Solutions Consultant

The Digital Recruitment Company; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A rapidly expanding software company seeks a Solutions Consultant to engage in pre and post-sales activities. In this role, you will leverage your finance background to enhance client satisfaction and maximize software usage while contributing to the company's growth across new markets. The opportunity offers competitive benefits and a vibrant work environment.

Benefits

Competitive salary with a Share Option Scheme

Regular company social activities

Free Gym membership

Cycle to work scheme

25 days annual leave

Qualifications

• Minimum 2-3 years’ experience in auditing or accounting role at a Big 4 firm.
• Deep understanding of Finance and Accounting processes and terms.
• Comfortable engaging technical and non-technical clients.

Responsibilities

• Conduct pre-sales discovery calls to assess client needs.
• Conduct post-sales calls to identify unmet needs.
• Collaborate with Solutions, Sales, and Delivery teams on client configurations.

Skills

Analytical thinking

Excellent communication

Client-facing skills

Attention to detail

Proactive attitude

Education

Degree in finance or related field

Tools

SQL

C#

Job description

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TDRC are excited to be working with an inspiring and rapidly expanding software company specialising in data-matching and exception management software transforming how companies manage data.

Established in 2004, they designed a platform to be flexible, so their matching engine can be tailored to any industry’s operations and business requirements. They are committed to delivering world-class software and are client-centred, developing purpose-built solutions to transform data management. Improving departments data quality and operational efficiency. They have a global client base across multiple industries with a focus on Financial Services & Fintech, Insurance & Insurtech, e-Commerce, and iGaming.

The Role

We are looking for an enthusiastic team member with the desire to learn and develop their career in a fast-moving entrepreneurial environment.

As a Solutions Consultant, you will be reporting to the Solutions Manager. You will have a direct impact on the company’s growth and development by delivering compelling software solutions, maximising client satisfaction and usage of their Platform.

This is a great opportunity to come on board and be a part of the exciting growth path, as they grow into new and existing markets and make our software more sticky across our user base.

The scope of the role will encompass pre and post Sales components.

The main goals of this role will be:

Pre-Sales: Understanding client needs, mapping out detailed reconciliation processes, and agreeing on the scope of software demonstrations and proof-of-concepts. The focus is on identifying the specific reconciliation types, data sources, and integrations required. Additionally, identify improvements to standardised offerings per industry vertical that encompass the most common use cases, features, reporting, and data sources for each given industry vertical.

Post-Sales : Conducting post-sales discovery calls to assess client needs, reviewing their current usage, and identifying ways for clients to make the most of their existing software implementation. The objective is to evaluate whether their existing usage meets all their requirements and to propose new configurations or added modules that can better meet their needs. This role also involves identifying and delivering the required configurations, as well as working with Sales and Delivery teams to implement new modules to fulfil the client's unmet needs depending on the scenario.

The ideal candidate will work in close partnership across the company, with the following key responsibilities:

Conduct pre-sales discovery calls to understand prospective client needs.

Conduct post-sales discovery calls to identify unmet needs and suggest new configurations or additional modules to better meet those needs.

Collaborate with Solutions, Sales, and Delivery teams to implement required configurations, non-core changes, and new modules to address client needs.

Identify opportunities to standardise offerings per industry vertical, showcasing common use cases, features, reporting capabilities, and data sources.

Customise and adapt standard offerings to fit the unique context and requirements of individual clients while considering opportunities for cross-product standardisation when delivering demos and proof-of-concepts.

Assist with the selection and execution of proof-of-concepts, considering factors such as complexity, market potential, and opportunity for increased market share.

Experience needed

• Minimum 2-3 years’ experience in an auditing or accounting role at a Big 4 firm.
• Deep understanding of Finance and Accounting processes, terms , regulations and how reconciliation software applies to the needs of Finance & Accounting professionals (our end users).
• Desire to be heavily client facing.
• Experience working with financial applications, accounting and financial systems, and accounting data.
• Degree of technical knowledge and understanding of end user needs for financial and reconciliation software.
• Strong analytical thinking – ability to analyse data pertaining to client feedback to surface individual, as well as recurring needs, across the client base.
• Comfortable engaging both technical and non-technical clients at all seniority levels (e.g. from Reconciliation Analyst to CFO).
• Excellent communication skills and ability to build relationships with stakeholders and clients – personable.
• Strong experience working in a dynamic environment with shifting priorities and wearing multiple hats.
• Collaborative yet driven attitude towards delivering great client experiences.
• Rigorously organised and proactive with the ability to work within deadlines.
• Great attention to detail.
• “Can do, will do” attitude and strong learning mindset.

Nice to have:

Basic knowledge of SQL and C# Programming/ Scripting languages.

What you’ll get:

• Competitive salary with a Share Option Scheme.
• Regular company social activities, team-building events, and a fun work environment (e.g. Breakfast Mondays, Beer & Pizza Thursdays, etc.).
• Ongoing training and development.
• Great offices to work at in the heart of Reading town centre.
• Free Gym membership.
• Cycle to work scheme.
• Learning opportunities and experience in a fast-growing company.
• Opportunity to work with passionate people.
• 25 days annual leave, employer pension contribution and death in service insurance.
• Warm, and supportive company with welcoming staff.
• Competitive salary with a Share Option Scheme.
• 25 days annual leave, employer pension contribution and death in service insurance
• Regular company social activities, team-building events, and a fun work environment (e.g.
• Dog-friendly office.
• Ongoing training and development.
• Great offices to work at in the heart of Reading town centre.
• Free Gym membership.
• Cycle to work scheme.
• Learning opportunities and experience in a fast-growing company.
• Opportunity to work with dynamic, supportive, and passionate people.

Apply below And Mags will be in touch to discuss the role further.

The Digital Recruitment Company is an Employment Business for interim, contract and temporary recruitment and acts as an Employment Agency in relation to permanent vacancies.