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For Companies At a Glance
- Tasks: Deliver training and consultancy to customers on financial software remotely and on-site.
- Company: Join a leading FinTech company known for its rapid growth and market leadership.
- Benefits: Enjoy remote work flexibility and the chance to engage with diverse clients.
- Why this job: Be part of a dynamic team that values communication and customer satisfaction.
- Qualifications: Experience in customer success or software training, preferably in financial software.
- Other info: Opportunity to present to large audiences and deliver impactful training sessions.
The predicted salary is between 36000 - 60000 £ per year.
A high growth company in the Financial SaaS – FinTech sector is looking for a Professional Services Consultant to help their customers get the most value and best experience from their technology. The company has a reputation for being a market leader and is experiencing huge growth.
The main focus of this role is delivering high level training and consultancy to 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, and customer consulting. The majority of customer engagement is done remotely; however, there is also the opportunity to visit customers as required.
Requirements:- 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.
- Onboard customers, delivering product training, workshops, and consultancy sessions.
- Ensure customer satisfaction is maintained throughout.
- Proactively scope out technical solutions required to address customer requirements.
- Provide internal product knowledge to Sales Team members.
- Deliver remote or on-site professional consultancy sessions.
- Previous experience in a customer success, software training, consultancy, presales, or customer experience position.
- Experience working with financial software such as Accounting Software, Tax Solutions, Financial Software, or Bookkeeping Solutions is preferred.
- Experience delivering software training and consultancy sessions to all levels of customers.
- Experience delivering paid training/consultancy sessions either remotely or on-site.
- Confidence in 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
Familiarise yourself with the specific financial software products that the company offers. Understanding their features and benefits will allow you to speak confidently about how you can help customers maximise their use of the technology.
✨Tip Number 2
Brush up on your presentation skills, especially for remote settings. Since a significant part of the role involves delivering training and demonstrations online, being comfortable with virtual tools and engaging an audience remotely is crucial.
✨Tip Number 3
Network with professionals in the FinTech and accountancy sectors. Engaging with industry peers can provide insights into customer needs and expectations, which will be invaluable during your consultancy sessions.
✨Tip Number 4
Prepare to showcase your previous experience in customer success or consultancy roles. Be ready to discuss specific examples where you've successfully onboarded clients or delivered impactful training sessions, as this will demonstrate your capability for the position.
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. Emphasise any specific experience with financial software or accountancy qualifications to align with the job requirements.
Craft a Compelling Cover Letter: In your cover letter, showcase your communication skills and your passion for helping customers succeed. Mention specific examples of how you've successfully onboarded or trained customers on software in the past.
Highlight Relevant Skills: Clearly outline your skills related to delivering training and consultancy sessions. Include your ability to present to large audiences and conduct remote webinars, as these are crucial for the role.
Showcase Customer Engagement Experience: Provide examples of how you've maintained customer satisfaction in previous roles. Discuss your approach to understanding customer needs and how you’ve proactively addressed them during training or consultancy sessions.
How to prepare for a job interview at Matched
✨Showcase Your Experience
Be prepared to discuss your previous experience in customer success, software training, and consultancy. Highlight specific examples where you've successfully onboarded customers or delivered training sessions, especially in the FinTech or accountancy sectors.
✨Demonstrate Communication Skills
As an exceptional communicator is a key requirement, practice articulating complex software features in a simple and engaging manner. Consider preparing a mock demonstration of a financial software product to showcase your presentation skills.
✨Understand the Company’s Products
Familiarise yourself with the company's suite of financial software products. Be ready to discuss how these products can benefit customers and how you would approach delivering training and consultancy sessions.
✨Prepare for Remote Engagement
Since most customer interactions are remote, ensure you are comfortable with virtual communication tools. Practice delivering a training session via video call to demonstrate your ability to engage and connect with customers online.
