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Pre-Sales Executive CLM

  • Hybrid
    • London, Greater London, United Kingdom
  • CLM - Central

Job description

About Karbon 

Karbon is Delta Capita’s proprietary technology platform designed to transform client lifecycle management (CLM) across financial services. It enables institutions to streamline onboarding, KYC, and compliance processes through modular, scalable, and intelligent solutions. Karbon is at the forefront of digital transformation in CLM, combining deep industry expertise with cutting-edge technology. 

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Role Overview 

As a Pre-Sales Executive for Karbon, you will play a pivotal role in supporting the sales cycle by demonstrating the value of the Karbon platform to prospective clients. You will work closely with sales, product, and advisory teams to understand client needs, tailor solutions, and deliver compelling product demonstrations. This role requires a blend of technical understanding, commercial awareness, and client-facing confidence.

Key Responsibilities 

  • Client Engagement: Collaborate with sales to understand client requirements and tailor Karbon solutions accordingly. 

  • Product Demonstrations: Deliver high-impact demos and presentations that showcase Karbon’s capabilities and value proposition. 

  • Solution Design: Translate client needs into solution proposals, working with product and advisory teams to ensure feasibility and alignment. 

  • RFP/RFI Support: Contribute to responses for RFPs/RFIs, ensuring technical and functional accuracy. 

  • Proof of Concept (PoC): Support the design and execution of PoCs to validate Karbon’s fit for client environments. 

  • Market Insight: Stay informed on industry trends, competitor offerings, and regulatory developments to inform client conversations. 

  • Sales Enablement: Assist in developing sales tools, demo environments, and technical collateral. 

Job requirements

Qualifications & Experience 

  • Experience in a pre-sales, solution consulting, or client-facing technical role, ideally within financial technology or SaaS. 

  • Strong understanding of CLM, KYC, onboarding, or regulatory processes in financial services. 

  • Excellent presentation and communication skills, with the ability to engage senior stakeholders. 

  • Ability to translate complex technical concepts into business value. 

  • Familiarity with enterprise software platforms, APIs, and integration workflows. 

  • Experience working with CRM tools (e.g., Salesforce) and demo environments is a plus. 

Why Join Delta Capita? 

  • Be part of a high-growth technology platform reshaping CLM in financial services. 

  • Work with leading financial institutions and industry experts. 

  • Enjoy a collaborative, innovative, and entrepreneurial culture. 

  • Competitive compensation and benefits package. 

How We Work: 

Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. 

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire. 

This is a permanent position located in London with hybrid working. There will be infrequent international travel involved. Please note you must have valid working permit for the UK. 

Who We Are: 

Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualized services for financial institutions for non-differentiating services. 

Our 3 offerings are: 

  • Managed Services 

  • Consulting & Solutions 

  • Technology 

To know more about Delta Capita and our culture click here: Working at DC - Delta Capita. 

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