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 our Commercial Team as Pre-Sales Team Lead.



We offer:


A challenging and exciting role in a dynamic FinTech/RegTech environment with plenty of room for personal growth, responsibility, and professional development. Work with cutting-edge technologies in a digital, cloud-based environment. Diverse project and team collaboration with cross-departmental insights. Up to 30 paid vacation days per year. Flexible working hours with a 50% home office option. The opportunity to actively shape the company and grow quickly on a personal level.

cleversoft is an equal opportunity employer. We do not discriminate against any applicant or employee based on gender, sexual orientation, race, religion, belief, disability, or any other legally protected characteristic. We are committed to hiring the best candidates for our positions, regardless of these factors.


10+ years of experience in a pre-sales, solution consulting, or solution engineering role, ideally in B2B SaaS, FinTech, or RegTech. Proven track record of leading and developing high-performing pre-sales teams. Deep understanding of complex enterprise software solutions and client business processes. Strong knowledge of financial services industry requirements, preferably in the areas of compliance, regulatory reporting, or digital advisory. Exceptional communication, presentation, and executive engagement skills. Fluency in both German and English (written and spoken), French is a plus. Ability to manage and prioritize multiple opportunities and stakeholder groups. An analytical mindset and the ability to build trust with senior decision-makers. Strategic thinking combined with hands-on execution capability. Bachelor’s or Master’s degree in Business, Finance, Computer Science, or a related field. Lead, mentor and develop a team of Pre-Sales professionals, fostering a culture of excellence and innovation. Build and scale pre-sales capabilities in alignment with the company’s business growth. Build, refine, and continuously improve pre-sales processes and tools to maximize efficiency and customer experience. Drive adoption of best practices within the pre-sales team. Engage with financial institutions, FinTechs, and other regulated businesses such as sports & gambling, travelling & hospitality, etc. to understand their compliance needs. Define, present and discuss solution offerings explaining features, benefits, and how our solutions address financial crime challenges. Guide the team through complex RFPs/RFIs responses, leveraging deep technical and regulatory expertise to increase winning rates. Collaborate with Sales as a strategic partner throughout the client lifecycle to drive revenue growth. Stay ahead of regulatory and market trends in compliance, regulatory reporting, and digital advisory to provide insights to clients and internally. Analyze market potential before product launches and ensure alignment with client needs and industry trends. Support marketing initiatives by shaping campaigns and ensuring messaging reflects our value proposition. * Ensure marketing materials reflect deep understanding of client challenges and industry dynamics.