Presales Engineer - Sage Intacct Construction

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Bachelor’s degree in Accounting, Information Systems, Business Management or related field., 2+ years of construction accounting experience in roles such as Controller or Accounting Manager., Familiarity with Sage software products and B2B sales with software demonstration experience., Strong communication, presentation, and listening skills, with the ability to translate technical concepts for non-technical audiences..

Key responsabilities:

  • Participate in the sales discovery process to identify business challenges and opportunities for improvement.
  • Present proof-of-concept solution demonstrations to prospects and follow up on technical questions.
  • Provide pre-sales support and assist in the transition from sales to consulting by attending project kick-off meetings.
  • Develop relationships with prospects and maintain awareness of relevant add-on products to support customer needs.

RKL LLP logo
RKL LLP https://www.rklcpa.com
501 - 1000 Employees
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Job description

The Presales Engineer is responsible for presenting sales solution demos and webinars to prospects and supporting the sales team in the lead discovery and qualification process. They may also be asked to represent RKL eSolutions at prospect tradeshows, RKL Industry Groups, and publisher events.

Success Factors

Responsibilities
  • Participate in sales discovery process to identify and document current systems, business challenges, and opportunities for innovation and improvement
  • Collaborate with sales and consulting teams to design and configure a proof-of-concept demonstration environment around critical requirements outlined in Summary of Findings
  • Present proof-of-concept solution presentations to prospects and follow up regarding any open functional and technical questions
  • Provide pre sales support and share best practices across the team. Participate and provide input during services scoping and statement of work preparation
  • Facilitate a smooth transition from sales to consulting by attending project kick off meetings (internal and customer facing) and providing sufficient background about the customer and their requirements to consultants.
  • Assist with post sale customer care engagements as needed
  • Acquire and maintain necessary product certifications and sales methodology training to keep up to date with subsequent enhancements, as well as industry changes
  • Maintain on-going awareness regarding relevant add-on products that support customer requirements and compliment primary product offerings
  • Demonstrate excellent customer service
  • Develop and nurture relationships with prospects and Sage Account Executives
  • Other duties as assigned

People Management/Relationships
  • Take initiative to be a team player (seeks out opportunities to help others)
  • Treat everyone with respect and develop loyalty and trust with team
  • Successfully adapt to different personalities and working styles
  • Proactively and effectively communicate information regarding status issues to team members
  • Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; is open to new ideas and suggestions
Required Skills
  • Familiarity with construction industry specific terminology and usage
  • Ability to shift focus and adapt to change
  • Situational fluency to demonstrate software capabilities
  • Strong listening, presentation and communication skills
  • Ability to translate technical requirements/features to a non-technical audience when necessary
  • Ability to relate to the prospect and focus on their specific needs
  • Technically oriented possessing an aptitude for rapidly learning complex software applications
  • Great communicator and quick at learning and understanding new technology skills with an aptitude for public speaking
  • Ability to rapidly assimilate and distil complex topics in the form of a presentation

Education, Experience and Certifications
  • Bachelor’s degree in Accounting, Information Systems, Business Management or other related field
  • 2+ years construction accounting experience – Controller, Accounting Manager or primary accountant role
  • Sage 100c (Master Builder), Sage 300CRE (Timberline), Sage Intacct Construction, Viewpoint and/or Access Coins hands-on experience helpful
  • B2B sales with software demonstration background
  • Knowledge of sales execution methodology with product implementation expertise
  • Industry expertise and awareness of key technical and accounting business processes
     
Essential Functions
  • Must be able to remain in a stationary position as needed
  • The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
  • Ability to communicate in a professional manner and exchange information with internal and external customers as needed
  • Ability to lift/carry up to 20 pounds
  • Ability to work outside of normal business hours and weekends as needed
  • Ability to travel to local and non-local clients as needed, overnight travel may be required
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned.

Salary Range:

$80,0000 - $90,000

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Listening Skills
  • Technical Acumen
  • Adaptability
  • Public Speaking
  • Verbal Communication Skills
  • Accountability
  • Relationship Building
  • Teamwork

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