ERP Pre-Sales Consultant – Finance Software (Hybrid)

Chapman Tate Associates; Birmingham; Hybrid; GBP 55,000 - 80,000; Full time

Benefits offered by this job

Hybrid/flexible working

UK travel as needed

Job summary

Chapman Tate Associates is seeking an experienced ERP Pre-Sales Consultant to bridge customer requirements with financial management software solutions. You will work closely with Sales, Consulting and prospective customers throughout the sales cycle, delivering tailored demonstrations and insightful workshops.

The role emphasizes ERP knowledge, presentation excellence and collaboration across teams, with hybrid/flexible working and travel around the Midlands and UK as needed.

Qualifications

• Experience leading discovery sessions to understand customer finance needs.
• Ability to deliver tailored ERP demonstrations and translate requirements into solutions.
• Strong communication and presentation skills with senior stakeholders.
• Experience supporting RFPs, proposals and tender responses.
• Finance-focused ERP knowledge and enterprise software background.

Responsibilities

• Lead discovery sessions to capture customers' business and finance requirements.
• Deliver engaging ERP demonstrations and translate business needs into design.
• Collaborate with Sales, Consulting and customers throughout the sales cycle.
• Run workshops with Finance Directors and CFOs.
• Support RFPs, RFIs, proposals and tender responses.

Skills

ERP knowledge

Presentation skills

Stakeholder management

Pre-sales experience

Education

Finance/Accounting background

Tools

NetSuite

Sage

iPlicit

Job description

Chapman Tate Associates is seeking an experienced ERP Pre-Sales Consultant to bridge customer requirements with financial management software solutions. You will work closely with Sales, Consulting and prospective customers throughout the sales cycle, delivering tailored demonstrations and insightful workshops.

The role emphasizes ERP knowledge, presentation excellence and collaboration across teams, with hybrid/flexible working and travel around the Midlands and UK as needed.