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Pre Sales Consultant

Role overview

Qualifications

  • Minimum 5 years of commercial experience in a SaaS or technology-driven environment.
  • Experience working with Customer Relationship Management (CRM) systems.
  • Ability to bridge technical depth with commercial impact.
  • Experience supporting tenders, requirement documentation, and structured sales methodologies.

Responsibilities

  • Deliver substantive, technical, and functional advice aligned to customer requirements.
  • Translate business challenges into tailored Ultimo solutions that clearly demonstrate value and ROI.
  • Provide accurate time and cost estimations for quotations and commercial proposals.
  • Deliver impactful, customer-focused product presentations and demonstrations.

Key facts

  • Remote from: United States
  • Freelance
  • Senior (5-10 years)
  • Sales Consultant
  • English

Hard skills

Other skills

  • Collaboration
  • Communication

About the company

Copperleaf logo

Copperleaf

Data Analytics & Business Intelligence

Copperleaf provides enterprise decision analytics software solutions to companies managing critical infrastructure. We leverage operational and financial data to empower our clients to make investment decisions that deliver the highest business value. What sets us apart is our commitment to providing extraordinary experiences, shaped by people who care deeply, products that deliver exceptional value, and partnerships that stand the test of time. Copperleaf is a patron of The Institute of Asset Management and actively participates in shaping the future of asset management standards, including ISO 55000. Headquartered in Vancouver, Canada, our solutions are distributed and supported by regional staff and partners worldwide. Together, we are transforming how the world sees value.

Company details

Company typeSME
IndustryData Analytics & Business Intelligence
Company size501-1000

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Job description

Company Description

Overview 

As a Pre-Sales Consultant, you are the technical and functional authority within the sales process. You play a critical role in driving commercial success by translating customer needs into compelling, value-driven Ultimo solutions. 

You combine deep product expertise with commercial awareness, supporting Account Executives in complex sales cycles, tenders, and strategic opportunities. Through powerful demonstrations, accurate estimations, and trusted advisory, you enable customers to clearly see the value of Ultimo. 

Internally, you act as a knowledge leader, continuously sharing insights about new product developments, market trends, and customer requirements to strengthen our overall sales performance. 

Key Responsibilities 

Customer Advisory & Solution Design 

  • Deliver substantive, technical, and functional advice aligned to customer requirements. 

  • Translate business challenges into tailored Ultimo solutions that clearly demonstrate value and ROI. 

  • Support sales colleagues in Requirement Management Plans, tenders, and complex bid processes. 

  • Provide accurate time and cost estimations for quotations and commercial proposals. 

Product Demonstrations & Enablement 

  • Deliver impactful, customer-focused product presentations and demonstrations. 

  • Manage and continuously improve the standard demo environment. 

  • Build prospect-specific and customer-specific demonstration environments that reflect real-life use cases. 

  • Clearly articulate Ultimo’s differentiators and competitive positioning. 

Commercial Collaboration 

  • Partner closely with Sales to accelerate opportunities from qualification to closing. 

  • Contribute to win strategies in complex or strategic deals. 

  • Support pipeline growth through technical validation and credibility. 

Innovation & Knowledge Sharing 

  • Attend R&D sprint reviews to stay informed on new features and product developments. 

  • Provide structured feedback from customers and the market to Product & R&D. 

  • Actively share knowledge within the sales team regarding new functionalities and evolving possibilities in Ultimo software. 

  • Continuously refine demo approaches, positioning, and storytelling to reflect market trends. 

Qualifications

Requirements 

  • Minimum 5 years of commercial experience in a SaaS or technology-driven environment. 

  • Experience working with Customer Relationship Management (CRM) systems as well as asset intensive industries. 

  • Ability to bridge technical depth with commercial impact. 

  • Experience supporting tenders, requirement documentation, and structured sales methodologies is a strong advantage. 

Preferred Education 

  • Higher Professional Education (HBO) or University degree in or comparable to: 

  • Account Management 

  • Business Administration 

  • Computer Science 

  • Engineering 

  • Commercial Economics 

  • Sales and Account Management 

  • Additional sales and technical training related to the technologies used within Ultimo is a plus. 

Additional Information

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. VEVRAA Federal Contractor, Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. VEVRAA Federal Contractor, Equal Opportunity Employer

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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