Goal: Contribute to the closure of at least £Xk in New Business through technical validation.
Measurable Goal: Identify 3 product gaps from client interactions and present formal business cases to the Product Team for inclusion in the roadmap
5+ years’ experience in a senior Pre-Sales, Solutions Consulting, or Solutions Architecture role within Enterprise SaaS.
A strong technical foundation, with hands-on experience of REST APIs, OIDC/FAPI, and modern web architectures.
Experience operating within a scale-up environment, ideally 50–250 employees, with the confidence to work through ambiguity and help build processes as you go.
A genuine interest in the future of financial services, data, and the technology shaping the industry.
The ability to think strategically, understanding not just what a client is asking for today, but the longer-term business value they’re trying to create.
Strong communication and stakeholder management skills, with the ability to simplify complex technical concepts for both technical and non-technical audiences.
A background in fintech or financial services is essential, particularly across retail banking, lending, or savings.
Experience across wealth, life & pensions, or payments would be advantageous.
Experience with Open Banking or Open Finance is highly desirable.
A naturally curious, commercially aware, and collaborative approach, with a high bar for quality and customer outcomes
