Finance Software Solutions Consultant

Finance Software Solutions Consultant

Remote | Permanent | South Africa

The Opportunity

Our client is an established and growing SaaS business providing software solutions that help finance teams manage purchasing, spending, approvals, budgets and supplier invoices.

As the business continues to grow and attract increasingly complex mid-market customers, they are looking to appoint a Finance Software Solutions Consultant to join their team.

This is a customer-facing, consultative position sitting between Sales and Customer Success. You'll take responsibility for understanding prospective customers' finance processes, identifying their requirements and demonstrating how the platform can address their business needs.

This is not a traditional sales role. We're looking for someone who understands finance software, enjoys working with customers and can confidently translate business requirements into practical software solutions.

Key Responsibilities

• Work alongside the Sales team to understand prospective customers' requirements and prepare tailored software demonstrations.

• Lead discovery conversations to understand customers' purchasing, approval, budgeting and accounts payable processes.

• Deliver engaging product demonstrations using realistic business scenarios and customer-specific examples.

• Assess how the platform will integrate with customers' existing finance and accounting systems.

• Understand finance-system requirements, including account coding, approval structures, reporting and data flows.

• Identify potential integration challenges and recommend appropriate solutions or workarounds.

• Lead solution scoping, documenting customer requirements, proposed configurations, integrations and implementation considerations.

• Support customer trials and proof-of-concept projects, helping prospects test key processes and demonstrate the value of the platform.

• Work closely with internal technical specialists to assess more complex requirements and potential bespoke developments.

• Assist with technical proposals, tender responses and customer questionnaires where required.

• Ensure a smooth handover to the Customer Success and Implementation teams once a solution has been agreed.

• Maintain an up-to-date understanding of the platform, its functionality, integrations and future developments.

Experience & Skills

The ideal candidate will have:

• At least 3 years' experience within finance software, ERP, accounting systems, solutions consulting, implementation or pre-sales.

• A good understanding of how finance teams operate, particularly purchasing, purchase approvals, supplier invoices, accounts payable and month-end processes.

• Experience working with finance or accounting software such as Sage, Xero, Microsoft Business Central, NetSuite, SAP or similar platforms.

• Experience gathering customer requirements and translating business needs into software solutions.

• Confidence delivering software demonstrations, customer workshops or presentations.

• An understanding of SaaS platforms, APIs and integrations between business-critical finance systems.

• The ability to assess customer requirements, identify potential challenges and recommend practical solutions.

• Excellent communication and interpersonal skills, with the confidence to engage with finance leaders, business stakeholders and technical teams.

• Strong analytical and problem-solving abilities.

• Excellent organisational skills and the ability to manage multiple customer opportunities and requirements.

Suitable Backgrounds

We would particularly welcome applications from professionals currently working as:

• Finance Software Consultants.

• ERP Implementation Consultants.

• Finance Systems Analysts.

• Solutions or Pre-Sales Consultants within accounting software.

• Sage, Xero, NetSuite or Business Central Consultants.

• Accounts Payable or Purchase Ledger professionals who have been involved in finance software implementations.

• Finance professionals who have worked closely with software providers, implementation partners or technology teams.

The Opportunity

This is an excellent opportunity to join a growing technology business in a role that combines finance, technology, customer engagement and solution consulting.

You'll have the opportunity to work with a variety of businesses, understand their financial processes and help shape solutions that improve the way their finance teams operate.

Location: Fully remote (South Africa)

Contract: Permanent