Job Description

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

What You’ll Do

• 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

Nice to Have

• 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

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.