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SoftCo · 3 weeks ago

Presales Consultant

United States

Full-time

Remote

Senior Level

5+ years exp

SoftCo is a fast-growing global Procure-to-Pay (P2P) and Accounts Payable (AP) Automation SaaS company. They are seeking an experienced Pre-Sales Consultant to act as a trusted advisor to prospects and customers, partnering with Sales to deliver impactful solution demonstrations and design proposals that showcase the value of SoftCo’s AP Automation platform.

EnterpriseEnterprise SoftwareFinTechSaaSSoftware

Responsibilities

Partner with Sales to qualify opportunities and understand customer requirements across AP, procurement, and finance workflows

Lead discovery workshops to uncover pain points and align them to solution capabilities

Act as a Sales Solution Engineer, bridging technical and business perspectives to design scalable, future-proof solutions tailored to customer needs

Deliver tailored, high-impact demonstrations and presentations to technical and executive audiences and create interactive and recorded product demo content for self-service and live client use

Develop solution proposals with process flows, architecture designs, and ROI business cases

Leverage AI-powered automation capabilities to demonstrate advanced analytics, fraud detection, and autonomous AP workflows, positioning SoftCo as an industry innovator

Respond to RFPs/RFIs by clearly articulating functional and technical capabilities

Collaborate with partners to ensure successful solution positioning and drive new business opportunities

Act as a trusted advisor on AP automation, compliance, and process best practices

Provide leadership in pre-sales engagements, mentoring junior team members, sharing best practices, and raising the standard of solution delivery

Provide continuous market, competitor, and customer insight to both Product and Marketing teams, influencing product roadmap, solution strategy, messaging, and sales enablement materials

Contribute to marketing initiatives including webinars, events, and thought leadership

Represent SoftCo with professionalism and expertise in client-facing engagements

Adhere to company policies and compliance standards

Deliver other ad-hoc duties as required

Qualification

Pre-sales experienceSolution consultingAccounts Payable knowledgeAI-driven solutionsERP systems familiarityBusiness process analysisCommunication skillsLeadership experienceProblem-solving approachSelf-motivated

Required

5+ years' experience in pre-sales, solution consulting, or business analysis within enterprise software, ideally in AP automation, ERP, finance, or procurement solutions

Previous experience in a Sales Engineer / Solution Engineer role, with the ability to translate complex requirements into compelling solution architectures

Experience working with AI-driven enterprise solutions, ideally within finance, automation, or ERP environments

In-depth knowledge of Accounts Payable processes (invoice capture, matching, approvals, supplier management, compliance)

Strong business process analysis skills with the ability to map requirements to solution features

Familiarity with ERP systems (SAP, Oracle, Microsoft Dynamics, NetSuite, etc.) and system integration concepts

Demonstrated leadership experience —whether mentoring colleagues, leading workshops, or influencing cross-functional teams in high-stakes sales cycles

Proven ability to engage and influence senior finance stakeholders, including CFO-level audiences

Excellent communication and presentation skills, with the ability to simplify complex concepts for diverse audiences

Consultative, problem-solving approach with strong commercial awareness

Self-motivated and able to operate independently in a fast-paced international environment

Willingness to travel for client meetings, workshops, and events