Who are we? At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries. The Services Sales Engagement Manager is a Professional Services (PS) pre-sales specialist who partners with account executives and delivery teams to develop commercially sound Statements of Work (SOWs), delivery plans, and pricing. This role owns the services scope, pricing, and commercial construct, ensuring deals are accurately scoped, deliverable, and profitable. This is a PS-focused engagement role — not responsible for quota, account ownership, or traditional sales activities. Key
Responsibilities
SOW & Proposal Development Develop and finalize SOWs, implementation plans, and service schedules Define scope, deliverables, milestones, dependencies, and resource plans Commercial & Pricing Design Build pricing models and cost estimates aligned to margin targets Recommend optimal engagement structures (fixed-price, T&M, milestone, outcome-based) Deal Support & Governance Act as PS SME in deals; translate requirements into scoped solutions Ensure compliance, version control, and approval alignment (finance, legal, delivery) Risk & Handover Management Identify delivery risks and key assumptions early Lead structured handover to delivery teams Process & Enablement Create scalable tools (SOW templates, pricing calculators, playbooks) Enable sales and delivery teams on best practices Performance & Improvement Track margin, accuracy, and cycle time Continuously improve scoping, pricing, and delivery alignment Success Metrics Bookings & Margin: Achieve PS revenue and margin targets SOW Cycle Time: From scoping to signed agreement Conversion Rate: SOW to signed deal Estimate Accuracy: Planned vs actual delivery Handover Quality & Timeliness Compliance & Customer Satisfaction
Requirements
and
Qualifications
Degree in Business, Engineering, or related field Certifications (PMP, Prince2, or similar) are a plus Proven experience in Professional Services pre-sales, engagement management, or solution consulting within banking/fintech (core banking, payments, lending, or capital markets) Strong track record in developing SOWs, pricing models, and deal structures for large-scale software/SaaS implementation programs
Experience
working in a matrix environment, partnering closely with sales, delivery, product, finance, and legal teams within regulated financial services Highly detail-oriented with the ability to manage complex, multi-stakeholder deals across regions Collaborative and confident in balancing client expectations, sales objectives, and delivery feasibility Strong judgment and ability to challenge scope, identify risks early, and protect delivery outcomes in a regulated environment Skills Strong commercial acumen with experience in services pricing, margin optimization, and SaaS/implementation deal economics Excellent ability to translate complex banking/technical requirements into clear, structured SOWs and proposals Proficiency with CRM and PSA tools (e.g., Salesforce) and advanced Excel-based financial/pricing modeling We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for: Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave. Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work. Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.* Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you. Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute. Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool. Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working. *Specific benefits may vary by location. At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves. Be unique. Be exceptional. Help us make a difference at Finastra. At Finastra, our team members are the driving force behind everything we do. We’re building an environment where bold ideas thrive, careers flourish, and innovation is a shared journey. Whether you're a recent graduate ready to shape the future or a seasoned professional seeking your next challenge, you’ll play a pivotal role in delivering software solutions that redefine what’s possible in financial services. We believe growth is a shared commitment. That’s why we offer a rich ecosystem of learning—from hands-on training and mentorship to leadership development and industry certifications. You’ll have the freedom to explore new paths, deepen your expertise, and make your mark in a global fintech that’s built for the future. Our career development isn’t just a program—it’s a promise. With access to cutting-edge tools, a culture of collaboration, and a community that champions your success, you’ll be empowered to lead, challenge, and create meaningful change. Because when we grow together, we innovate together—and that’s how we shape what’s next in finance. We offer incredible career opportunities and your work in close collaboration with fantastic colleagues globally to develop and launch innovative software solutions for our customers. There is a huge range of engaging projects where you can get stuck-in and add value whilst taking advantage of our ongoing development opportunities to build and hone your skills in your chosen area. Our perks include paid holidays, flexible working hours, a pension plan, and comprehensive health initiatives. Join us to supercharge your career, collaborate with industry experts, and thrive in a nurturing environment that powers both your professional and personal growth With us, you can grow, innovate, and make a real impact. At Finastra, we are proud of the wide range of incentives and benefits we offer our employees globally, reflecting our core values: doing well by doing good, putting people first, and open opportunities. We go beyond statutory requirements to maximise our offerings, investing in flexible working policies, personal growth opportunities, and well-being programmes. Highlights include our Flexible Vacation Policy, inclusive people policies, hybrid working framework, and comprehensive well-being support through initiatives like the Employee Assistance Program, the wellbeing Champions and our monthly events and initiatives. Additionally, we emphasise sustainability through volunteering time off and donation matching, champion inclusion through multiple employee networks and cultural initiatives, and invest heavily in career and skills development. Recognition of our employees' efforts is integral, with our global recognition platform and regular employee feedback surveys shaping our inclusive and supportive workplace culture At Finastra, we are committed to creating a workplace where you feel valued and respected. We believe this environment drives innovation and we strive to build a team that reflects the varied backgrounds, perspectives, and experiences of our global ecosystem. This philosophy is at the heart of our culture and the way we work. The company privacy policy can be found here Finastra Privacy Policy