Phocas Software is a profitable, high-growth SaaS company helping businesses make better, data-driven decisions. As we scale globally, the quality of our Pre-Sales execution is a direct driver of win rates, deal velocity, and the calibre of customers we bring on board.
The Pre-Sales Consultant is accountable for delivering high-quality Pre-Sales execution across their regional deal pipeline. This means leading discovery, demonstrations, and solution design for assignedopportunities, working closely with Account Executives and Account Managers to advance and close deals. The role is the bridge between a prospect’s business problem and the product capability that solves it — and the quality of that bridge determines whether deals are won.
By consistently executing best-practice Pre-Sales process, deepening product and industry knowledge,
and contributing to broader team capability, this role directly supports regional revenue growth and the
quality standards set by the Pre-Sales Leads and Global BVE Team.
Why This Role Matters
• Revenue Impact: Directly supports regional pipeline progression and win rates through high-quality discovery, demonstrations, and solution design.
• Deal Quality: Ensures deals entering the pipeline are well-qualified, well-prepared, and set up for successful close and handover.
• Sales Enablement: Strengthens the effectiveness of Account Executives and Account Managers by delivering Pre-Sales support that moves deals forward.
• Process Excellence: Upholds and contributes to the global Pre-Sales standards and tooling that create consistency and repeatability across the team.
• Continuous Improvement: Builds product knowledge, industry fluency, and demo capability over time, raising the quality bar for the wider Pre-Sales function.
What You Will Be Responsible For
• Execute discovery, demonstrations, and solution design across assigned regional opportunities to a high and consistent standard.
• Support Account Executives throughout the full deal cycle, from qualification through to close and handover.
• Maintain accurate and timely deal documentation, including SOW inputs and handover notes.
• Follow global Pre-Sales processes and contribute feedback to improve them over time.
• Participate in call and demo reviews, actively applying coaching to lift quality across all customer-facing interactions.
• Build and maintain working knowledge of Phocas products, integrations, and key industry and persona use cases.
• Manage and keep regional demo environments current and relevant for customer-facing use.
• Contribute to enablement sessions and team development activities, sharing knowledge and supporting broader team capability.
• Collaborate with AEs, AMs, Customer Success, and Implementation teams to ensure smooth deal handovers.
• Explore where AI can be applied in Pre-Sales workflows to improve efficiency and value creation.
Who We Are Looking For
• Product & Technical Fluency — translates deep product knowledge into clear business value for any audience, from end users to executive buyers.
• Commercial Acumen & Sales Cycle Awareness — understands the full sales cycle and how Pre-Sales activity drives deal progression and close.
• Exceptional Communication & Relationship Building — builds trust quickly with AEs, AMs, prospects, and internal teams.
• Problem-Solving & Solution Orientation — diagnoses business problems and connects them to the right product response with confidence and clarity.
• Execution Rigor & Deal Management — manages multiple deals simultaneously without compromising quality or preparation.
• Continuous Learning & Development — actively builds product knowledge, industry fluency, and demo capability, and applies coaching to improve over time.
Benefits
Why Phocas?
Phocas Software is a profitable, growing SaaS company with a loyal customer base and a category-leading product. With a clear path toward scaling from $70M to $250M and a reimagined GTM structure, this is a prime moment to join and shape the future of how we deliver value to customers.
We know that fun is different for everyone. So, if you want to try out innovative approaches to sales, lead a project, save the planet, or spend more time with your favourite people outside work, you’ll have our full support.
As long as you’re doing what brings you joy, the rest falls into place. Think less stress, higher performance, more energy and all-round nicer human. Your friends and family will be delighted.
Create your happy place
Benefits
Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.
#LI-YT1 #LI-Hybrid
Phocas is a SaaS company delivering an all-in-one BI and FP&A platform built for wholesale distribution, manufacturing, and retail businesses. Today, Phocas serves 2,700 mid-market companies and 40,000 users across the US, UK, Australia, and New Zealand.
Phocas has a clear mission: to make people feel good about data. And it’s working! Customers love the intuitive, self-serve platform that brings their data to life.
By partnering with leading ERPs like Epicor, Infor, Sage, Kerridge, SAP, Oracle Netsuite and more, Phocas unlocks the potential of ERP data for everyone - delivering improvements at every level of the business. Our vision for our platform is as the one central, mission-critical layer above the ERP - empowering businesses with products collectively designed to deliver even greater value, insight and efficiency.
For CEO and co-founder, Myles Glashier, achieving this vision is all about people. Our team of almost 300 people spans the US, UK, Australia and New Zealand. We nurture a culture based on 'Fun, Fulfilling, Forever'—a spirit that shines through in every customer interaction. We’re people-centric, responsive, and always open to new ways to innovate.
The bottom line? Helping customers and partners improve their businesses just feels good - and it's even better when you're part of a company that puts people first.
At Phocas, we're committed to maintaining an environment where our team feels valued. Becoming a certified B Corp is part of that commitment, along with closing the gender pay gap across our global workforce, and being recognized for awards like the Human Synergistics Culture Sustainability Award. Whether we’re helping customers make sense of their data or creating a place where work feels meaningful, people feel good with Phocas.
