Hybrid ERP Pre-Sales Consultant – Finance Tech Solutions

Chapman Tate Associates; Birmingham; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

Chapman Tate Associates is seeking an experienced ERP Pre-Sales Consultant to join their Midlands team. The role focuses on understanding client challenges and translating them into compelling ERP demonstrations across NetSuite, Sage, iPlicit and other finance-focused platforms.

You will work closely with Sales, Consulting and prospective customers through the sales cycle, leading discovery sessions and delivering tailored software demonstrations for finance Directors and CFOs.

Qualifications

• Ideally, you'll have experience with one or more of the following: NetSuite, Oracle NetSuite, Sage, Sage Intacct, Sage 200, Sage X3, iPlicit
• You could currently be working as a Pre-Sales Consultant, Solutions Consultant, ERP Consultant, Functional Consultant, Solution Architect or Technical Account Manager
• You don't necessarily need to be a career pre-sales professional. We’re equally interested in experienced ERP Functional or Implementation Consultants who regularly run discovery sessions, workshops, presentations and software demonstrations and would like to move further into pre-sales
• A Finance, Accounting or Financial Management background would be particularly advantageous.

Responsibilities

• Leading discovery sessions to understand prospective customers' business and finance requirements
• Delivering engaging and tailored ERP software demonstrations
• Translating business requirements into appropriate solution designs
• Working alongside Sales and Account Management throughout the sales cycle
• Running workshops and presentations with Finance Directors, CFOs and other senior stakeholders
• Supporting RFPs, RFIs, proposals and tender responses
• Advising customers on how ERP and financial management technology can improve their processes
• Working closely with implementation and consulting teams to ensure proposed solutions are deliverable
• Acting as a trusted advisor throughout the customer journey

Job description

Chapman Tate Associates is seeking an experienced ERP Pre-Sales Consultant to join their Midlands team. The role focuses on understanding client challenges and translating them into compelling ERP demonstrations across NetSuite, Sage, iPlicit and other finance-focused platforms.

You will work closely with Sales, Consulting and prospective customers through the sales cycle, leading discovery sessions and delivering tailored software demonstrations for finance Directors and CFOs.