ERP Sales Engineer

Due to continuing growth, our team is looking for an ERP Sales Engineer to help drive faster sales cycles and deliver best-in-class client demos. In this role, you will work with key leadership to develop relationships yielding a strong client pipeline, work with third parties to generate new leads, design and deliver technical ERP demos, and scope, price, and design new client projects.

Who we are:

Platform Technology Advisors is the rapidly growing ERP/IT Solutions business of Platform Accounting Group, a professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. We currently have 28 offices in 11 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer where possible.

What you will do:

• Bring to bear a comprehensive understanding of ERP systems (Sage 100, Sage Intacct, Sage X3, Acumatica, and competitors) and keep abreast of upcoming product releases.
• Qualify leads from marketing activities as sales opportunities, as well as identify add-on sales opportunities with existing clients.
• Conduct high-level conversations with prospective clients by articulating the value proposition of various ERP systems and how our team can help.
• Setup QDCs (qualified discovery calls) and demos with prospects and Account Executives/Sales leaders
• Attend client demos and sales meetings, then draft project proposals including pricing, timelines, statements of work, etc.
• Develop and improve lead qualification using established criteria and bespoke solutions as you and the team evolve.
• Work closely with Marketing to create Vertical and Replacement campaigns, messaging with supporting sales tools.
• Provide weekly reporting on leads, conversion to qualified prospects, and add-on sales opportunities.
• Identify and make recommendations for improvement in the areas of Process, Efficiency and Productivity.

What we look for:

• Bachelor’s in Accounting, Finance, Statistics, Economics, Information Systems, or another computer-related field is required
• Either: 5+ years of experience as an implementation or support consultant for an ERP system (any Sage solution, NetSuite, Acumatica, Microsoft Dynamics, etc.) OR 5+ years of experience in B2B telemarketing, sales development or inside sales management, preferably in business applications
• Proven ability to develop a prospect pipeline and engagement of C-Level Executives or key decision makers within Finance and IT business functions.
• Familiarity with a CRM system
• High business acumen, analytical skills and understanding of sales pipeline is a must.
• Excellent presentation and listening skills, with the ability to resolve conflicts.
• Strong relationship-building skills and overall comprehension (or willingness to learn) of sales cycles.
• Knowledge of Financial Applications or complementary solutions is preferred.

What we offer:

• Market-leading base compensation
• Annual Bonus
• Paid medical benefits and 401(k)

Where we work:

This position allows you to work on a hybrid schedule once training is completed.