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財(cái)務(wù)高級(jí)售前顧問(wèn)崗位職責(zé)描述崗位要求

2024-07-29 閱讀 9537

職位描述

職責(zé)描述:

1、幫助銷售序列與客戶進(jìn)行直接溝通,憑借專業(yè)的行業(yè)知識(shí)和管理知識(shí),為客戶提供針對(duì)性信息化解決方案;

2、負(fù)責(zé)項(xiàng)目售前階段的需求溝通、方案設(shè)計(jì)呈現(xiàn)、產(chǎn)品DEMO、工作說(shuō)明書(shū)編寫以及項(xiàng)目風(fēng)險(xiǎn)評(píng)估;

3、負(fù)責(zé)項(xiàng)目溝通與調(diào)研,撰寫項(xiàng)目報(bào)告,制作項(xiàng)目方案;

4、輔助培訓(xùn):作為講師參加公司組織的內(nèi)部培訓(xùn),講解售前知識(shí)。

崗位要求

1、大學(xué)專科以上學(xué)歷,良好的專業(yè)形象;

2、有過(guò)5年以上、5個(gè)項(xiàng)目以上大中型財(cái)務(wù)領(lǐng)域ERP實(shí)施或售前經(jīng)驗(yàn);具備豐富的項(xiàng)目支持經(jīng)驗(yàn)和項(xiàng)目管控能力;

3、良好的溝通能力:邏輯清晰、表達(dá)重點(diǎn)突出,具備優(yōu)秀的演講能力,能熟練使用PPT;

4、善于探索客戶問(wèn)題,善于向客戶學(xué)習(xí),洞察客戶心理;

5、優(yōu)秀的方案撰寫能力:結(jié)構(gòu)清晰合理、重點(diǎn)突出,文字深入淺出,可讀性強(qiáng);

6、客戶至上的精神,較強(qiáng)的抗壓力,踏實(shí)認(rèn)真的工作態(tài)度,為客戶創(chuàng)造價(jià)值。

【薪資福利】

1、薪資結(jié)構(gòu):基本工資+崗位工資+項(xiàng)目獎(jiǎng)金

2、調(diào)薪:每年1-2次調(diào)薪機(jī)會(huì)

3、法定福利:五險(xiǎn)一金(養(yǎng)老保險(xiǎn)、醫(yī)療保險(xiǎn)、生育保險(xiǎn)、失業(yè)保險(xiǎn)、工傷保險(xiǎn)、住房公積金)

4、補(bǔ)充福利:

A、員工關(guān)懷類:節(jié)日禮金、生日賀禮、特殊員工慰問(wèn)、高溫補(bǔ)貼、中餐補(bǔ)貼、交通通訊補(bǔ)貼、員工集體活動(dòng)(包括部門旅游、全員旅游、員工運(yùn)動(dòng)會(huì)、單身交友活動(dòng)、親子活動(dòng)、各項(xiàng)體育俱樂(lè)部活動(dòng)等)

B、身心保健類:年度體檢/補(bǔ)充商業(yè)保險(xiǎn);

5、工作時(shí)間:

A、做五休二;

B、享受國(guó)家法定節(jié)假日休假(元旦、春節(jié)、清明、五一、十一、端午節(jié)、中秋節(jié)等);

C、帶薪年休假;

【培訓(xùn)體系】

1、給每位員工提供完善系統(tǒng)的培訓(xùn)項(xiàng)目,包括新員工融入培訓(xùn)、產(chǎn)品知識(shí)培訓(xùn)、行業(yè)知識(shí)培訓(xùn)、網(wǎng)上培訓(xùn)、在職學(xué)習(xí)教育資助、職業(yè)指導(dǎo)等;

2、導(dǎo)師制度,實(shí)行一帶一的方式,幫助每位員工盡快提升專業(yè)知識(shí)和技能;

職位要求

篇2:SAP財(cái)務(wù)項(xiàng)目售前顧問(wèn)崗位職責(zé)要求

職位描述

KeyAreasofResponsibilityandTasks

ThePresalespossessesadvanced/expertlevelknowledgeofSAPandpartnersoftwaresolutionsandparticipatesinsalescyclesasamemberofthevirtualaccountteaminsupportofthesalesaccountstrategy.

