Presales Consultant

Connect Group; United Kingdom; Remote; GBP 60,000 - 90,000; Full time

Job summary

Connect Group is seeking a proactive Pre-Sales Consultant for Finance & ERP software, Remote-UK based. You will partner with Account Executives to run discovery sessions, map complex finance workflows, and deliver tailored product demonstrations that prove value to finance leaders.

In this client-facing role, you’ll translate business requirements into software functionality, handle objections, and support RFIs/RFPs while collaborating with Sales, Product, and Professional Services to ensure

Qualifications

• Strong understanding of accounting principles and finance operations.
• Experience demonstrating or consulting on finance/ERP software.
• Excellent questioning and storytelling skills to uncover operational pain points.
• Ability to explain complex functionality clearly for business impact.
• Outstanding presentation and time-management skills.

Responsibilities

• Partner with the commercial team to identify opportunities and develop effective solution strategies.
• Lead and contribute to discovery sessions, uncovering business challenges, processes, and desired outcomes.
• Translate customer requirements into appropriate software functionality and solution design.
• Prepare and deliver engaging, tailored product demonstrations that connect software capabilities directly to prospect business value.
• Engage confidently with stakeholders at all levels, from day-to-day finance users up to C-level executives.
• Handle technical, functional, and commercial questions or objections throughout the sales process.
• Support RFIs, RFPs, and tender responses, and help maintain dynamic demonstration environments and presales assets.
• Collaborate across Sales, Product, and Professional Services to ensure smooth customer handovers into implementation.
• Travel to customer sites, partner meetings, and industry events when appropriate (averaging around once a month, plus seasonal events).

Skills

Finance & ERP

Presales & Demos

Discovery & Storytelling

Commercial Awareness

Communication & Organization

Job description

Pre-Sales Consultant (Finance & ERP Software)

Location: Remote - must be UK-based

About Our Client

Our client is a fast-growing, cloud-native Financial Management Software and Cloud ERP vendor that bridges the critical gap between entry-level accounting tools and heavy, overly complex enterprise systems. Their modern platform empowers diverse organizations with core financials, advanced automations, and real-time business insights.

Position Overview

We are looking for a driven, client-facing Solutions Consultant to sit at the intersection of sales, finance, and software storytelling. In this role, you will work hand in hand with Account Executives to run discovery sessions, map complex business workflows, and deliver engaging, tailored product demonstrations that prove our client’s value to finance leaders (CFOs, Finance Directors, and controllers).

Key Responsibilities

• Partner with the commercial team to identify opportunities and develop effective solution strategies.
• Lead and contribute to discovery sessions, uncovering business challenges, processes, and desired outcomes.
• Translate customer requirements into appropriate software functionality and solution design.
• Prepare and deliver engaging, tailored product demonstrations that connect software capabilities directly to prospect business value.
• Engage confidently with stakeholders at all levels, from day-to-day finance users up to C-level executives.
• Handle technical, functional, and commercial questions or objections throughout the sales process.
• Support RFIs, RFPs, and tender responses, and help maintain dynamic demonstration environments and presales assets.
• Collaborate across Sales, Product, and Professional Services to ensure smooth customer handovers into implementation.
• Travel to customer sites, partner meetings, and industry events when appropriate (averaging around once a month, plus seasonal events).

What We Are Looking For (Essential Criteria)

• Finance & ERP Fluency: A strong understanding of accounting principles (debits/credits, month-end processes, multi-entity setups) and common finance operations. (Full accounting qualifications like ACCA are not required, but financial acumen is a must).
• Presales & Demo Experience: Experience demonstrating or consulting on accounting, finance, ERP, or closely related business software.
• Discovery & Storytelling Skills: Excellent questioning skills to uncover operational pain points and the ability to explain complex functionality in a clear, commercially relevant way.
• Commercial Awareness: Understanding how solutions consulting contributes to progressing opportunities and handling objections.
• Communication & Organization: Outstanding presentation skills, time-management capabilities, and a collaborative mindset.

Why Join?

• Growth & Upskilling: Deepen your expertise in mid‑…
• Strong Team Culture: Join a collaborative, supportive team that values skill development and recognizes top performance.
• Competitive Package: Attractive base salary accompanied by deal-based rewards and quarterly performance bonuses.