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 Executive - Linedata Technology Services

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 - Sales Executive

Job title

Senior Pre-Sales Executive - Linedata Technology Services

Contract type


Job description

As a member of the North American Sales organization, the Senior Pre-Sales Executive will be responsible for both assisting in selling and selling Linedata's Technology Services. LTS is an IT outsourcing provider, specializing in financial services, cloud technologies & managed services. This seasoned pre-sales executive will focus on assisting with technical designs for deals, building a personal pipeline and assist in closing large deals. The successful candidate will display a strong understanding of the asset management industry and be comfortable presenting fully integrated technology and staffing solutions to senior level executives. In addition to having 7-10+ years of senior pre-sales experience positioning solutions in the investment management arena, the ideal candidate will possess excellent verbal, written, interpersonal and relationship selling skills and be looking to grow into a full sales role.

• Assist the sales team with the generation of prospects and manage a modest sales pipeline sufficient to achieve quota targets.
• Build a personal pipeline across assigned territory through business development and networking opportunities.
• Develop and communicate effective business and action plans to address opportunities.
• Coordinate and collaborate with appropriate sales consultants and support resources to successfully deliver sales solutions to clients.
• Actively contribute to knowledge sharing on client needs and context.
• Conduct needs/solutions analysis to effectively position solutions
• Design technical solutions across the variety of technical options available to LTS.
• Generate and follow up on proposals/offers to prospects.
• Identify and understand key decision makers, users and influencers at assigned customer organizations.
• Develop and maintain high-level relationships with key decision makers.
• Ensure highest level of client satisfaction and reference-ability.


• Minimum of 7-10+ years of successful pre-sales experience (investment management firms, hedge funds or fund administrators is preferable but not essential.)
• Bachelor's Degree (Technology discipline preferred) or similar experience
• Technical delivery/Technical Pre-Sales background, including global support
• Strong technical knowledge of market leading technologies in Public Cloud, Private Cloud, Managed Services & Cybersecurity
• Specific knowledge of Office365 & azure required. Knowledge of workflow automation (AIOps) desirable
• A good understanding of compliance within finance, global data privacy laws & regulatory technical solutions is desirable.
• Strong industry experience, specifically in investment management, with the ability to talk on a peer-to-peer level with senior portfolio managers, compliance officer traders, technology offices and C-level executives is desirable.
• Highly energetic, pro-active and creative
• Superior presentation skills, both oral and written
• Available and willing to travel within Manhattan for sales meetings , travel outside of NY up to 10%

Position localisation

Job location

America/Carribean, USA, New York


New York, NY

Candidate criteria

Education required


Experience required

10 + years


English (Fluent/Proficient)

Area of study

Business Degree (Technology Discipline preferred)