Presales Architect (Data & Insights) - EPM Solutions

About Codestone At Codestone, we're not just part of the AI + Cloud movement – we're leading it. As Europe's trusted business transformation partner, we deliver powerhouse advisory and consultancy services spanning ERP, EPM, and analytics business applications, cybersecurity, infrastructure, modern work, and UK's Top 50 application and IT managed services. Backed by FPE Capital, we're scaling fast while staying true to our people-/client-first spirit. Why Choose Your Future with us? We're not your typical tech consultancy. We're a community of innovators and enablers who transform business challenges into success stories. As the #1 SAP Gold Partner in Europe, with Platinum Wolters Kluwer CCH Tagetik and Gold Microsoft partnerships, we're trusted by 1000+ organisations to guide them through their digital transformation journey, enabling them to become market leaders, operate more securely, accelerate growth, and become employers of choice. ​ About the role ​ We are looking for a Solution Architect to design and oversee the implementation of EPM solutions , ensuring they deliver transformative value for clients. This role is pivotal in the pre-sales phase, identifying customer needs, defining project scopes, and presenting tailored solutions to drive efficiency and process improvement. You will collaborate closely with Business Development and Account Management, leading product demos, proof of concepts, and technical presentations while articulating the value proposition to senior stakeholders, including CFOs and Heads of Finance. As a trusted advisor, you will help shape customer strategy, ensuring alignment with business goals and ongoing benefit realisation. Additionally, you will maintain strong relationships with vendors and internal teams, staying ahead of product developments, regulatory changes, and best practices to support successful project delivery. ​ Your day-to-day will include: ​ New Business Pre-sales duties: o Complete Request for Information / Request for Proposal Documents o Travel to customer sites o Run discovery sessions (remote & on-site) o Prepare demonstration data and demo scripts o Perform demonstrations (on-site or remote) o Run Pre-sales Checklist calls (on-site or remote) o Complete Pre-sales Checklists o Complete scope text o Assist other line of business pre-sales to determine requirements (CaMs and Cloud ERP) o Complete existing customer strategic reviews (on-site or remote) o Pre-sales for existing customer larger projects e.g. full re-implementation ​ You will bring these key competencies to the role: Decision Making : Make informed decisions to address customer requirements and project scope, balancing technical feasibility with business objectives. Adaptability: Adjust to changing customer needs and project dynamics, adapting methods and approaches as necessary to achieve successful outcomes. Commerciality: Focus on delivering solutions that are not only technically sound but also commercially viable, ensuring value for both the client and the company. Communication: Demonstrate clear, concise communication in all aspects of the role, from client interactions to documentation, ensuring alignment and understanding. Independent Working: Work autonomously in managing pre-sales activities, including scoping, costing, and discovery, while maintaining effective communication and alignment with the team. Collaboration and Teamwork: Collaborate with internal stakeholders and cross-functional teams to ensure comprehensive solutions and smooth transitions from pre-sales to implementation. Problem Solving: Apply problem-solving skills to identify and resolve challenges during the pre-sales phase, ensuring customer satisfaction and alignment. Time Management: Manage multiple tasks and deadlines, ensuring timely completion of client proposals, demos, and other pre-sales activities. Resilience: Demonstrate resilience in managing client interactions and addressing challenges, maintaining a positive attitude and focus on solutions. Emotional Intelligence: Build strong relationships with clients and internal teams by demonstrating empathy, self-awareness, and effective interpersonal skills. Creativity: Use creative thinking to design tailored solutions and presentations, addressing client-specific challenges and needs in innovative ways. ​ Experience Required: ​ This role is ideal for a candidate with strong financial knowledge, technical expertise in EPM systems, and a consultative approach to help shape new business processes and support ongoing client growth. • Growth Mindset • Consultancy / delivery experience in EPM solutions; ideally SAP and/or CCH Tagetik • Accounting qualification (essential) • A strong understanding of finance • Pre-sales/Solution Architect & Consultative selling experience • Travel to on-site prospect meetings as required • UK Driving License essential Culture Matters: THRIVE ​ Culture is the unique and beating heart of Codestone, shaping every interaction, decision, and achievement. Our THRIVE principles guide everything we do: T alent: Join a community that recognises and nurtures your unique abilities H earts: Experience genuine empathy and trust in every interaction R esponsibility: Own your impact and shape positive outcomes I nnovation: Be part of a team where forward-thinking is our superpower V alue: Create exceptional impact for our clients and each other E xcellence: Push boundaries and set new standards in everything we do ​ Your Wellbeing Matters ​ We've reimagined what a modern tech workplace should be. Our flexible approach supports your lifestyle, while our comprehensive benefits package ensures you're valued beyond your role. From mental health support to personal development opportunities, we invest in your total wellbeing. ​ A bout the Benefits​ Be part of a global team that's making a real difference in how businesses transform and succeed. We believe in working hard while having fun, and we genuinely value every team member's unique contribution to our story. When we say you're welcome at Codestone, we really mean it. # LoveWhatYouDo​ From 25 days holiday (plus Bank Holidays) (rising by 1 day after 1 years’ service to a maximum of 28 days) Contributory company pension scheme A volunteering day each year to support your local community Hybrid working policy Training, learning & development opportunities (customer specific and general courses) Casual dress code Cycle to Work Salary Sacrifice Scheme EV Salary Sacrifice Scheme Recruitment and customer bonus referral scheme Annual company events Employee wellbeing programme Life assurance x 3 Healthcare cash plan Employee Assist Programme Virtual GP Extended maternity and paternity leave Staff perks And many more!