Pre-sales Solution Manager (m/f/d)

CleverSoft GmbH

Job Description

The cleversoft Group is a leading provider of cloud-based RegTech solutions for the financial services industry. Headquartered in Munich and with offices worldwide, we support over 1,000 financial institutions in optimizing advisory, compliance and regulatory processes through fully digital end-to-end solutions and AI-based financial crime prevention.

Are you ready to break new ground with us? Then join us and help us strengthen our Sales team as a Pre-sales Solution Manager.


As a Pre-sales Solution Manager, you will act as the bridge between our sales team, product organization, and potential clients. You will work closely with the sales team and clients, playing a crucial role in:

  • Understanding customer needs and aligning them with the right Financial Crime Prevention (AML/KYC)' solution
  • Providing deep expertise on Fraud Prevention solutions including KYC/KYB, AML, Transaction Monitoring, Screening, and Risk Assessment
  • Gathering valuable market insights and providing relevant input into the development of new products and product enhancements

You will be driving closely with Sales/Hunting customer engagements and pitches to ensure we offer the best possible solution for the client to win including deep-dive sales sessions, workshops and onboarding.

Responsibilities:

  • Engage with financial institutions, fintechs, and other regulated businesses such as sports & gambling, traveling & hospitality, etc. to understand their compliance needs.
  • Present and discuss solution offerings explaining features, benefits, and how our solutions address financial crime challenges.
  • Respond to RFPs/RFIs with detailed technical and regulatory expertise.
  • Stay ahead of regulatory and market trends in AML, financial crime compliance, and fraud prevention to provide insights to clients and internally.
  • Analyze market potential before launching any product.
  • Support marketing team in preparing campaigns, ensuring our value proposition matches with client needs and market trends.

  • Experience in pre-sales, solution consulting, commercial solution architect.
  • Comprehensive knowledge of Financial Crime Compliance including AML, KYC/KYB, Transaction Monitoring, and Screening solutions.
  • Ability to translate complex regulatory & market requirements and technologies into customer user language / customer friendly solutions.
  • Excellent verbal, written and interpersonal communication skills in English and German with the ability to work effectively with colleagues and clients from diverse cultural backgrounds.
  • A proactive, solution-oriented mindset with a passion for problem-solving and technology.
  • Willingness to travel for client engagements and industry events.

  • A very exciting and dynamic FinTech/RegTech environment with multiple opportunities for professional growth, technical skill enhancement, and increased responsibilities.
  • An opportunity to work with state-of-the-art technologies, in a digital cloud-based environment, collaborating with the team anytime and from anywhere.
  • An extensive internal training program and the possibility to follow external though related courses.
  • Project and teamwork providing cross-field experience.
  • Up to 30 paid vacation days annually.
  • Flexible work schedule with home office policy allowing up to 50% work from home.
  • Opportunities for strong customer engagement and conference participation.
  • Interview process with your future teammates.
  • Possibility for high impact and fast personal growth.
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