Pre-Sales Consultant

Job Summary
Job Title: Pre-Sales Consultant
Location: Remote – Philippines
Working hours: Monday to Friday 09:00 – 17:30 UK Hours
Reporting to: Head of Customer Success
Start Date: ASAP
Salary: Negotiable depending on experience

About the role

The Pre-Sales Consultant at FinanSys acts as a trusted advisor to customers, combining deep product and financial systems expertise with strong communication and problem-solving skills. Similar to a Solution Consultant in an IT environment, this role bridges the gap between customer business needs and FinanSys solutions, supporting pre-sales activities, customer engagement, and long-term value realization.

The role works closely with Sales, Marketing, Delivery, and Support teams to design, demonstrate, and position solutions that deliver measurable business outcomes for clients.

Role responsibilities : 

• Engage with customers to understand business challenges, requirements, and success criteria.
• Translate customer needs into well-designed FinanSys solutions, aligned with best practice.
• Deliver compelling product demonstrations and presentations to technical and non-technical audiences.
• Support pre-sales activities, including solution design and responses to RFPs and tenders.
• Act as a subject-matter expert on FinanSys financial systems and related technologies.
• Collaborate with internal teams to ensure a smooth transition from pre-sales to delivery.
• Build strong, trusted relationships with customers and internal stakeholders.
• Stay current on industry trends, competitor offerings, and emerging technologies.

About the candidate

Essential Skills

• Strong communication and presentation skills, with the ability to explain complex concepts clearly.
• Proven problem-solving and analytical skills, with a customer-centric mindset.
• Solid business and financial acumen, particularly around accounting processes and challenges.
• Significant experience in a client-facing role (e.g. pre-sales, consulting, services, or support).
• Deep, demonstrable knowledge of Infor SunSystems Financials (or a closely comparable product).
• Excellent written English, particularly for proposals and documentation.
• Indepth software presentations form a significant aspect of the role.

Nice to have skills

• Experience in a fast-paced, sales-driven IT or software environment.
• Broader SunSystems functionality (e.g. allocations, order fulfilment, inventory).
• SunCloud, Infor OS, ION, or Data Management experience.
• Knowledge of companion or complementary products (e.g. PA, Sharperlight).
• Exposure to emerging technologies such as AI or machine learning.

No agencies or recruiters please

Ready to apply?

Application process

We build our interview process around our candidates. The number and format of interviews that you’ll go through will be personalised to your skillset and the type of role that you’re looking for.

We want to give everyone the best chance at representing their abilities.

Everyone starts with one or two phone interviews, and if we think there’s a fit, we’ll invite you onsite for a round of in-person interviews.