Professional Services Consultant

Matched; Greater London; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading Financial Software company is seeking a Professional Services Consultant to enhance customer engagement through training and consultancy. This role focuses on onboarding and supporting clients with their financial software, ensuring optimal use and satisfaction. Ideal candidates will possess strong communication skills and experience in consultancy or customer success within the FinTech sector. The position is home-based, offering flexibility while engaging with clients remotely.

Qualifications

• Experience in customer success, software training, consultancy, presales.
• Ability to deliver remote webinars and training sessions.
• Confidence in presenting to large audiences.

Responsibilities

• Deliver high-level training and consultancy to customers.
• Onboard customers and provide product training.
• Collaborate with Sales and Professional Services teams.

Skills

Communication

Customer Success

Consultancy

Education

Accountancy qualifications

Tools

Financial Software

Accounting Software

Job description

Direct message the job poster from Matched

Helping SaaS Sales Leaders Build Stronger Teams For Over A Decade - 07749114478

Professional Services Consultant - Accountancy SaaS

Why: High growth company

Software: Financial SaaS – FinTech

Location: Home Based

• Do you have experience in on-boarding, demoing or training customers on software?
• Do you have experience with FinTech, Accountancy Software, Financial Software?

The company are a leading Financial Software Company, experience huge growth and with a reputation for being a market leader. They are looking for a Professional Services Consultant to help their customers get the most value and best experience from their technology.

They are looking for an exceptional communicator who would thrive in their Professional Services team. The main focus of this role is delivering high level training and consultancy to their customers, supporting both their on-boarding and continued use of the suite of financial software products.

This is a broad role which incorporates customer on-boarding, presales, training, demonstrations, customer experience, customer consulting. The majority of customer engagement is done remotely however there is also the opportunity to visit customers as and when required.

Requirement: Professional Services Consultant

• Collaborate with other members of both the Sales and Professional Services team to deliver training and consultancy to customers
• Present and articulate advanced product features and benefits
• Be able to onboard, delivering product training, workshops and consultancy sessions with customers
• Ensure customer satisfaction is maintained throughout.
• Proactively scope out technical solutions required to address customer requirements, meeting their needs by putting them into practice during the session(s).
• Provide internal product knowledge to Sales Team members
• To deliver remote or on-site professional consultancy sessions

Experience Required: Professional Services Consultant

• Previous experience in a customer success, software training, consultancy, presales, customer experience position
• Experience working with financial software such as Accounting Software, Tax Solutions, Financial Software, Bookkeeping Solutions is preferred
• Experience at delivering software training and consultancy sessions to all levels of customers
• Experience at delivering paid for training/consultancy sessions either remotely or on-site for customers.
• Confidence at presenting to a large audience
• Ability to deliver remote webinars.
• Accountancy qualifications would be highly preferable,

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting and Customer Service

• Industries

  Software Development, Technology, Information and Media, and Accounting

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