Finance Software Solutions Consultant

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Collaborate with the Sales team to comprehend the needs of prospective clients and create customized software demonstrations.

• Facilitate discovery discussions regarding purchasing, approval, budgeting, and accounts payable procedures.

• Present product demonstrations utilizing realistic business scenarios and examples tailored to the customer.

• Evaluate the integration of the platform with clients' existing financial and accounting systems.

• Grasp account coding, approval hierarchies, reporting, and data-flow requirements.

• Identify integration obstacles and propose solutions or alternative approaches.

• Lead the scoping of solutions and document requirements, configurations, integrations, and considerations for implementation.

• Assist with customer trials and proof-of-concept initiatives.

• Work in conjunction with internal technical experts on intricate requirements and potential custom developments.

• Support the preparation of technical proposals, tender submissions, and customer questionnaires.

• Ensure a seamless transition to the Customer Success and Implementation teams.

• Stay informed about the platform, its functionality, integrations, and future enhancements.

⛳️ Requirements

• Minimum of 3 years' experience in finance software, ERP, accounting systems, solutions consulting, implementation, or pre-sales.

• Solid understanding of finance team operations, especially in purchasing, purchase approvals, supplier invoices, accounts payable, and month-end procedures.

• Familiarity with financial or accounting software such as Sage, Xero, Microsoft Business Central, NetSuite, SAP, or comparable platforms.

• Proven experience in gathering customer requirements and converting business needs into software solutions.

• Comfortable delivering software demonstrations, customer workshops, or presentations.

• Knowledge of SaaS platforms, APIs, and integrations between critical finance systems.

• Capability to evaluate customer needs, identify potential challenges, and suggest practical solutions.

• Exceptional communication and interpersonal skills, with the ability to engage finance leaders, business stakeholders, and technical teams confidently.

• Strong analytical and problem-solving skills.

• Excellent organizational abilities, with the capacity to manage multiple customer opportunities and requirements simultaneously.

🏝️ Benefits

• Permanent employment.

• Fully remote work within South Africa.