Finance Presales Consultant

Mphasis; London; Remote; GBP 45,000 - 70,000; Full time

Job summary

A leading technology solution provider is seeking a Finance Presales Consultant for a remote role with up to 25% travel. The consultant will act as a trusted advisor, assisting with RFP responses and delivering compelling solutions in finance business applications. Ideal candidates will possess strong finance knowledge and have experience in presales or consulting within the Financial Services industry.

Qualifications

• 3-4 years in Finance presales or similar technical role.
• 5 years as a Senior Finance Consultant in delivery projects.
• Experience in Financial Services, Banking, or Insurance is preferred.

Responsibilities

• Assist Sales Specialists in RFP responses and solution envisioning.
• Design customer-centric solutions aligned with business value.
• Deliver engaging customer demonstrations.

Skills

Consultative selling skills

Storytelling skills

Organizational skills

Presentation skills

Engagement with executives

Innovative problem-solving

Passion for learning

Education

ACCA qualification

CIMA qualification

Job description

Finance Presales Consultant – Microsoft Business Applications

Role type: UK, work-from home plus up to 25% travel

Employment type: Full-time

Why Mphasis

Mphasis provides Next-Gen Design, Architecture, and Engineering services, delivering scalable and sustainable software & technology solutions to Global Enterprises.

Their UK&I based Dynamics Business aims to help customers digitally transform their businesses to generate new revenue streams, create engaging customer interactions, and improve operational profitability.

The Impact You Will Make

Microsoft Business Applications cloud is a leader in CRM, ERP, and application platform space, trusted by global businesses to optimize operations, engage customers, empower employees, and transform products.

As a Presales Professional, you will be a trusted advisor to customers, influencing strategic decisions and engaging at the CXO level. You will also share best practices within the presales community and leverage team efforts to broaden your impact. We seek individuals with finance expertise, preferably with industry experience in Financial Services, Banking, or Insurance.

You will use storytelling skills to communicate how our solutions solve customer problems and demonstrate their value clearly.

Responsibilities

• Assist Business Applications Sales Specialists in RFP responses and solution envisioning.
• Design customer-centric solutions aligned with business value.
• Deliver engaging customer demonstrations.
• Collaborate with Customer Success and Partner Teams to ensure customer success.

Qualifications and Experience

• Ideally 3-4 years in a Finance presales or similar technical role; or 5 years as a Senior Finance Consultant in delivery projects looking to move into presales.
• ACCA or CIMA qualification is advantageous but not essential.

Skills Needed

• Experience explaining solutions and architectures in Finance business applications.
• Strong organizational, presentation, and storytelling skills.
• Experience engaging with executives.
• Consultative selling skills and a challenger mindset.
• Passion for learning, sharing knowledge, and innovative problem-solving.

Please note that a valid work permit may be required if you are not a passport holder of the country for this vacancy. For more info, check our Blog.

Applications should be submitted via the 'Apply now' button. Do not provide bank or payment details.

Created on 22/06/2025 by TN United Kingdom