Pre-Sales Accountant
Pre-Sales Accountant
Sydney | Hybrid; 3 days onsite
If you’re an accountant who secretly lights up when you get to explain something, solve something, or help someone finally “get it”… then this opportunity might feel like stepping into the role you didn’t know you were built for.
One of our clients, a respected business software company, is looking for an enthusiastic accountant who’s ready to move away from traditional practice work and into a customer-facing pre-sales role; think tech-enabled problem solving, career growth galore, and a team that genuinely invests in your development.
Why this is a rare gem
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Full, structured training; no “sink or swim” here; you’ll be taught exactly how to run effective discovery, demos and solution conversations
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Supportive environment; no wild, unreachable targets; the sales team holds the number, you simply enable their success
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Huge progression; with strong induction, shadowing, AI tools, demo software and pre-sales training (Asana), you’ll grow rapidly; most people are confidently demoing by month three
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A manager who loves training; they have built a clear process, and will nvest the time to shape you into a standout pre-sales consultant
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Clear path out of traditional practice; perfect for someone doing tax returns and advisory who wants to finally shift into a more commercial, customer-facing role
What you’ll be doing
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Work closely with small to mid-sized accounting clients (10-100 users) to understand their challenges and show how the software solves them
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Run discovery conversations, demos and solution walk-throughs; no coding, no deep technical work
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Collaborate with sales, support the accounting portfolio and partner with another pre-sales consultant already in the team
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Teach customers how the tools fit into their workflow; yes, you’ll become “the person who finally makes software make sense”
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Occasionally travel interstate (about once a month) for training or client visits
Who this suits
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A CA, CPA or tax-qualified accounting professional with a background in practice (not AP/AR, not audit); someone who’s been doing tax returns or advisory and is ready to diversify
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A curious, energetic person who enjoys learning new tools and wants a career path with serious upward mobility
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Someone who communicates confidently with stakeholders, including C-Suite; if you enjoy explaining concepts, you’ll thrive
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A self-starter; you enjoy being coached but don’t need hand-holding
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Personable, enthusiastic, resilient and genuinely excited by helping customers
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Bonus points if you can drive; some client site visits will be required
Culture & Support
You’ll join a collaborative team; no ego, no pressure-cooker sales environment. Targets on the pre-sales side are achievable; your purpose is to support, guide and demonstrate value; not cold-call your way into stress. Expect video resources, conversation intelligence tools, shadowing opportunities and a manager with eight direct reports who knows exactly how to bring out your best.
If you’re ready to swap long compliance seasons for a customer-focused role with training, variety and progression, this is your chance to build a new career chapter without losing your accounting edge.