Pre-Sales Consultant - Workday Adaptive Planning

Pre-Sales Consultant – Finance & Planning Specialist

Henderson Drake is recruiting on behalf of a fast‑growing CPM consultancy that is building serious momentum across the UK and Europe. This strategic, high‑visibility role is for someone who enjoys working with CFOs and FP&A leaders, shaping solution vision, and demonstrating how modern planning technology can replace spreadsheet‑heavy processes.

The Opportunity

You will partner closely with Sales to lead the pre‑sales cycle across mid‑market and enterprise clients. From discovery through to demonstration and solution design, you will help shape how customers modernise budgeting, forecasting, reporting, and scenario planning using Workday Adaptive Planning.

What You’ll Be Doing (Core Responsibilities)

• Leading discovery sessions with CFOs, Heads of FP&A, Finance Directors, and Controllers
• Delivering tailored Workday Adaptive Planning demonstrations
• Translating finance challenges into clear CPM solution value
• Supporting solution architecture, proposals, and Statements of Work
• Building ROI models and business cases
• Contributing to RFPs, RFIs, tenders, and demo scripts
• Staying current on product updates, roadmap, and competitors
• Representing the business at customer events, webinars, and briefings
• Feeding insight back into sales and go‑to‑market strategy

What They’re Looking For

• Qualified accountant or equivalent finance experience (CIMA, ACCA, ACA, or similar)
• Hands‑on CPM / FP&A tool experience
• Workday Adaptive preferred; Anaplan, IBM Planning Analytics, Board also relevant
• Strong understanding of budgeting, forecasting, reporting, consolidation, and scenario planning
• Confident presenter who can build credibility with senior finance stakeholders
• Experience running or supporting technology demonstrations
• Commercial awareness and strong analytical thinking

What’s In It for You

• A visible, influential role in shaping sales outcomes
• Daily exposure to senior enterprise finance stakeholders
• A consultancy environment built by qualified accountants and CPM specialists
• Modern “configure, not code” delivery approach
• Hybrid working across the UK and Europe
• A clear runway into senior pre‑sales, consulting, or leadership roles

Why This Role Stands Out

This is not a back‑office pre‑sales role. You will be front and centre in shaping customer decisions, influencing transformation strategy, and helping finance teams move beyond spreadsheet‑driven planning. You will be trusted, heard, and given room to operate.

Seniority level

Mid‑Senior level

Employment type

Job function

Finance, Consulting, and Business Development

Industries

Financial Services, Business Consulting and Services, and IT System Custom Software Development

How to Apply

Interested? If you are a finance‑led CPM professional ready to step into a high‑impact pre‑sales role with real visibility and progression, I would love to speak.

Reply with your CV or a short overview of:

• Your CPM / planning system background
• The types of finance stakeholders you typically engage with