Customer Success Consultant

Working hours: Monday to Friday 09:00 - 17:30 UK Hours

Reporting to: Head of Customer Success

Elevate your career with Finan Sys, a trailblazing company boasting a 25+ year track record in innovation. The pioneers of a next gen finance automation software, we're determined to become leaders of finance automation and robotic accounting. We invite you to be part of this first-of-its-kind software and forge the path for the future of finance.

Our company ethos is centred around our staff and based on three pillars:

• Happiness: Employee happiness is very important to us and as a management team we ensure the decisions we take help employees to thrive in the workplace. This focus on our staff provides our clients with unparalleled service.
• Security: Finan Sys is funded by years of reserve building without the need for investors or the need to sell the business. This allows us to provide continuity and security for staff and customers. During the Covid-19 pandemic, we have been able to avoid putting any of our team members on furlough.
• Longevity: Finan Sys is here to stay for the longer term. Given the financial stability of the company, it allows us to make decisions with a long-term view in mind. This has led to an impressive track record of industry firsts and innovative solutions for our customers and employees.

The Pre-Sales Consultant at Finan Sys 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 Finan Sys 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.

• Engage with customers to understand business challenges, requirements, and success criteria
• Translate customer needs into well-designed Finan Sys 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 Finan Sys 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

• 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 Sun Systems Financials (or a closely comparable product)
• Excellent written English, particularly for proposals and documentation
• Indepth software presentations form a significant aspect of the role

• Experience in a fast-paced, sales-driven IT or software environment
• Broader Sun Systems functionality (e.g. allocations, order fulfilment, inventory)
• Sun Cloud, 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