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insightsoftware

Provides financial reporting and EPM software

Technical Account Manager - Pre-Sales

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeLondon, UK£97k - £122k /yrHybrid

About the Job

Requirements

  • Solid technical background with hands-on experience in digital technologies, including Microsoft Dynamics ERP or financials, SQL, and Power BI.
  • Bachelor’s degree in computer science or a related field is preferred, or equivalent strong technical experience.
  • Proven work experience as a Technical Account Manager or in an equivalent role, with the ability to solve complex integration and product questions and coordinate resolutions, including technical troubleshooting of customer issues.
  • Ability to understand customers’ needs and suggest timely solutions.
  • Ability to interact effectively and appropriately with coworkers at a variety of levels and across disciplines.
  • Effective problem-solving skills.
  • Demonstrated ability to gain trust and respect through sound critical thinking.
  • Written and verbal communication skills sufficient to communicate with employees at all levels.
  • Strong organization and attention to detail.
  • Experience working with the DACH market and a good track record in that region.
  • Understanding of Power BI or similar solutions, business intelligence, and data modelling.

Responsibilities

  • Support partners in using, selling, and implementing Jet Reports, Jet Analytics, Reporting Intelligence, BI, Process Runner, and other planning solutions; develop and maintain partner technical readiness through enablement, platform knowledge, and product awareness.
  • Collaborate with the Director of Solution Engineering on roadmap and strategic planning.
  • Manage and scope proof-of-concept engagements, including defining success criteria and aligning stakeholders; respond accurately and commercially to RFPs, RFIs, and security questionnaires.
  • Support presales activities through technical leadership and liaise with the sales department to win new business and increase sales.
  • Serve as the technical contact for Jet and planning solutions for assigned EMEA partners; advise partners and their customers on product application, implementation, and optimization, and guide them through technical and architectural issues in complex environments.
  • Resolve technical support requests and escalations from partners and customers; analyze customer needs and suggest upgrades or additional features.
  • Answer questions and provide guidance about products, platforms, and technology, including Jet products, SQL Server, data from Microsoft Dynamics ERP solutions or financials, and visualization tools such as Power BI.
  • Address product-related queries in a timely manner and support partner recruitment through education and demonstrations of how new and existing features can enhance customers’ business processes.
  • Develop support methods and procedures for second-level support, including training partners on ticket creation and related processes and procedures.
  • Provide developers with partner and customer feedback to help identify potential features or products; report on product performance and identify ways to reduce support costs.
  • Attend internal and external training events to maintain current technical skills on products and platforms.
  • Provide consulting sessions and presentations for partner events; analyze business, technical, and functional requirements and create corresponding solution designs.
  • Learn new products as required to support the business.

About the Company

insightsoftware

Provides financial reporting and EPM software

Insightsoftware provides financial reporting and enterprise performance management (EPM) software that connects with more than 140 ERP and other enterprise systems. It helps finance and accounting teams automate and accelerate processes such as financial reporting, budgeting, forecasting, consolidation, analytics, tax reporting, and data management. The product suite works by integrating with a company’s ERP data to give real-time visibility into financial and operational performance, enabling faster, more informed decisions. What sets Insightsoftware apart is its broad ERP integration reach and comprehensive set of modules that cover the entire financial close and planning cycle, serving a wide range of customers from small businesses to large enterprises. The company aims to improve financial data management and decision-making by providing scalable, license- and subscription-based software that centralizes reporting, analytics, and planning across the organization.

Company size
1,001-5,000
Company stage
Growth Equity (Non-Venture Capital)
Total funding
$1B
Headquarters
Raleigh, NC
Founded
2000

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