At a Glance
- Tasks: Lead discovery sessions and deliver engaging product demos to finance stakeholders.
- Company: Join a dynamic team at a leading AI finance transformation platform.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Be part of a collaborative environment with exciting career advancement opportunities.
- Why this job: Shape the future of finance with innovative technology and strategic client engagement.
- Qualifications: Extensive finance experience and strong presentation skills required.
The predicted salary is between 60000 - 80000 £ per year.
We’re looking for a Senior Pre‑Sales Consultant to join our Northern Europe Solutions Consulting team, supporting enterprise sales of our AI‑enabled finance transformation platform, CCH Tagetik.
Responsibilities
- Lead discovery sessions with customers to understand their finance challenges, processes, and goals.
- Translate business needs into compelling solution narratives and tailored proof‑of‑concept demonstrations.
- Deliver engaging product demos to senior finance stakeholders, including C‑level executives.
- Support the full sales cycle – from early qualification through to deal close – as a trusted finance advisor.
- Contribute to RFPs, RFIs, and ITTs with clear, value‑driven responses.
- Continuously refine and enhance demo assets to reflect evolving customer needs and product capabilities.
- Provide feedback from the field to Product and Services teams to help shape roadmap and delivery.
- Partner with Marketing on events, webinars, and thought‑leadership initiatives.
- Demonstrate strong communication and presentation skills, simplifying complex finance concepts.
- Apply a structured, analytical, and consultative approach to problem‑solving.
- Work confidently across Sales, Product, Services, and Partners.
- Understand emerging finance technologies, including AI‑driven capabilities such as predictive forecasting.
Qualifications
- Extensive experience in industry finance (e.g., FP&A, Financial Close, Reporting, Group/Divisional Finance).
- Experience in finance transformation or consulting engagements.
- Strong understanding of finance operating models, including planning cycles, close processes, and business partnering.
- Hands‑on experience with EPM/CPM systems (implementation, usage, or pre‑sales exposure).
- Professional finance qualification (e.g., ACCA or equivalent, fully or part‑qualified).
- Experience presenting to senior stakeholders using value‑led storytelling.
- Nice to have: experience in operating model design, process improvement, or transformation roadmaps.
- Nice to have: familiarity with data visualisation tools such as Power BI or Qlik.
- Nice to have: basic understanding of APIs and system integration concepts.
You’ll play a key role in shaping how leading organisations transform their Finance function—combining your real‑world finance experience with cutting‑edge technology and strategic client engagement.
Senior Solutions Consultant (Pre-Sales) employer: Wolters Kluwer
As a Senior Solutions Consultant at our Northern Europe office, you will thrive in a dynamic work culture that values innovation and collaboration. We offer competitive benefits, including professional development opportunities and a supportive environment that encourages growth and creativity. Join us to be part of a forward-thinking team that is transforming finance through AI technology, while enjoying the unique advantages of working in a vibrant location that fosters both personal and professional fulfilment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Solutions Consultant (Pre-Sales)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Wolters Kluwer. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Solutions Consultant (Pre-Sales)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Wolters Kluwer.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Wolters Kluwer's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Wolters Kluwer
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Wolters Kluwer.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Wolters Kluwer will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Wolters Kluwer employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
