Professional Services Consultant

Professional Services Consultant

Why: High growth company

Software: Financial SaaS – FinTech

Location: Home Based

• Do you have experience with on-boarding, demoing, persales or training customers on software?
• Do you have experience with Accountancy Software, Tax Software of similar Financial Software?
• Do you love engaging with customers and providing amazing service?

The company are a leading Financial Software Company, experience huge growth and with a reputation for being a market leader. With over 10,000 customers, numerous awards and a reputation for quality, this scaling business is a place where you will find a career as opposed to another 'job'. They are looking for a Professional Services Consultant to help their customers get the most value and best experience from their technology.

They are looking for an exceptional communicator, confident with customers and use to delivering an excellent customer experience. The main focus of this role is delivering high level training, consultancy, onboarding, demonstrations and seminars to their customers, supporting both their on-boarding and continued use of the suite of financial software products. This is almost exclusively delivered remote apart from the odd occasion or attending industry events.

The company have an excellent culture and are remote first in attitude. Training and development will be provided and you can expect to progress every few years with the company. Their clients are predominantly financial services companies and accountancy firms. They are looking for experience of working for a software company and working with accountancy companies.

Requirement: Professional Services Consultant

• Collaborate with other members of both the Sales and Professional Services team to deliver training and consultancy to customers
• Present and articulate advanced product features and benefits
• Be able to onboard, delivering product training, workshops and consultancy sessions with customers
• Ensure customer satisfaction is maintained throughout.
• Proactively scope out technical solutions required to address customer requirements, meeting their needs by putting them into practice during the session(s).
• Provide internal product knowledge to Sales Team members
• To deliver remote professional consultancy sessions

Experience Required: Professional Services Consultant

• Previous experience in a customer success, software training, consultancy, presales, customer experience position
• Experience working with financial software such as Accounting Software, Tax Solutions, Financial Software, Bookkeeping Solutions is essential
• Experience at delivering software training and consultancy sessions to all levels of customers
• Confidence at presenting to a large audience
• Ability to deliver remote webinars.
• Accountancy or financial qualifications would be highly preferable