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- Tasks: Deliver training and consultancy to customers on financial software.
- Company: Join a leading FinTech company experiencing rapid growth.
- Benefits: Enjoy a competitive salary of £50,000 plus benefits, with remote work flexibility.
- Why this job: Be part of a dynamic team that values exceptional communication and customer satisfaction.
- Qualifications: Experience in customer success or software training, preferably in financial software.
- Other info: Opportunity for both remote and on-site customer engagement.
The predicted salary is between 30000 - 70000 £ per year.
Professional Services Consultant – Accountancy SaaS
Why: High growth company
Software: Financial SaaS – FinTech
Location: Home Based
- Do you have experience in on-boarding, demoing or training customers on software?
- Do you have experience with FinTech, Accountancy Software, Financial Software?
The company are a leading Financial Software Company, experience huge growth and with a reputation for being a market leader. 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 who would thrive in their Professional Services team. The main focus of this role is delivering high level training and consultancy to their customers, supporting both their on-boarding and continued use of the suite of financial software products.
This is a broad role which incorporates customer on-boarding, presales, training, demonstrations, customer experience, customer consulting. The majority of customer engagement is done remotely however there is also the opportunity to visit customers as and when required.
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 or on-site 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 preferred
- Experience at delivering software training and consultancy sessions to all levels of customers
- Experience at delivering paid for training/consultancy sessions either remotely or on-site for customers.
- Confidence at presenting to a large audience
- Ability to deliver remote webinars.
- Accountancy qualifications would be highly preferable,
Professional Services Consultant employer: Matched
Contact Detail:
Matched Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Professional Services Consultant
✨Tip Number 1
Make sure to highlight your experience with financial software during any conversations or interviews. Discuss specific tools you've used and how they relate to the role of a Professional Services Consultant.
✨Tip Number 2
Prepare to demonstrate your communication skills by practicing how you would present training sessions or product demos. This will show that you can effectively engage with customers and convey complex information clearly.
✨Tip Number 3
Familiarize yourself with the company's suite of financial software products. Understanding their features and benefits will allow you to speak confidently about how you can help customers maximize their use of the technology.
✨Tip Number 4
Network with current or former employees in similar roles to gain insights into the company culture and expectations. This can provide you with valuable information that can help you tailor your approach during the application process.
We think you need these skills to ace Professional Services Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer success, software training, and consultancy. Emphasize any previous roles where you worked with financial software or delivered training sessions.
Craft a Compelling Cover Letter: In your cover letter, express your passion for FinTech and your ability to communicate complex software features effectively. Mention specific examples of how you've successfully onboarded customers or delivered training.
Showcase Communication Skills: Since the role requires exceptional communication skills, consider including a section in your application that demonstrates your ability to present and articulate advanced product features. You could reference past experiences where you trained or consulted with clients.
Highlight Relevant Qualifications: If you have any accountancy qualifications or certifications related to financial software, be sure to include them in your application. This will strengthen your candidacy and show your commitment to the field.
How to prepare for a job interview at Matched
✨Showcase Your Communication Skills
As a Professional Services Consultant, exceptional communication is key. Prepare to demonstrate your ability to articulate complex software features clearly and effectively during the interview.
✨Highlight Relevant Experience
Be ready to discuss your previous experience in customer success, software training, or consultancy roles. Share specific examples of how you've successfully onboarded customers or delivered training sessions.
✨Prepare for Technical Questions
Since the role involves addressing customer requirements with technical solutions, brush up on your knowledge of financial software. Be prepared to answer questions about how you would handle specific customer scenarios.
✨Demonstrate Your Training Abilities
Consider preparing a mini-training session or demonstration as part of your interview. This will showcase your ability to engage an audience and deliver effective training, which is crucial for this role.
