By continuing to browse, you accept the use of cookies for the purposes of authentication and adding favourites. Find out more
LINEDATA vacancy search engine

Senior Pre-Sales Engineer - Lending & Leasing Software

Vacancy details

General information


At Linedata we believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership.

___________________________________________ WE HUMANIZE TECHNOLOGY ___________________________________________

20 years experience, 20 offices, covering 50 countries, more than 700 clients, we are close to 1300 employees providing global humanized technology solutions aimed at the investment management and credit community. Linedata supports companies to grow and strengthens the development of its clients.

Position description


Sales & Client Management - Technical Sales Lead

Job title

Senior Pre-Sales Engineer - Lending & Leasing Software

Contract type


Job description

As a member of the Linedata Sales team, the Pre-Sales Engineer is ultimately responsible for tailoring and providing content specific product demonstrations to prospects, clients and industry experts. The scope of products/solutions include Linedata Capitalstream, Linedata Loansquare & Linedata Ekip360 and all integration points and ancillary applications per prospect requriements.

• Identify and document the needs/challenges of the customer (prospect, existing client)
• Create and Present the appropriate Linedata solution(s) to the customer
• Support the life of the sales opportunity by providing additional product demonstrations, answers/solutions to any/all outstanding inquiries
• Become an expert in the overall lending & leasing solution set offered by Linedata.
• Uncover customer-specific workflows, challenges, gaps to deliver content-rich presentations.
• Confidently demonstrate/present solutions to various levels of Customer's organizations.
• Support the Sales Team (Sales Managers, Account/Relationship Managers).
• Participate in RFI & RFP process
• Collaborate with marketing team (industry content, webinars, …)
• Work with Product, Engineering & Hosting teams to enhance Linedata solutions
• Stay on the fore-front of product release knowledge.
• Personalize all experiences with the customer.
• Assist in keeping industry partners informed about Linedata solutions.


• Experience: Minimum of 5 years' relevant experience (Demonstrations, Sales, etc.) within financial services
• Strong Leasing and Credit financial products industry experience, with the ability to talk on a peer-to-peer level with senior executives and business teams
• Available and willing to travel 50%-70% of the time
• Presentation Skills:Public Speaking, Interaction/Presentations to various levels/roles within an organization
• Self-motivated, self-sufficient, Able to prioritize, Organizational Skills

• Sales - Have strong sales instincts and sales presence and enjoy speaking with prospective clients in all stages of the sales cycle.
• Knowledge – Deep understanding of banking operations and all aspects of Lending & Leasing Origination, Processing, & Portfolio Management
• Task Management – Organizing and prioritizing tasks. Managing time to maximize personal productivity.
• Workflow Analysis — Understanding Customer workflows, proposing/providing best practice workflows utilizing the Linedata front office solution-set
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Making good decisions and solving problems while under pressure.
• Analyzing and working with Data — Understanding, managing, integrating specific data points within software solutions and databases
• Creativity — Developing, designing, or creating solutions to Customer-centric problems
• Attitude & Teamwork– Projecting confidence tempered with humility. Must be a team player willing both to steer the team towards success and to fully support the team when others are steering.

Chat with our insiders and learn more about your future role at Linedata! Start the conversation here:


Position localisation

Job location

America/Carribean, USA, Washington


Remote U.S.

Candidate criteria

Education required


Experience required

5 + years


English (Fluent/Proficient)

Area of study

Business or related field