At a Glance
- Tasks: Engage with clients, showcase software solutions, and understand their unique challenges.
- Company: Bright, a fast-growing tech company revolutionising accountancy software.
- Benefits: Full-time role with competitive salary and opportunities for professional growth.
- Other info: Join a supportive team focused on innovation and customer success.
- Why this job: Be part of a new team shaping the future of pre-sales in a dynamic environment.
- Qualifications: Experience in accountancy SaaS and strong consultative skills required.
The predicted salary is between 40000 - 50000 £ per year.
Who are we? At Bright we provide industry-leading software solutions for accountants, bookkeepers, and small businesses across the UK and Ireland. Our multi-award-winning, user-friendly products help practices grow, automate admin, and serve their clients with confidence — underpinned by exceptional customer support. We’re a fast-growing, PE-backed business with a clear focus on doing things well — building great products, acquiring complementary businesses, and continuously investing in our people, processes, and technology. It’s an exciting place to be, and we’re looking for people who want to grow with us.
The Opportunity: Bright is building a dedicated Pre-Sales function. We are building this team from the ground up and this role will help define what great pre-sales looks like at Bright, not just fill a seat in an existing structure. Our customers are accountants and payroll professionals. They’re experts in their field and they know immediately whether the person demonstrating software understands their world. This role exists to make sure every prospect conversation is led by someone who does.
The Role: The Pre Sales Specialist sits within our Sales department, dedicated to bringing Bright’s product suite to life for customers.
What Success Looks Like:
- Prospects consistently leave demos feeling understood, their specific workflows and challenges reflected in how Bright’s products are presented.
- Win rates improve as pre-sales becomes a credible, consistent part of the sales cycle.
- The Sales team have a go-to resource they want in the room for complex or high-value opportunities.
- Pre-sales materials, demo environments, and playbooks are continuously improved and embedded across the team.
What You’ll Do:
- Partner with the Sales team to qualify opportunities and lead technical consultative discovery sessions with prospective clients, understanding their workflows, challenges and requirements.
- Lead compelling, tailored product knowledge sessions with prospective and existing customers, helping them understand how Bright’s suite addresses the specific challenges of their practice or bureau.
- Own your product knowledge, maintaining deep, current expertise across the full Bright suite, including integrations, workflows, and competitive positioning.
- Translate customer workflow and experience insight into clear, evidenced feedback for Product — articulating not just what customers ask for, but why, and what impact it has on their practice or bureau.
- Maintain up-to-date knowledge of competitor products and market trends to position Bright’s solutions effectively.
- Support a smooth handover to Implementation and Customer Success post-sale, ensuring a seamless experience for new clients.
- Contribute to the continuous improvement of pre-sales materials and internal enablement — helping to build the function.
What We’re Looking For:
Essential:
- Solid experience in an accountancy or payroll SaaS environment, you understand the day-to-day realities of practices and bureaus and can speak to customers with genuine credibility.
- A consultative, solution-oriented approach with strong listening and discovery skills and the ability to manage multiple opportunities simultaneously in a fast-paced environment.
- Confident navigating multiple software products – you pick up new tools quickly and evaluate them critically.
- Demonstrable ability to translate complex product and workflow knowledge into compelling, accessible narratives for both technical and non‑technical audiences.
- A proven track record of building credibility and trust with customers, prospects, and internal stakeholders.
- A natural curiosity about how software works and how it could work better, you notice friction, ask why, and have strong instincts about what a good product experience looks like.
Nice to Have:
- Familiarity with Bright’s product suite (BrightPay, BrightBooks, BrightAP, or similar).
- A background in an accountancy practice or a payroll bureau, you’ve sat on the other side of the software.
- Exposure to AI‑assisted workflows or tools.
Accountancy SaaS Pre-Sales Specialist in Royal Leamington Spa employer: Bright
Bright is an exceptional employer located in Leamington Spa, offering a dynamic work environment where innovation and employee growth are at the forefront. With a strong focus on building a dedicated Pre-Sales function, employees have the unique opportunity to shape the future of the role while benefiting from a supportive culture that values collaboration and continuous improvement. The company’s commitment to investing in its people and providing industry-leading software solutions makes it an exciting place for professionals looking to make a meaningful impact in the accountancy SaaS sector.
StudySmarter Expert Advice🤫
We think this is how you could land Accountancy SaaS Pre-Sales Specialist in Royal Leamington Spa
✨Tip Number 1
Get to know the company inside out! Research Bright’s products and their unique selling points. This way, when you chat with them, you can show off your knowledge and passion for what they do.
✨Tip Number 2
Practice makes perfect! Set up mock demos with friends or colleagues to refine your presentation skills. Tailor your approach to highlight how Bright’s solutions can solve real problems for accountants and payroll professionals.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider insights and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Bright team.
We think you need these skills to ace Accountancy SaaS Pre-Sales Specialist in Royal Leamington Spa
Some tips for your application 🫡
Show Your Understanding of the Industry:Make sure to highlight your experience in the accountancy or payroll SaaS environment. We want to see that you understand the day-to-day realities of practices and bureaus, so share specific examples that demonstrate your credibility.
Tailor Your Application:Don’t just send a generic application! We love it when candidates tailor their applications to reflect how their skills and experiences align with our needs. Show us how you can lead compelling product knowledge sessions and engage with customers effectively.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured narratives that translate complex ideas into accessible language. Remember, you’re aiming to impress us with your communication skills!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Bright!
How to prepare for a job interview at Bright
✨Know Your Stuff
Make sure you have a solid understanding of Bright's product suite and how it fits into the accountancy and payroll landscape. Familiarise yourself with the specific features and benefits that set Bright apart from competitors, so you can speak confidently about them during the interview.
✨Understand the Audience
Since you'll be dealing with accountants and payroll professionals, it's crucial to understand their day-to-day challenges and workflows. Research common pain points in the industry and think about how Bright's solutions can address these issues. This will help you demonstrate genuine credibility and connect with your interviewers.
✨Showcase Your Consultative Skills
Prepare to discuss your consultative approach and how you've successfully navigated complex sales situations in the past. Think of examples where you've listened to clients' needs, tailored your pitch accordingly, and built trust. This will highlight your ability to manage multiple opportunities and engage effectively with prospects.
✨Ask Insightful Questions
During the interview, don't hesitate to ask questions that show your curiosity about the role and the company. Inquire about the current pre-sales processes, how success is measured, and what challenges the team is currently facing. This not only demonstrates your interest but also gives you valuable insights into how you can contribute to the team.