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Pre Sales Specialist
BrightPre-Sales Specialist in payroll SaaS helping accountants and payroll professionals understand software. Leading engaging product knowledge sessions for prospective and existing customers to address their challenges.
About the role
Key responsibilities & impact- Prospects consistently leave demos feeling understood
- Win rates improve as pre-sales becomes a credible part of the sales cycle
- The Sales team has a go-to resource for complex or high-value opportunities
- Pre-sales materials, demo environments, and playbooks are continuously improved
Requirements
What you’ll need- Solid experience in an accountancy or payroll SaaS environment
- A consultative, solution-oriented approach with strong listening and discovery skills
- Ability to manage multiple opportunities simultaneously
- Confident navigating multiple software products
- Ability to translate complex product and workflow knowledge into compelling narratives
- Proven track record of building credibility and trust with customers
- A natural curiosity about how software works
Benefits
Comp & perks- What We’re Looking For
- 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
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accountancypayrollSaaS
Soft Skills
consultative approachsolution-orientedlistening skillsdiscovery skillsability to manage multiple opportunitiescredibilitytrust-buildingcuriosity