Pre-Sales Engineer - X3 at Sage

Role Purpose

• The primary objective of this role is to help both current and prospective customers conceptualise effective solutions to their business challenges. This includes analysing and documenting customer requirements, designing solutions using the Sage suite of products, and presenting tailored recommendations to customers and stakeholders.
• The role also involves delivering impactful product demonstrations, developing proof of concepts (POCs), and supporting the sales process from discovery through to successful solution positioning.

Location - 3 days per week out of our Johannesburg office.
Key Responsibilities    

• Partner with Account Executives to identify customer needs and recommend appropriate Sage solutions.
• Conduct engaging product demonstrations, proof-of-concepts (POCs), and technical presentations tailored to customer requirements.
• Analyse customer business processes and align Sage software capabilities to solve operational and financial challenges.
• Present Sage X3 and Sage Intacct value propositions clearly and effectively to stakeholders at all levels, including C-suite executives.
• Build customer confidence in Sage’s cloud-native architecture, functionality, and technology infrastructure.
• Respond to RFPs, RFIs, Statements of Work (SOWs), and technical documentation requests.
• Support Sales Representatives in developing high-quality proposals, presentations, and supporting sales materials.
• Collaborate with cross-functional teams to ensure a seamless transition from presales to implementation and post-sales delivery.
• Develop and maintain demo environments, presales assets, and customer use cases.
• Stay up to date with industry trends, competitor offerings, and emerging technologies.
• Provide valuable feedback to Product and Development teams based on customer and market insights.
• Work effectively within a fast-paced, collaborative sales environment.
• Contribute toward quarterly and annual sales quota achievement alongside the sales team.

Required Skills & Qualifications

• Bachelor’s degree in Accounting, Finance, BCom, Information Systems, or a related field.
• Strong understanding of software solutions such as SaaS, cloud platforms, enterprise applications, or financial software.
• Knowledge of Sage Accounting, Payroll, Sage X3, or Sage Intacct solutions.
• Ability and willingness to travel for onsite visits to customers and business partners.
• Strong understanding of accounting principles and financial processes.

Essential Experience
Minimum of 4 years’ experience in:

• Presales Engineering,
• Solutions Consulting,
• Implementation Consulting, or
• Customer Support within accounting, financial, or enterprise software environments.
• Demonstrated success in increasing deal size and accelerating the sales cycle.
• Proven track record of achieving or exceeding sales quotas.
• Experience delivering customer presentations and solution demonstrations to technical and non-technical audiences.
• Familiarity with internet application software, APIs, XML, and web services.

Key Competencies

• Customer-focused and solution-oriented mindset
• Strong analytical and problem-solving abilities
• Excellent verbal, written, and presentation skills
• Strong interpersonal and relationship-building capabilities
• Ability to work independently and collaboratively within a team
• High attention to detail and strong organisational skills
• Professionalism, discretion, and the ability to manage confidential information
• Adaptability and ability to thrive in a fast-paced environment