Pre-Sales Consultant Portfolio Management

Pre-Sales Specialist Portfolio Management Solutions (m/f/d)

Job title

Pre-Sales Specialist Portfolio Management Solutions (m/f/d)

Contract type

About Infront

At Infront, we are committed to fostering an inclusive workplace, recognizing our diverse team as one of our most valuable assets.

For 25 years, Infront has been empowering financial market experts to make faster, smarter, compliant decisions. Over time, we have expanded our foundation by bringing together companies with more than 75 years of combined market experience and trust.

Our strength lies in market data, delivering reliable, accurate information through a powerful suite of tools, spanning Data Intelligence, Wealth Management solutions, and Trading & Investor solutions, that our users depend on every day. Today, we are one of Europe’s leading providers of market data and financial software, helping professionals navigate markets with confidence and speed.

About the Role

We are seeking a highly motivated and commercially focused Pre-Sales Specialist to support the growth of our SaaS portfolio management solutions across Switzerland, Belgium, the Netherlands and Italy.

Working as a trusted advisor alongside regional Sales Executives, you will engage with prospective clients throughout the sales cycle, demonstrating how our cloud-based portfolio management platform addresses the complex needs of investment managers, asset managers, wealth managers, family offices and institutional investors.

This is a quota-carrying role with co-prime responsibility for the achievement of sales targets for the in-scope portfolio management product suite. Success requires a combination of strong business acumen, financial markets knowledge, technical expertise and the ability to articulate business value to both executive and operational stakeholders.

Please note: This position can be located at our office in Milan, Frankfurt, or Madrid.

As our Pre-Sales Specialist, you will:

• Partner with Sales Executives to develop account strategies and drive revenue growth across assigned territories.
• Qualify client business, functional, and technical requirements, contribute to opportunity planning and competitive positioning, and support commercial negotiations through solution expertise and value-based recommendations.
• Deliver tailored product demonstrations, proof-of-concepts, and technical validation activities that address client objectives and investment workflows.
• Lead discovery sessions to understand client processes, challenges, and portfolio management requirements.
• Design and present solution proposals and architectures that align customer needs with product capabilities.
• Act as a trusted advisor and subject matter expert on portfolio management solutions and industry best practices.
• Build strong relationships with stakeholders across investment, operations, technology, risk, and compliance functions.
• Present confidently to both technical and executive audiences, articulating the business value, ROI, and operational benefits of proposed solutions.
• Collaborate closely with Marketing, Product Management, Engineering, Professional Services, and Customer Success teams to support successful client outcomes and influence product development.
• Travel regularly across Switzerland, Belgium, the Netherlands, and Italy to support customer meetings, workshops, industry events, and internal collaboration.

Who you are

• Proven experience in Pre-Sales, Solutions Consulting, or Solution Engineering supporting enterprise SaaS solutions.
• Strong understanding of portfolio management, investment management, or capital markets operations.
• Experience supporting complex, consultative B2B software sales cycles.
• Excellent presentation, demonstration, and workshop facilitation skills.
• Ability to translate business challenges into practical technology solutions.
• Commercial mindset with experience working toward revenue targets or shared sales objectives.
• Strong written and verbal communication skills, with the ability to influence senior business and technical stakeholders.
• Self-motivated and comfortable working across multiple countries, cultures, and stakeholder groups.
• Knowledge of portfolio management platforms, investment accounting, order management, performance measurement, front-to-back investment platforms, cloud technologies, enterprise SaaS architectures, and RFP/RFI processes is advantageous.
• Fluent English and German are essential; French or Italian language skills are highly desirable.
• Professional qualifications such as CFA, CAIA, or equivalent are considered a strong advantage.