Pre Sales Specialist

What Success Looks Like

• Prospects consistently leave demos feeling understood, their specific workflows and challenges reflected in how Bright’s products are presented 
• Win rates improve as pre-sales becomes a credible, consistent part of the sales cycle 
• The Sales team have a go-to resource they want in the room for complex or high-value opportunities 
• Pre-sales materials, demo environments, and playbooks are continuously improved and embedded across the team 

What You'll Do

• Partner with the Sales team to qualify opportunities and lead technical consultative discovery sessions with prospective clients, understanding their workflows, challenges and requirements  
• Lead compelling, tailored product knowledge sessions with prospective and existing customers, helping them understand how Bright’s suite addresses the specific challenges of their practice or bureau 
• Own your product knowledge, maintaining deep, current expertise across the full Bright suite, including integrations, workflows, and competitive positioning. 
• Translate customer workflow and experience insight into clear, evidenced feedback for Product — articulating not just what customers ask for, but why, and what impact it has on their practice or bureau 
• Maintain up-to-date knowledge of competitor products and market trends to position Bright’s solutions effectively 
• Support a smooth handover to Implementation and Customer Success post-sale, ensuring a seamless experience for new clients 
• Contribute to the continuous improvement of pre-sales materials and internal enablement — helping to build the function 

What We’re Looking For

• Solid experience in an accountancy or payroll SaaS environment, you understand the day-to-day realities of practices and bureaus and can speak to customers with genuine credibility.  
• A consultative, solution-oriented approach with strong listening and discovery skills and the ability to manage multiple opportunities simultaneously in a fast-paced environment 
• Confident navigating multiple software products - you pick up new tools quickly and evaluate them critically  
• Demonstrable ability to translate complex product and workflow knowledge into compelling, accessible narratives for both technical and non-technical audiences 
• A proven track record of building credibility and trust with customers, prospects, and internal stakeholders 
• A natural curiosity about how software works and how it could work better, you notice friction, ask why, and have strong instincts about what a good product experience looks like 

• Familiarity with Bright’s product suite (BrightPay, BrightBooks, BrightAP, or similar) 
• A background in an accountancy practice or a payroll bureau, you’ve sat on the other side of the software 
• Exposure to AI-assisted workflows or tools