Sage 200 Pre-Sales Consultant

Pinnacle is recruiting a Sage 200 Pre-Sales Consultant to join our dynamic Pre-Sales Team. As part of Pinnacle’s Pre-Sales team, you will play a pivotal role in driving the success of our sales efforts.

You will be responsible for understanding customer needs, collaborating with various internal departments, and crafting compelling solutions that address customer challenges.

You will deliver effective presentations, demonstrations, and proposals to potential customers, ultimately contributing to the growth and profitability of Pinnacle.

Key responsibilities

Customer Engagement

• Collaborate with sales, marketing, and product teams to understand customer needs and align pre-sales efforts with overall business strategies.
• Engage with potential customers to gather requirements, understand pain points, and effectively communicate how our solutions can address their needs.

Solution Development

• Work closely with the authors and Pinnacle’s professional service teams to design and demonstrate solutions that meet customer requirement.
• Craft and deliver tailored presentations, demonstrations, and proof-of-concepts that showcase the value and capabilities of our products and services.

Proposal Creation

• Working with the New Customer Acquisition (NCA) and Customer Account Management (CAM) teams to oversee the creation of detailed and persuasive proposals that outline the proposed solutions, benefits, and implementation strategies.
• Ensure proposals are aligned with client expectations and business goals, addressing potential objections or concerns.

Sales Support

• Assist the sales team in negotiation and closing processes by providing product based technical expertise, addressing product inquiries, and removing obstacles.
• Collaborate with post-sales teams to ensure a smooth transition from pre-sales to professional services.

Market and Competitor Analysis

• Stay updated on industry trends, market dynamics, and competitor offerings to provide insights that enhance our competitive advantage.

KPIs and Objectives

• Meet personal and team Key Performance Indicators (KPIs) and objectives related to sales targets.

Required Skills and Experience – Pre-Sales Consultant

• Solution Discovery & Customer Engagement: Strong ability to understand customer challenges and translate them into ERP solutions.
• ERP Expertise: In-depth knowledge of ERP systems (e.g. Sage, Acumatica, SAP, Oracle, Microsoft Dynamics, NetSuite) and their business impact.
• Industry Knowledge: Familiarity with key sectors such as Manufacturing, Distribution, Finance, and Construction.
• Technical Demonstrations: Proven experience delivering engaging and persuasive ERP demonstrations to potential clients.
• Proof of Concept Development: Ability to configure and present tailored proof-of-concept solutions.
• RFP & Proposal Support: Skilled in contributing to RFP responses and creating compelling proposals.
• Consultative Selling & Negotiation: Ability to guide customers through complex solutions and support contract discussions.
• Communication & Presentation Skills: Strong ability to translate technical concepts into business value.
• Collaboration & Relationship Management: Experience working with sales, consultants, and technical teams to align solutions with customer needs.
• Project & Time Management: Ability to manage multiple pre-sales engagements and client projects simultaneously.

Requirements

• Willingness to travel to customer sites as needed.
• Occasional overnight stays may be required.
• Attendance at in-person team meetings and events.
• Full-time position with a blend of office-based and remote work.