Senior Technology Business Consultant – Treasury and Risk Manager, Quantum Edition
FIS
SQL
Pre-Sales Consultant, Individual Contributor
LemonEdge
full-time
Posted on:
Origin: • 🇺🇸 United States • New York
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
SQL
About the role
- Partner with Account Executives to understand client business needs, technical environments, and investment operations workflows.
- Build out client’s complex accounting use cases into the LemonEdge platform for in-depth proof of concepts lasting from an hour to multiple days.
- Deliver compelling product demos and presentations to CFOs, COOs, CTOs, and investment teams.
- Demonstrate proof-of-concept solutioning and delivery inclusive of system configuration, data migration and report building as required.
- Create solution proposals, technical documentation, and ROI cases that articulate business value.
- Work closely with Product and Implementation teams to ensure proposed solutions are viable and scalable.
- Assist in the production of standardized solutions for different industry vertical problem areas to assist sales team members in scaling demonstrations.
- Support marketing initiatives (webinars, events, RFP responses, whitepapers) by providing product and domain expertise.
- Engage directly with prospects to win new clients and ensure a smooth transition into implementation.
- Hands-on, client-facing, highly consultative role; travel to clients required.
Requirements
- 5+ years’ experience in Pre-Sales, Solution Consulting, or a client-facing technical role within SaaS, FinTech, or financial software.
- Strong understanding of private equity / alternative investment accounting, reporting, or fund administration.
- Proven ability to deliver high-impact product demos and workshops to senior stakeholders (CFOs, COOs, CTOs).
- Strong technical literacy (APIs, integrations, data flows) and ability to explain complex concepts simply.
- Exceptional communication, presentation, and storytelling skills.
- Experience with fund accounting platforms (e.g., Investran, eFront, Allvue, or similar) (desirable).
- Prior exposure to SaaS scale-ups or high-growth environments (desirable).
- RFP/RFI response experience (desirable).
- Hands-on experience with SQL, Excel modeling, or BI tools (desirable).
- Consultative and solutions-focused mindset; ability to work autonomously as an IC while collaborating with global teams.
- Comfortable in a fast-paced, dynamic environment; commercially astute.
- Travel will be required to meet with clients.
