The Pre-Sales Solution Consultant (PSC) plays a key role in the sales process, helping prospective customers understand how the TestReach platform can meet their assessment and business requirements, and working closely with Account Executives and colleagues across Product, Engineering, Services, Customer Success and Marketing.
This is a consultative, client-facing role involving discovery, workshops, demonstrations, tenders and customer meetings. We are looking for someone who combines technical and problem-solving ability with energy, enthusiasm and strong interpersonal skills. Someone who builds rapport easily, enjoys engaging with customers and can bring the TestReach solution to life.
The PSC will work closely with prospects and existing customers to understand and interpret their business, operational and technical requirements, translating these into practical and scalable solutions.
Role Profile: Pre-Sales Solution Consultant
The Pre-Sales Solution Consultant (PSC) plays a key role in the sales process, helping prospective customers understand how the TestReach platform can meet their assessment and business requirements, and working closely with Account Executives and colleagues across Product, Engineering, Services, Customer Success and Marketing.
This is a consultative, client-facing role involving discovery, workshops, demonstrations, tenders and customer meetings. We are looking for someone who combines technical and problem-solving ability with energy, enthusiasm and strong interpersonal skills. Someone who builds rapport easily, enjoys engaging with customers and can bring the TestReach solution to life.
The PSC will work closely with prospects and existing customers to understand and interpret their business, operational and technical requirements, translating these into practical and scalable solutions.
Key Responsibilities
1. Customer Engagement and Demonstrations
- Conduct discovery sessions, workshops, presentations and demonstrations, working closely with Account Executives and Customer Success to understand each opportunity and what is needed to progress the sale.
- Plan and deliver high-quality, tailored demonstrations that reflect each prospect's requirements and priorities, bringing the platform to life in an engaging and compelling way.
- Provide solution and technical expertise throughout the sales process, helping prospective customers understand the value and capabilities of TestReach.
2. Solution Design and Technical Discovery
- Lead technical discovery to understand customers' systems, workflows, edge cases and integration requirements.
- Translate customer requirements into clear proposed solutions, identifying how these can be addressed through standard functionality, configuration, integration or alternative approaches.
- Define appropriate integration approaches and document requirements clearly for customers and internal teams.
- Identify potential solution gaps, dependencies or risks and take ownership of working with the relevant teams to establish an appropriate response or way forward.
- Ensure proposed solutions are technically feasible, scalable and aligned with the capabilities of the TestReach platform.
3. Tenders, Collaboration and Communication
- Take responsibility for relevant solution, technical, integration and operational elements of RFPs, RFIs and tender responses.
- Act as a key point of contact for solution and technical matters during the sales process, working collaboratively across Sales, Product, Engineering and Services.
- Capture and share recurring customer requirements, market insights, product gaps and competitive feedback with relevant internal stakeholders.
- Support the effective handover of agreed customer requirements and solution design to implementation teams following successful close.
4. Technology Awareness and Continuous Improvement
- Stay up to date with relevant industry trends and emerging technologies.
- Identify opportunities to improve the pre-sales process, reduce sales-cycle delays and make it easier for prospects to understand and evaluate TestReach.
- Share technical knowledge and best practices across the team, contributing to a culture of continuous improvement and learning.
Essential Qualifications and Experience
- A minimum of 3 years' relevant post-graduate experience in a SaaS, technology or technology-enabled services environment.
- Demonstrable client-facing experience, with the confidence, energy and interpersonal skills to engage effectively with customers and stakeholders of varying technical backgrounds.
- Experience planning and delivering high-quality customer demonstrations, presentations and workshops.
- Strong problem-solving skills with the ability to understand complex business and technical requirements and translate them into clear, practical solutions.
- Proactive and comfortable taking ownership of questions and problems, identifying possible solutions and involving others where additional expertise is required.
- Excellent written and verbal communication skills with a keen eye for detail.
- Organised and capable of managing multiple priorities.
- Passion for technology and understanding on solving real customer problems.
Desirable Experience
- Prior experience in pre-sales, solution consulting, business analysis, implementation or technical consulting.
- Familiarity with REST APIs, SSO, cloud technologies, data flows or similar integration approaches.
- Experience contributing to tenders, RFPs or complex enterprise sales processes.
- Experience working with regulated, public-sector, medical, education or professional-body customers.