Technical Pre-Sales Consultant
Phocas Software, California, MO, United States
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 assigned opportunities, 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.
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
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
Work From Home
Wellness Resources
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 veteran status or any other characteristic protected by law.
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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
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
Work From Home
Wellness Resources
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 veteran status or any other characteristic protected by law.
#J-18808-Ljbffr