Pre-Sales ITPM & Finops

Role Overview

As a Pre‑Sales Consultant, you will partner with Sales and our customers to shape opportunities from early discovery through to proposal, ensuring each engagement is clearly scoped, deliverable, and outcome‑led.

You will act as a subject matter expert across Software One’s IT Asset Management (ITAM), Fin Ops, and Software Sourcing services – positioning our services to help customers optimise their software and cloud spend by improving visibility, rightsizing consumption, and ensuring procurement decisions are commercially and operationally effective.

Day‑to‑day, the role centres on translating customer goals into a clear approach and deliverables: running discovery and shaping workshops, defining assumptions and dependencies, producing estimates and delivery approaches with the delivery team, and creating customer‑ready proposals, value cases, and statements of work (SOWs) that support informed decision‑making.

• Location:
  
  London, UK
• Reports to:
  
  Pre‑Sales leader
• Work Arrangement:
  Hybrid
• Visa Requirements:
  Valid working visa for UK
• Language Requirements:
  Professional level English
• Learn more:

• Lead discovery and qualification to confirm customer objectives, constraints, stakeholders, and timelines while assessing opportunity viability.
• Define scope, assumptions, dependencies, risks, and delivery approach in collaboration with Delivery teams.
• Produce customer‑ready proposals, pricing inputs, SOWs, and supporting documentation with clear deliverables, timelines, and responsibilities.

• Maintain and improve reusable pre‑sales assets such as discovery questions, workshop agendas, proposal templates, and standard deliverables.
• Capture lessons learned from bids and engagements to continuously improve templates and supporting materials.
• Collaborate with marketing, bid, and enablement teams to ensure collateral remains accurate and aligned to service offerings.

• Partner with Sales and Delivery to progress opportunities, support account planning, align proposals, and ensure smooth handover into delivery.
• Act as a subject matter expert across ITAM, Fin Ops, and software sourcing by supporting customer meetings, handling objections, and identifying cross‑sell or upsell opportunities.
• Monitor industry trends, competitor offerings, and customer insights to strengthen positioning and differentiation.

• Deep understanding of ITAM principles including asset lifecycle management, inventory, governance, compliance, risk, and optimisation outcomes.
• Knowledge of how effective ITAM practices improve visibility, control, and operational efficiency.
• Ability to apply ITAM principles to support compliance and cost optimisation initiatives.

• Solid understanding of IT infrastructure including hardware, operating systems, applications, networking, and cloud services.
• Understanding of integrations between ITAM/SAM and adjacent systems such as ITSM and CMDB platforms.
• Ability to interpret inventory and usage data and assess its impact on reporting, governance, and data quality.

• Proficient with ITAM discovery and inventory tools such as Service Now, Xensam, Flexera, and Snow.
• Skilled in analysing asset and consumption data to identify trends and optimisation opportunities.
• Able to produce clear, actionable reporting for customers and stakeholders.

• Expertise in software licence management, including optimisation, compliance, and audit support.
• Strong understanding of licensing models such as perpetual, subscription, and concurrent licensing.
• Knowledge of licensing terms across key publishers, including Microsoft, with the ability to advise on licence optimisation.

• Strong understanding of Fin Ops principles including budgeting, forecasting, and cloud cost management.
• Familiarity with value metrics such as TCO, ROI, NPV, and IRR, with the ability to interpret financial data for…