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Salary Our client is a rapidly expanding software firm that specialises in creating data-matching and exception management software. Their dedication lies in providing top-notch software, crafting cutting-edge solutions, and cultivating enduring and fruitful partnerships with their clients. They cater to a diverse global clientele spanning various industries, with a particular emphasis on Financial Services & Fintech, Insurance & Insurtech, e-Commerce, and iGaming.
Position Overview
As a Solutions Consultant, you will be reporting to the Solutions Manager. You will have a direct impact on the company’s growth and development by delivering compelling software solutions,
maximising client satisfaction and usage of our clients Platform. This is a great opportunity to come on board and be a part of the exciting growth path, as our client grows into new and existing markets and make our software more sticky across our user base.
maximising client satisfaction and usage of our clients Platform. This is a great opportunity to come on board and be a part of the exciting growth path, as our client grows into new and existing markets and make our software more sticky across our user base.
The scope of the role will encompass pre and post Sales components.
The main goals of this role will be:
1) Pre-Sales: Understanding client needs, mapping out detailed reconciliation processes, and agreeing on the scope of software demonstrations and proof-of-concepts. The focus is on
identifying the specific reconciliation types, data sources, and integrations required. Additionally, identify improvements to standardised offerings per industry vertical that encompass the most common use cases, features, reporting, and data sources for each given industry vertical.
2) Post-Sales: Conducting post-sales discovery calls to assess client needs, reviewing their current usage, and identifying ways for clients to make the most of their existing software implementation. The objective is to evaluate whether their existing usage meets all their requirements and to propose new configurations or added modules that can better meet their needs. This role also involves identifying and delivering the required configurations, as well as working with Sales and Delivery teams to implement new modules to fulfil the client's unmet needs depending on the scenario.
identifying the specific reconciliation types, data sources, and integrations required. Additionally, identify improvements to standardised offerings per industry vertical that encompass the most common use cases, features, reporting, and data sources for each given industry vertical.
2) Post-Sales: Conducting post-sales discovery calls to assess client needs, reviewing their current usage, and identifying ways for clients to make the most of their existing software implementation. The objective is to evaluate whether their existing usage meets all their requirements and to propose new configurations or added modules that can better meet their needs. This role also involves identifying and delivering the required configurations, as well as working with Sales and Delivery teams to implement new modules to fulfil the client's unmet needs depending on the scenario.
Key Responsibilities
The ideal candidate will work in close partnership across the company, with the following key responsibilities:
1. Conduct pre-sales discovery calls to understand prospective client needs.
2. Conduct post-sales discovery calls to identify unmet needs and suggest new configurations or additional modules to better meet those needs.
3. Collaborate with Solutions, Sales, and Delivery teams to implement required configurations, non-core changes, and new modules to address client needs.
4. Identify opportunities to standardise offerings per industry vertical, showcasing common use cases, features, reporting capabilities, and data sources.
5. Customise and adapt standard offerings to fit the unique context and requirements of individual clients while considering opportunities for cross-product standardisation when
delivering demos and proof-of-concepts.
6. Assist with the selection and execution of proof-of-concepts, considering factors such as complexity, market potential, and opportunity for increased market share.
1. Conduct pre-sales discovery calls to understand prospective client needs.
2. Conduct post-sales discovery calls to identify unmet needs and suggest new configurations or additional modules to better meet those needs.
3. Collaborate with Solutions, Sales, and Delivery teams to implement required configurations, non-core changes, and new modules to address client needs.
4. Identify opportunities to standardise offerings per industry vertical, showcasing common use cases, features, reporting capabilities, and data sources.
5. Customise and adapt standard offerings to fit the unique context and requirements of individual clients while considering opportunities for cross-product standardisation when
delivering demos and proof-of-concepts.
6. Assist with the selection and execution of proof-of-concepts, considering factors such as complexity, market potential, and opportunity for increased market share.
Skills Needed
Minimum 2-3 years’ experience in an auditing or accounting role at a Big 4 firm.
– Deep understanding of Finance and Accounting processes, terms, regulations and how reconciliation software applies to the needs of Finance & Accounting professionals (our end users).
– Desire to be heavily client facing.
– Experience working with financial applications, accounting and financial systems, and accounting data.
– Degree of technical knowledge and understanding of end user needs for financial and reconciliation software.
– Strong analytical thinking – ability to analyse data pertaining to client feedback to surface individual, as well as recurring needs, across the client base.
– Comfortable engaging both technical and non-technical clients at all seniority levels (e.g. from Reconciliation Analyst to CFO).
– Excellent communication skills and ability to build relationships with stakeholders and clients – personable.
– Strong experience working in a dynamic environment with shifting priorities and wearing multiple hats.
– Collaborative yet driven attitude towards delivering great client experiences.
– Rigorously organised and proactive with the ability to work within deadlines.
– Great attention to detail.
– “Can do, will do” attitude and strong learning mindset.
– Deep understanding of Finance and Accounting processes, terms, regulations and how reconciliation software applies to the needs of Finance & Accounting professionals (our end users).
– Desire to be heavily client facing.
– Experience working with financial applications, accounting and financial systems, and accounting data.
– Degree of technical knowledge and understanding of end user needs for financial and reconciliation software.
– Strong analytical thinking – ability to analyse data pertaining to client feedback to surface individual, as well as recurring needs, across the client base.
– Comfortable engaging both technical and non-technical clients at all seniority levels (e.g. from Reconciliation Analyst to CFO).
– Excellent communication skills and ability to build relationships with stakeholders and clients – personable.
– Strong experience working in a dynamic environment with shifting priorities and wearing multiple hats.
– Collaborative yet driven attitude towards delivering great client experiences.
– Rigorously organised and proactive with the ability to work within deadlines.
– Great attention to detail.
– “Can do, will do” attitude and strong learning mindset.
