Presales Consultant
Datarails
Salary
💰 $130,000 - $145,000 per year
Job Level
Mid-LevelSenior
About the role
- Gather and Analyze Requirements: Engage with stakeholders (Sales, Solution Consultants, and clients) to understand the specific business use cases and technical requirements for each POC.
- Translate client needs and challenges into clearly defined objectives and success criteria for the POC.
- Perform in-depth research on current financial planning and analysis (FP&A) and modeling methodologies relevant to client verticals.
- Design and Build POCs Using Datarails Best Practices: Leverage Datarails system functionalities to architect scalable, flexible, and efficient POC models. Apply internal best practices in data integration, modeling, automation, and visualization to maximize impact.
- Collaborate with Solution Consultants (SCs): Partner closely with SCs to align on client expectations, timelines, and desired outcomes. Support SCs during client presentations by explaining POC logic, assumptions, and key features. Iterate on the POC based on SC feedback or evolving client inputs to ensure alignment with business goals.
- Document and Maintain POC Artifacts: Create comprehensive documentation outlining the structure, logic, and assumptions used in each POC. Maintain version history and records of all delivered POCs for internal knowledge sharing and future reference. Build and update internal templates and reusable components for more efficient POC development.
- Drive Internal Learning and Optimization: Share insights and lessons learned from POC engagements to inform future projects and team strategy. Continuously improve internal POC development processes through feedback loops and team retrospectives.
Requirements
- Previous experience working with Datarails or similar FP&A software solutions.
- Candidates should have a strong understanding of FP&A concepts and P&L, balance sheet and cash flow modeling principles.
- Collaboration: Ability to work cross-functionally with Sales, Presales, Product, and Marketing teams.
- Problem Solving: Strong analytical and problem-solving skills with the ability to quickly understand customer needs and translate them into demo solutions.
- Communication Skills: Excellent verbal and written communication skills; ability to articulate complex technical concepts in a clear and engaging manner.