Technical Account Manager (Pre-Sales)

Insightsoftware; Greater London; On-site; GBP 97,000 - 122,000; Full time

Job summary

insightsoftware, a global provider of reporting and analytics, is seeking a skilled Technical Account Manager for London, UK. You will oversee partners’ technical needs and guide them on Jet Reports, Jet Analytics, BI, Process Runner, and related products.

Collaborate with Solution Engineering on strategic roadmap and respond to RFPs with technical excellence. You will act as the primary technical liaison, delivering guidance, training, and platform expertise to partners and customers across the

Qualifications

• Solid technical background with hands-on experience in Microsoft Dynamics ERP or financials, SQL and Power BI.
• Proven work experience as a Technical Account Manager or equivalent, ability to solve complex integration questions and coordinate resolutions.
• Exceptional initiative and follow-through skills with an ability to understand customers’ needs and suggest timely solutions.
• Results-driven with a track record of achieving specific goals.
• Highly organized with attention to detail and strong communication across levels.

Responsibilities

• Support partners to use, sell and implement Jet Reports, Jet Analytics, Reporting Intelligence, BI, Process Runner and other planning solutions.
• Collaborate with the Director of Solution Engineering on roadmap and strategic planning.
• Manage proof-of-concept engagements, define success criteria, and respond to RFPs/RFIs and security questionnaires.
• Provide technical leadership to pre-sales and liaise with sales to win new business.
• Serve as the technical contact for Jet and planning solutions for assigned EMEA partners.

Skills

Microsoft Dynamics ERP

SQL

Power BI

Communication skills

Pre-sales

Education

Bachelor’s degree in Computer Science or related field

Tools

Jet Reports

Jet Analytics

BI tooling

SQL Server

Job description

About Us

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

We are seeking a skilled Technical Account Manager to join our team in London, United Kingdom. In this role, you will oversee and address our partners’ and customers’ technical needs. This role works with Jet Reports, Jet Analytics, BI, Process Runner, new product releases and other products. You will serve as the primary technical liaison between our organisation and our Partners to support their customers within EMEA, delivering a successful technical strategy, guidance, training, and platform expertise.

ESSENTIAL FUNCTIONS

• Support partners to use, sell and implement Jet Reports, Jet Analytics, Reporting Intelligence, BI, Process Runner and other planning solutions effectively, develop and maintain partner technical readiness including enablement, platform, and product awareness.
• Collaborate closely closely with Director of Solution Engineering on roadmap and strategic planning
• Manage and scope proof-of-concept (POC) engagements, including success criteria definition and stakeholder alignment and respond to RFPs, RFIs, and security questionnaires with accuracy and commercial awareness.
• Support pre-sales activities by providing technical leadership, liaise with the sales department to win new business and increase sales.
• Serve as the technical contact of Jet and planning solutions for the assigned EMEA Partners.
• Advising them and their customers on the application, implementation, and optimization of products, guiding them through technical and architectural issues for complex environments.
• Resolve technical support requests and escalations from partners and customers, while analysing customers’ needs and suggesting upgrades or additional features to meet their requirements.
• Answer questions and provide guidance regarding products, platform and technology including Jet and other products, SQL Server, data from predominantly Microsoft Dynamics ERP solutions or financials and visualisation tools such as Power BI.
• Address all product-related queries on time, support partner recruitment efforts through education, showcasing how new and existing features can enhance the customers’ business processes.
• Develop support methods and procedures to facilitate second level support including training on ticket creation and other processes and procedures to provide world-class support for our strategic partners and their customers.
• Provide developers with partners and customers’ feedback to help identify potential new features or products, report on product performance while identifying solutions to reduce support costs.
• Attend both internal and external training events to maintain up-to-date technical skills on products and platforms.
• Provide consulting sessions for Partner events (presenting), analyse business, technical and functional requirements and create a corresponding solution design.
• Learn new products as and when required to support the business.
• Understanding Power BI or similar solutions and experience in business intelligence and understanding of data modelling
• Experience working with the DACH market and has a good record history of this region.

Qualifications

• Solid technical background with hands on experience in digital technologies including Microsoft Dynamics ERP or financials, SQL and Power BI Bachelor’s degree in computer science or related field preferred or strong technical experience
• Proven work experience as a Technical Account Manager or an equivalent role, ability to solve complex integration and product questions and coordinate resolutions, including technical troubleshooting of customer issues
• Exceptional initiative and follow-through skills with an ability to gasp customers’ needs and suggest timely solutions
• Results-driven and aspiration to achieve specific goals
• Ability to effectively and appropriately interact with co-workers at a variety of levels, across many disciplines
• Effective problem-solving skills required
• A demonstrated track record of gaining trust and respect by consistently demonstrating sound critical thinking skills
• Exceptional written and verbal communication skills with the ability to communicate with all levels of employees
• Highly organised with a keen sense of attention to detail

Salary

The salary range in United Kingdom for this position is 97,000.00 to 122,000.00 GBP Annual. For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply. Your specific offer within this range will be determined by your skills, experience, and qualifications. We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

All your information will be kept confidential according to EEO guidelines.

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

About Us

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.