Lead Presales Consultant

1 week ago


Mountain View, California, United States Softworld, a Kelly Company Full time

Senior Solutions Architect

Location: Mountain View, CA (Hybrid)

Employment Type: Direct Hire

Position Overview

We are seeking an experienced and proactive Lead Presales Consultant to play a pivotal role in enhancing customer engagement and driving revenue growth. This position requires leveraging your extensive knowledge in financial and accounting software to support our sales initiatives and build trust with executive Finance and IT leaders at potential clients. You will thrive in developing customized demonstrations, keeping pace with rapid product advancements, and carefully documenting client requirements. Join us in pioneering financial and operational innovation within the SaaS/Software sector.

Key Responsibilities

  • Serve as the technical bridge between the sales team and clients.
  • Partner with the sales team to develop persuasive value propositions that address client challenges with our unique solution offerings.
  • Facilitate business and technical discovery sessions to grasp customer needs, identify complexities, and outline solutions.
  • Collaborate with product management, engineering, and service teams to communicate client feedback and shape the product development roadmap.
  • Design and present customized solutions through documentation such as presentations, process diagrams, and functional demonstrations.
  • Lead the preparation of responses to RFPs/RFIs, crafting solution summaries that align our product strengths with client business objectives.
  • Create and deliver compelling demonstrations of our solutions, highlighting value and meeting customer expectations.
  • Establish and nurture trusted relationships with key customer stakeholders, acting as a reliable advisor throughout the evaluation process.
  • Highlight and articulate the unique value proposition of our solutions compared to traditional ERP systems.

Required Skills and Experience

  • Exceptional verbal and written communication abilities.
  • 7+ years of practical ERP experience, including a minimum of 3 years with one or more of the following: NetSuite, SAP, Oracle, Workday.
  • In-depth knowledge of Finance Administration and Accounting (including GL, AR, AP, Fixed Assets, Multi-Company and Consolidations, Multi-Currency).
  • Experience in a corporate accounting or finance capacity is advantageous.
  • Experience implementing ERP solutions for clients with subscription and/or consumption models in the SaaS/Software industry.
  • Passionate about emerging technologies and their transformative potential.
  • Ability to work effectively in a globally distributed team through self-discipline and motivation.


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