Zahara helps finance teams take control of spending, from the first purchase request through approvals, budgets and supplier invoices. Our platform connects with the accounting systems our customers already use, helping them replace manual processes and see exactly what has been ordered, approved and invoiced.
As we work with larger organisations, the questions prospects ask are becoming more detailed. They want to know how Zahara will handle their approval rules, coding, projects and finance system, and they want to see it working with examples that feel like their business.
That’s where you come in. As our Senior Pre-Sales Consultant, you’ll own the technical side of the sales process. Working from the discovery call and demo prep document, you’ll build and deliver story-led demos, judge whether Zahara is the right fit, lead solution scoping and make sure Customer Success has everything needed to deliver what was agreed.
What you'll do
- Tailor demos from the discovery call and demo prep document, working with the sales manager on what the prospect needs to see and what a successful demo should establish.
- Deliver demos with realistic data that follow the prospect’s own purchasing, approval and invoice processes, explaining the value in business terms rather than feature lists.
- Assess product and integration fit early, including the prospect’s finance system, coding structure and AP requirements, and flag gaps before they can derail a deal.
- Identify practical workarounds. Where development or a bespoke plugin may be needed, define the requirement and work with specialists on feasibility and effort.
- Own technical questions before, during and after demos, agreeing when answers will be provided and keeping the sales manager informed.
- Support trials and proofs of concept by agreeing success criteria, helping prospects test their key processes and documenting the outcome.
- Lead solution scoping, documenting the agreed processes, configuration, integrations, assumptions and exclusions, and, when required, turn it into accurate technical proposals and sales orders with the sales manager.
- Contribute accurate content to RFPs and security questionnaires, covering Zahara’s features, security and compliance.
- Lead the technical handover to Customer Success and onboarding, so nothing agreed in the sale is lost.
- Stay ahead of new features, plugins and the roadmap without being prompted, and keep demo environments up to date.
Who we're looking for
- 3+ years in finance software, in presales, solutions consulting or implementation, including leading demos and scoping for mid-market customers.
- A sound understanding of how finance teams work, from purchasing and approvals through to accounts payable and month-end.
- Strong technical understanding of SaaS, APIs and finance system integrations, explained in plain English. Specialist knowledge of every platform is not expected.
- Experience scoping solutions and turning requirements into clear, accurate proposals.
- Sound judgement on solution fit, and the confidence to say when Zahara cannot meet a requirement.
- Confidence leading conversations with finance leaders and technical stakeholders, both in person and in writing.
- Strong organisation, with the discipline to track open questions through to close.
- Initiative and curiosity, with genuine openness to feedback.
Nice to have
- A senior presales or solutions consultant in finance, AP automation or purchase-to-pay software.
- An implementation or onboarding consultant for finance software with strong scoping experience, ready to move into presales.
- A finance professional, such as an AP or purchase ledger lead, who has led a software rollout and is confident presenting to others.
- A consultant at an accounting software reseller or integration partner.
