Pre-Sales Consultant, Moneyhub
More information about location
1-5 days a week in office
Financial management solutions
Be an early applicant
Financial management solutions
21-100 employees
Be an early applicant
More information about location
1-5 days a week in office
21-100 employees
Company mission
To improve the financial wellness of people, their businesses, and their communities.
Role
Who you are
- 5+ years’ experience in a senior Pre-Sales, Solutions Consulting, or Solutions Architecture role within Enterprise SaaS
- A strong technical foundation, with hands-on experience of REST APIs, OIDC/FAPI, and modern web architectures
- Experience operating within a scale-up environment, ideally 50–250 employees, with the confidence to work through ambiguity and help build processes as you go
- A genuine interest in the future of financial services, data, and the technology shaping the industry
- The ability to think strategically, understanding not just what a client is asking for today, but the longer-term business value they’re trying to create
- Strong communication and stakeholder management skills, with the ability to simplify complex technical concepts for both technical and non-technical audiences
- A background in fintech or financial services is essential, particularly across retail banking, lending, or savings
- Experience across wealth, life & pensions, or payments would be advantageous
- Experience with Open Banking or Open Finance is highly desirable
- A naturally curious, commercially aware, and collaborative approach, with a high bar for quality and customer outcomes
What the job involves
- The Pre-Sales Consultant will be a pivotal bridge between Moneyhub’s complex technical ecosystem and our clients' commercial objectives
- We are looking for an individual who is not just a "product demonstrator," but a solution architect capable of navigating the business, technical and political complexities of Enterprise-level financial services
- Translating client requirements as well as leading clients on a value-based journey
- Translating business and technical requirements into API-led solutions, Digital Embedded Journeys and Insights, mapping Moneyhub capabilities to client pain points, and addressing non-functional queries Client-Facing Sales Support
- Leading demos, workshops and presentations to C-suite stakeholders and SMEs
- Owning the "technical win" in the sales cycle
- Closing the loop between market requirements and the product roadmap; working closely with Product
- Maintaining RFx library, proof-of-concept (PoC) frameworks, and pre-sales collateral. Both oversight and hands-on involvement, e.g. writing RFx responses
- 3 Months: Foundation & Integration
- Focus: Understanding of Moneyhub Pre-Sales playbook, propositions, tools & processes, API suite and sandbox environment
- Measurable Goal: Successfully shadow 8 client meetings and lead 3 "Standard" product demos without intervention
- Measurable Goal: Able to support targeted initial client meetings “standalone” and support select pre-sales deliverables, e.g. Client Solution Documents and RFx responses
- 6 Months: Execution & Ownership
- Focus: Full ownership of the technical sales cycle for mid-market opportunities
- Measurable Goal: Own and deliver 2 technology workshops and 1 high-quality RFx response with minimal oversight
- Measurable Goal: Define and launch a repeatable "Discovery Workshop" framework to be used by the sales team
- 9 Months: Strategic Impact
- Focus: Influencing the product roadmap and leading Enterprise-tier accounts
- Measurable Goal: Contribute to the closure of at least £Xk in New Business through technical validation
- Measurable Goal: Identify 3 product gaps from client interactions and present formal business cases to the Product Team for inclusion in the roadmap
Salary benchmarks
Our take
2022 saw large changes to the FCA (Financial Conduct Authority) and its Consumer Duty regulations, which have meant that companies such as Moneyhub, an Open Finance data and payments platform, are more important than ever.
Moneyhub has gone from strength to strength as a data analytics for finance platform. A winner of the UK Fintech Awards 2021, Moneyhub helps businesses develop better ways to engage with their customers through consent-driven data. It also gives companies and people the power to make more informed decisions about risk management and investment through their big data.
The influx of VC funding Moneyhub has received reflects the growing need for more powerful financial management and customer engagement tools, especially as corporation tax and cost of living rise exponentially. Moneyhub is a leader in this area, at a time when companies like it are under more pressure to help navigate a rocky economy. On that subject, Moneyhub closed off its D2C practices in 2025 to focus entirely on products for B2B customers, including a white-label engagement platform, APIs for open data and credit and payment decisioning solutions.
Freddie
Company Specialist at Welcome to the Jungle
Insights
51% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Dec 2022
$20.3m
EARLY VC
Oct 2022
$47.4m
EARLY VC
Total funding: $85.7m
Company benefits
- 10% toward each person’s pension
- Private medical insurance, accepting of all pre-existing conditions
- Support for your mental, financial, and professional wellbeing including 24/7 access to a GP online for consultations
- Flexible working
- 25 days holiday, plus bank holidays and the option to buy more
- Family pay for all new parents
- Personal development fund
- Professional memberships
Company HQ
City of London, London, UK
Leadership
Alastair McGill
(CEO)Previously General Manager at Broadridge, CRO and Managing Director of Cashfac Technologies and was the Executive Vice President of the Asia Pacific for SmartStream Technologies.
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