Pre-Sales & Implementation Specialist
Sydney, NSW, Australia
Full Time
Mid Level
Pre-Sales & Implementation Specialist
About usFounded in Sydney in 2014, ezyCollect by Sidetrade is Australia's leading Order-to-Cash platform for small and mid-sized businesses. We automate credit management, collections, and payments, taking the manual work out of getting paid. Our 1,500+ customers manage A$19 billion in receivables through the platform, typically cutting late payments by 40% and bad debt by 80% within three months.
Now part of global AI leader Sidetrade, we're scaling our reach across three continents, bringing enterprise-grade technology to the mid-market while staying true to our Sydney roots. Australian innovation. Global ambition.
Why this role exists
Every new client brings a different set of accounts receivable problems, systems, and ways of working. We need someone who can sit with a prospective client, work out exactly what they need, and turn that into a solution that gets built, tested, and delivered without losing anything in translation.
You'll be the bridge between technical solutions and client success: partnering with Sales pre-deal, then owning the implementation once the deal is signed, all the way through to a client who's fully trained and getting value from the platform.
Your team
You'll work closely with Account Executives across Australia, the US and the UK (time zones can vary), and with Customer Success and Product teams on delivery. You'll report to our CRO.
Key responsibilities
Pre-sales
- Partner with Account Executives globally to understand prospective clients' accounts receivable challenges, and translate them into clear requirements.
- Lead tailored, technical product demos showing how ezyCollect integrates with clients' accounting or ERP systems.
- Own end-to-end implementation, working with Customer Success (CSMs and TCS) and Product to deliver solutions tailored to client needs.
- Build and run test plans to make sure what gets delivered actually works before it goes live.
- Assess and prioritise custom feature requests, working with delivery teams and stakeholders to align with strategic goals.
- Prepare and run client training sessions so clients fully leverage ezyCollect for their business needs.
- Create clear user and training documentation.
- Act as the voice of the client, feeding actionable insights back to Product and Customer Success to improve ezyCollect's offering.
Must-haves
- Strong understanding of ERP and accounting software platforms like NetSuite, Xero, Acumatica, SAP B1 and other API integrations, with the ability to quickly learn complex solutions.
- Proven experience managing projects from start to finish, including cross-team coordination and proper documentation.
- Exceptional ability to convey technical concepts to non-technical audiences, both verbally and in writing.
- Skilled in identifying and solving client challenges through tailored solutions.
- Thrives in dynamic environments, managing multiple priorities with ease.
- Background in accounts receivable automation or financial software.
- Experience developing or assisting with client training materials.
- Track record of ensuring high client satisfaction and adoption of solutions.
Collaborative, innovative thinker, detail-oriented, client-focused, proactive.
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