About the Team

The Customer Success team is composed of three teams: the pre-sales team, the post-sales team, and the support team. The Senior Manager role leads the US Financial Services Pre-Sales organization - a critical driver of regional growth. Pre-Sales Consultants act as trusted partners to our Account Executives, working closely with prospective clients to demonstrate the value of our platform and help win new business. They are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions.

Pre-Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high-impact evaluations. They work across Corporate and Financial Services verticals, engaging with decision-makers and users to uncover use cases, run tailored demos, and guide prospects to successful outcomes. Their extensive client exposure also positions them as key partners to our Product Management and Content teams, helping determine future product developments and playing a central role in product Betas and customer feedback loops.

About the Role

The Senior Manager, Pre-Sales (US FS Team) shapes regional and segment strategy, scales pre-sales operations, and leads a team comprising both Team Leads and Individual Contributors. This is a senior leadership role with responsibility for the operational rhythm, performance outcomes, and long-term scalability of the US Financial Services Pre-Sales function.

Where a Manager owns direct team execution, the Senior Manager sets the vision, builds the systems, and ensures the entire function operates at a high and consistent standard - including through layers of management. The Senior Manager is a trusted thought partner to senior sales leadership and a proactive force in driving cross-functional alignment across the business.

What You'll Do

• Shape regional and segment strategy for the US Financial Services Pre-Sales function, owning the operating rhythm, key metrics, and ideal outputs for the business unit.
• Partner closely with the Head of Global Pre-Sales to define organisational design and execution strategy, and actively contribute to end-of-year planning.
• Package team performance data into executive-ready narratives - proactively surfacing risks, gaps, and opportunities so senior leaders are never caught off guard.
• Constantly drive transformation initiatives across process, structure, and tooling, building feedback loops to identify and address systemic issues before they compound.
• Hold the team - including Team Leads - to a high and consistent standard, taking a long-term view on the profitability and scalability of the function.
• Serve as a trusted thought partner to senior sales leaders, automatically included in QBRs, business unit meetings, and relevant senior stakeholder forums.
• Build productive, trust-based partnerships with cross-functional leaders across Enablement, Sales, RevOps, and beyond - acting as a recognised escalation point and go-to collaborator.
• Set the example for executive communication across the team and directly coach Managers on how to communicate with clarity, focus, and authority.
• Own the talent strategy for the unit: hiring plans, career paths, promotion frameworks, role design, and job descriptions.
• Develop and grow people managers - coaching Team Leads to become strong, independent leaders in their own right - while nurturing a warm but demanding culture across all layers of the team.
• Leverage your network to bring in top talent and drive a high-performing, loyal culture built on strong values: high expectations, accountability, diversity, and retention.
• Be selectively involved in high-impact client engagements, representing the pre-sales function credibly with senior internal and external stakeholders.
• Anticipate sales needs and potential market shifts, positioning the team to support the broader business in hitting its targets.

Who You Are

• A proven leader with a track record of managing teams that include both Individual Contributors and Team Leads (managers of managers experience preferred).
• A systems thinker who turns ambiguous or unstructured environments into scalable, high-performing operations.
• Obsessed with impact, you measure success by the outcomes your team delivers for clients and for the business.
• An executive communicator: you can package complex data into clear narratives, and you coach others to do the same.
• A talent multiplier who sees developing people managers as a core part of the role - not a side responsibility.
• Commercially minded and strategically oriented, with a natural ability to anticipate needs and position the team accordingly.
• Calm under pressure and a stabilising presence during periods of organisational change.
• Ambitious, with impeccable integrity, curiosity, and a servant leadership mindset.
• Deeply invested in feedback culture - you give it generously, receive it gracefully, and build teams that do the same.

Candidate Requirements

• 7+ years of work experience in sales or client success, with a minimum of 3-4 years in people management, including experience managing Team Leads or other managers.
• Demonstrated ability to shape organizational strategy and influence cross-functional stakeholders at a senior level.
• Experience designing and operationalizing scalable pre-sales or customer success processes across a regional or multi-segment function.
• Strong executive communication skills - able to synthesize performance data into clear, actionable narratives for senior leadership.
• High aptitude and genuine curiosity; most technical product knowledge is learned on the job given our diverse client base.
• Proven ability to develop people managers and build a culture of accountability, coaching, and continuous improvement.
• Entrepreneurial mindset with the ability to thrive in a fast-paced, high-growth environment and genuinely make the role your own.
• Outstanding oral, written, and presentation skills; effective attention to detail and task prioritization under pressure.
• Superior ability to develop rapport and maintain long-term relationships with clients, peers, and cross-functional partners.

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

You may also be offered a performance-based bonus, equity, and a generous benefits program.

Base Compensation Range

$148,000-$185,000 USD