Presales Consultant Jobs in Whitby, Ontario, Canada
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Whitby, Ontario, Canada
Presales Consultant – ERP & Accounting Solutions
About the role
We are seeking a highly motivated and customer-focused Presales Consultant – ERP & Accounting Solutions to join our North American team. This role is ideal for a professional with strong functional expertise in ERP and accounting systems, combined with exceptional client engagement and solution consulting skills. As a Presales Consultant, you will collaborate with Sales, Delivery, and Product teams to understand client business requirements, design tailored ERP solutions, deliver product demonstrations, and support the sales process from initial discovery through successful deal closure. You will serve as a trusted advisor, helping organizations identify technology solutions that drive operational efficiency and business growth.
Key Responsibilities
Engage with prospective clients to understand their business objectives, operational challenges, and digital transformation requirements. Lead discovery sessions, solution workshops, and product demonstrations tailored to client needs. Analyze business processes and recommend ERP and accounting solutions that align with industry best practices. Design end-to-end solution architectures in collaboration with technical and implementation teams. Prepare high-quality proposals, Statements of Work (SOWs), implementation approaches, and solution documentation. Develop responses for RFPs, RFIs, and enterprise procurement processes. Conduct business process mapping, fit-gap analysis, and solution validation. Collaborate closely with Sales, Delivery, and Product teams to ensure a seamless transition from sales to implementation. Support project scoping, effort estimation, and implementation planning. Build and maintain trusted relationships with executive stakeholders, finance leaders, and business decision-makers. Stay current with ERP technologies, accounting best practices, cloud solutions, and emerging industry trends.
Qualifications
Bachelor's degree in Business Administration, Accounting, Computer Science, Information Systems, or a related discipline. Minimum 3 years of experience in Presales, ERP Consulting, Solution Consulting, or a similar client-facing role. Strong functional knowledge of ERP and Accounting solutions, including platforms such as Odoo, Microsoft Dynamics 365 Business Central, NetSuite, Sage, QuickBooks, Acumatica, or equivalent enterprise applications. Solid understanding of core business functions. Experience preparing technical and commercial proposals, solution documentation, and RFP/RFI responses. Strong understanding of SaaS, Cloud technologies, and enterprise software ecosystems. Excellent communication, presentation, stakeholder management, and consulting skills. Demonstrated ability to translate complex business requirements into practical technology solutions. Strong analytical, problem-solving, and relationship management capabilities.
Preferred Qualifications
Experience implementing or consulting on ERP projects. Knowledge of Canadian accounting practices, taxation, or business regulations is considered an asset. ERP, Accounting, or Project Management certifications are an advantage.
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About Bay Forward
We help businesses grow to the next level. Help them transform using software and management consulting services from being tired to manual systems, unconnected software, disconnected information to having one platform to mange their entire business operations seamlessly. Help businesses scale and have access to relevant importation on real time basis to take effective decision in time.