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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in solution consulting and pre-sales processes, particularly in Accounts Payable automation and financial systems. Proficient in leading technical demonstrations, mentoring teams, and translating complex product capabilities into impactful solutions for finance leadership.
Highest-signal resume keywords
Solution ConsultingAccounts Payable AutomationERP Systems ExperiencePresentation SkillsMentoring and Coaching
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Solution DesignTechnical Requirements GatheringDemo DevelopmentCompetitive IntelligenceFinancial Systems Consulting
Soft Skills
Consultative MindsetProblem-SolvingStorytellingCommunication SkillsStakeholder Trust Building
Tools & Technologies
NetSuiteSAPWorkdayOracleIntacctTipaltiRampKlueAI Tools
Industry Keywords
Pre-SalesTreasury WorkflowsReporting WorkflowsBilling and Revenue RecognitionSaaS Environment
Tech Stack
Tools & technologiesERPOracle
About the role
Key responsibilities & impact- Drive the pre-sales process through technical expertise, product demonstrations, and solution design
- Focus on Accounts Payable automation, Reporting, and Treasury workflows, with potential to expand into Order to Cash
- Lead end-to-end demonstrations for high-value, complex deals
- Gather technical requirements and partner with Account Executives to define solution strategies
- Customize Zone demonstrations around client challenges and finance workflows
- Coach junior Solution Consultants and Account Executives on value-based selling and competitive positioning
- Lead and contribute to discovery calls with partners and NetSuite teams
- Develop and maintain demo environments reflecting customer use cases and product releases
- Create and maintain demo scripts, videos, solution briefs, and internal documentation
- Mentor and upskill junior Solution Consultants
- Own competitive intelligence for the specialty area, including maintaining resources via tools such as Klue
- Use AI tools in demo development and delivery
- Collaborate with Customer Success and Professional Services on pre-sales and post-sale handoff
- Partner with Product and Marketing on launches, field insights, competitive trends, and roadmap feedback
- Contribute technical input to RFP responses
Requirements
What you’ll need- 7+ years of experience in solution consulting, pre-sales, financial systems consulting, or related SaaS roles; exceptional candidates with fewer years may be considered with strong finance or ERP expertise
- Ability to hold unscripted, high-stakes conversations with CFOs and finance leadership and translate product capabilities into commercial impact
- Familiarity with accounts payable, Treasury, and Reporting workflows
- Expected to grow into subject-matter ownership of Billing and Revenue Recognition or a related specialty
- Hands-on experience with ERP or financial systems such as NetSuite, SAP, Workday, Oracle, Intacct, Tipalti, Ramp, or similar
- Strong presentation, storytelling, and written communication skills for technical and executive audiences
- Comfortable with on-site, in-person presentations
- Consultative and problem-solving mindset, with experience building stakeholder trust and mentoring or upskilling colleagues
- Ability to work in a fully remote, global SaaS environment and travel across the UK and EMEA for client meetings, workshops, and industry events
Benefits
Comp & perks- Fully remote work in a global team
- High-trust flexibility and autonomy
- Professional growth and control over career development
- Equal opportunity, diverse, equitable, and inclusive workplace
