Remote, South Africa | Posted on 13/10/2026
Our client is a growing SaaS business whose customer base is increasingly moving towards the mid-market. As customer requirements become more complex, they are looking for a Finance Systems Consultant who can understand how customers will deploy their platform and integrate it with their finance systems.
The role sits between Sales, Onboarding and Support . The successful candidate will understand customer requirements and be able to design and deliver implementations accordingly.
The Role
The successful candidate will develop a strong understanding of:
- The client's SaaS platform and how it works.
- The customer’s Accounts Payable (AP) processes and how these will adapt to the platform.
- The finance systems used by customers.
- Mappings between customer finance systems and the platform.
- The client's proprietary integration tool, SmartSync , used with Sage 50 and Sage 200.
- Cloud finance systems including Sage Intacct and Microsoft Business Central .
Experience & Skills
The ideal candidate will have:
- Strong IT knowledge across servers, SaaS, SQL, Windows, vibe coding, and APIs .
- An understanding of finance team functions.
- Excellent communication skills, particularly the ability to listen and understand customer requirements and communicate confidently and knowledgeably.
- An innovative mindset with strong problem-solving skills and the ability to think outside the box.
- The ability to work effectively as part of a team.
- SQL & Azure: Strong experience managing and maintaining databases using SQL and Azure, including Azure infrastructure.
- Office 365: Strong familiarity with Office 365 and its components, including OneDrive and SharePoint.
- Windows Servers & Networking: Experience managing Windows-based environments, including services and scheduled tasks.
- Financial Understanding: A reasonable understanding of finance and its impact on technical systems, with the ability to communicate effectively with finance teams.
- APIs: Experience working with APIs, particularly when integrating business-critical applications.
- Critical Thinking: Strong analytical skills with a proactive approach to researching and solving technical problems.
- 5–7+ years' relevant experience within Consulting, Customer Success, or Technical Support.
Potential Backgrounds
Candidates may currently or previously have worked as:
- IT Consultant – with experience consulting on and delivering projects.
- IT Manager – with experience balancing business requirements with technical delivery.
- Finance Manager – with finance-team experience combined with self-taught SQL and server knowledge and an interest in developing further technically.
- Finance SaaS / VAR Consultant – with experience working within finance software businesses such as Sage or Xero.
Day-to-Day Responsibilities
- Pre-sales: Preparing and setting up tailored demonstrations.
- Delivering demonstrations and supporting technical scoping as customer discussions progress.
- Implementation: Working with the Onboarding team on setup and design requirements involving SmartSync or premium integrations such as Sage Intacct and Business Central .
- Building implementation plans and ensuring they are executed correctly.
- Working with existing customers on migrations.
- Post-installation troubleshooting: Acting as the technical lead on challenging implementations and helping get customers back on track.
- Knowledge management: Ensuring the knowledge base remains up to date and creating or updating training and support articles.
- Plugin scoping and/or writing.
Reporting & Team
The role works across Sales, Onboarding, and Support , collaborating closely with stakeholders across the business.