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About the Role
This is a customer-facing pre-sales role supporting prospects in the UK and Ireland evaluating Invoice to Cash solutions. You will work alongside the Sales team to understand prospect needs, demonstrate product solutions, and guide deals to a successful close.
Responsibilities
- Own the pre-sales process end to end for UKI prospects, working with Sales throughout each deal
- Run needs-analysis conversations and turn what you learn into a clear, tailored solution recommendation
- Design and deliver product demos and proofs of concept, using prospect data where possible
- Own or contribute to RFI and RFP responses, with technical accuracy and close attention to detail
- Build ROI analyses and business cases that help prospects make the internal case for investment
- Complete implementation certification and keep up with product roadmap updates
- Work with Implementation and Customer Success to confirm proposed solutions can be delivered for a smooth handover
Requirements
- Experience as a pre-sales or solutions consultant, sales engineer, or similar customer-facing consulting role, OR senior experience in credit or accounts receivable management with hands-on delivery/implementation exposure
- A track record of identifying customer business problems, guiding recommendations, and outlining business impact
- Close attention to detail with figures, calculations, and written materials
- Strong verbal and written communication skills
- Confidence to build trust with prospects and internal colleagues
- Comfortable working at pace across a high volume of live opportunities
- Willingness to travel to customer sites, workshops, and industry events across the UK, Ireland, and wider EMEA (approx. 15-20% of time)
Skills
- Pre-sales
- Solutions Consulting
- Sales Engineering
- Consulting
- Credit Management
- Accounts Receivable Management
- Product Demonstration
- Proof of Concept Delivery
- RFI/RFP Response
- ROI Analysis
- Business Case Development
- Communication (Verbal and Written)
- Attention to Detail
Location
- UK
- Ireland
- EMEA
Work Type
- Customer-facing
- Pre-sales
Experience Level
- Senior
About the Company
- Global SaaS leader in finance automation
- Used by thousands of finance teams worldwide
- Invoice to Cash is one of their fastest-growing areas