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Presales Solutions Consultant

2 months ago

Reading, United Kingdom RedCat Digital Full time

Presales Solutions Consultant


Are you a management consultant with experience in finance and accountancy but feel stifled in your current role? Are you interested in the digital/ tech world? Do you love finance/ accounting but want to use your knowledge in a different way? This could be the perfect role for you


Having said that, you could be in a pre-sales role, even a business analyst or consultant in a Finance/ Accountancy software company - it's the aptitude, tech interest and soft skills I'm recruiting for


My client is seeking a driven individual to join their team as a Solutions Consultant. In this role, you'll be pivotal in delivering innovative software solutions, enhancing client satisfaction, and contributing to the growth of our client's cutting-edge data-matching / exception management platform. You'll have the opportunity to work with an impressive global client base spanning a variety of sectors (Financial Services, Fintech, Insurance, and e-Commerce).


The role is varied and exciting, to be successful, you will need excellent communication skills, curiosity about technology (coding in your spare time, a tech Degree, taught yourself some basic SQL, etc.), and a strong understanding of the world of finance and accounting. You will likely have come from a leading consultancy working in that sector as a Management Consultant (Finance & Accounting team) and understand the challenges of manual reconciliation, and have the ability to understand clients pain points. Previous experience in a Pre-sales/ Solutions Consulting role, focused on the FS/ Accounting sector is also hugely of interest.


**The Role**


As a Solutions Consultant, you'll play a crucial role in both pre-sales and post-sales activities. You'll have the opportunity to:


- Lead pre-sales discovery calls to understand prospective clients' needs and present tailored solutions.

- Conduct post-sales discovery calls to identify client needs and suggest new configurations or additional features.

- Standardise offerings for industry verticals, highlighting common use cases and features.

- Assist with proof-of-concept selection and execution.

- Document client processes for knowledge sharing and improvement.


**What Your Background and Experience Should Look Like**


- Minimum of 2-3 years in an auditing or accounting role at a Big 4 firm, or experience working for a SaaS company focused on financial management/accounting.

- Strong understanding of finance and accounting processes, terms, and regulations.

- Strong stakeholder management/client-facing skills, with a genuine enjoyment of such interactions.

- Technical skills – any experience or knowledge of software in this space is beneficial, but a curiosity about technology and a willingness to learn is even more important.