Senior Manager, Pre-Sales Consultants

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About The Team

The Customer Success team is composed of three teams: the pre-sales team, the post-sales team, and the support team. The Senior Manager role leads the US Financial Services Pre-Sales organization - a critical driver of regional growth. Pre-Sales Consultants act as trusted partners to our Account Executives, working closely with prospective clients to demonstrate the value of our platform and help win new business.

They are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions. Pre-Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high-impact evaluations. They work across Corporate and Financial Services verticals, engaging with decision-makers and users to uncover use cases, run tailored demos, and guide prospects to successful outcomes.

Their extensive client exposure also positions them as key partners to our Product Management and Content teams, helping determine future product developments and playing a central role in product Betas and customer feedback loops.

About The Role

The Senior Manager, Pre-Sales (US FS Team) shapes regional and segment strategy, scales pre-sales operations, and leads a team comprising both Team Leads and Individual Contributors. This is a senior leadership role with responsibility for the operational rhythm, performance outcomes, and long-term scalability of the US Financial Services Pre-Sales function. Where a Manager owns direct team execution, the Senior Manager sets the vision, builds the systems, and ensures the entire function operates at a high and consistent standard - including through layers of management.

The Senior Manager is a trusted thought partner to senior sales leadership and a proactive force in driving cross-functional alignment across the business.

What You'Ll Do

Shape regional and segment strategy for the US Financial Services Pre-Sales function, owning the operating rhythm, key metrics, and ideal outputs for the business unit. Partner closely with the Head of Global Pre-Sales to define organisational design and execution strategy, and actively contribute to end-of-year planning. Package team performance data into executive-ready narratives - proactively surfacing risks, gaps, and opportunities so senior leaders are never caught off guard.

Constantly drive transformation initiatives across process, structure, and tooling, building feedback loops to identify and address systemic issues before they compound. Hold the team - including Team Leads - to a high and consistent standard, taking a long-term view on the profitability and scalability of the function. Serve as a trusted thought partner to senior sales leaders, automatically included in QBRs, business unit meetings, and relevant senior stakeholder forums.