Senior Solutions Consultant (Pre-Sales)

About the role

We're looking for a Senior Pre-Sales Consultant to join our Northern Europe Solutions Consulting team, supporting enterprise sales of our AI-enabled finance transformation platform, CCH Tagetik. This role sits at the intersection of Finance, Technology, and Sales . You'll partner with Sales teams to engage senior finance leaders (FDs, CFOs, Group Finance), helping them reimagine and modernise their Finance function across FP&A, Financial Close, and Reporting . This is an ideal opportunity for someone with a strong industry finance background who wants to move into a client-facing, strategic advisory role .

Responsibilities

• Lead discovery sessions with customers to understand their finance challenges, processes, and goals
• Translate business needs into compelling solution narratives and tailored proof-of-concept demonstrations
• Deliver engaging product demos to senior finance stakeholders, including C-level executives
• Support the full sales cycle-from early qualification through to deal close-as a trusted finance advisor
• Contribute to RFPs, RFIs, and ITTs with clear, value-driven responses
• Continuously refine and enhance demo assets to reflect evolving customer needs and product capabilities
• Provide feedback from the field to Product and Services teams to help shape roadmap and delivery
• Partner with Marketing on events, webinars, and thought leadership initiatives
• What You Bring
• Strong communication and presentation skills, with the ability to simplify complex finance concepts
• A structured, analytical, and consultative approach to problem-solving
• Confidence working cross-functionally with Sales, Product, Services, and Partners
• Understanding of emerging finance technologies, including AI-driven capabilities such as predictive forecasting
• Your Experience
• Extensive experience in industry finance (e.g., FP&A, Financial Close, Reporting, Group/Divisional Finance)
• Experience in finance transformation or consulting engagements
• Strong understanding of finance operating models, including planning cycles, close processes, and business partnering
• Hands-on experience with EPM/CPM systems (implementation, usage, or pre-sales exposure)
• Professional finance qualification (e.g., ACCA or equivalent, fully or part-qualified)
• Experience presenting to senior stakeholders using value-led storytelling

Requirements

• Experience in operating model design, process improvement, or transformation roadmaps
• Familiarity with data visualisation tools such as Power BI or Qlik
• Basic understanding of APIs and system integration concepts
• Why Join Us
• You'll play a key role in shaping how leading organisations transform their Finance function-combining your real-world finance experience with cutting-edge technology and strategic client engagement.
• Our Interview Practices
• Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

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