APresalesExpertinteractswithprospectivecustomersthroughexecutivemeetings,discoveryconversations,solutiondemonstrations,executivepresentationsandfollow-updiscussions.ThePrimaryroleofthePresalesSeniorSpecialistduringanactivesalescycleistogainacceptancefromthecustomerthatSAPsolutioncansolvethecustomer’sproblemandistherightchoiceovertheothercompetitiveofferings.DuringthesecyclestheyoftentakeontheroleofaSolutionCaptain.Inadditiontodealsupport,aPresalesSeniorSpecialistcollaborateswithsalesandIVEteamstoplanandexecutebusinessdevelopmentstrategiesthroughtheuseofDesignThinkingtoolsandtechniques.

DealSupport:

?ComposeanddeliversuperiorsalespresentationscoveringSAPandpartnersoftwaresolutionstoprospectivecustomeraudiences.Thepresentationsmustarticulatethesalesmessage,differentiateSAP,andleaveastrongandpositiveimpressiontoaudienceswhichcanincludeseniorcompanyexecutives.

?Prepareanddelivervalue-basedsoftwaredemonstrations/presentationsinsupportofsalescycles.Preparationincludespersonalizationofmaterialstoensuredeliveryofasimple,appealingandcompellingcustomerpresentation.

?Inadvanceofademonstrationorkeypresentation,conductdiscoverysessionswithrepresentativesfromtheprospectivecustomerinordertobuildrelationshipswiththecustomerandunderstandtheiruniqueneeds.

?DemonstratedeepknowledgeofSAPsolutionsandappropriateindustriesinordertomaintaincredibilitywithprospectivecustomers.Provideproofpointswithrelevantcustomerstories.

?SupportRFxcompletioninsupportofcustomerproposals.

?Abilitytoeffectivelypresenttocustomers“remotely”usingvirtualtechnologies(SAPVirtualStudioandAdobeConnect).

?Providelimitedpost-salesupporttokeycustomersprimarilytotheproject/implementationteamtoensureasmoothtransition.

?AbletoleadasaSolutionCaptainwhendealsrequirecomplexsolutionsandrequiremultiplepresalesparticipatestosupportasuccessfulcustomerpresentationordemo.

?Effectivelyleveragesupportteamswhoaretheretosupportpresalessuccess.(Global/RegionalSolutionSpecialists,CoE,IVE,SolutionHuBs,DealAdvisors,SolutionExperience,ProductManagement).

DemandGeneration

?Supportone-to-manysalesandmarketingeventsbothon-siteandremotely.

?Lead&supportDesignThinkingworkshopstopromotenewandinnovativesolutionsforcustomersandprospects.

?Collaboratewiththesalesteamtoidentifywhitespaceopportunitiesataccounts.

SalesReadiness

?Developcloserelationshipswithsalesteamsinordertopromoteeffectivesalesmethodologies

?Participateindemosystemdesignandplanningandassistinconfigurationifneeded.Participateinnewproductreleaseinputandtestingandtrainingofpeers.

?ServeasachampionfororparticipateasaleaderinSolutionHubsandprovideknowledgetransfertocolleaguesasneeded.

Experience&LanguageRequirements

?10+yearsofpresalesexperience

?10+yearsofsolutionspecialist(orequivalentcustomerfacing)experienceinareasappropriatetothejob

?Demonstrates5-7successfulengagementsleadingsmallteamsonsmall-mid-sizeddeals

?Expertknowledge/expertiseonendtoendprocesses/solutionmatching

?Experienceinsalesandsalesprocesses

?ExcellentpresentationandcommunicationskillsEnglish:proficient

Businesslevellocallanguage:expert

篇3:售前顧問(wèn)(集團(tuán)財(cái)務(wù)方向)崗位職責(zé)要求

職位描述

職責(zé)描述:

1、負(fù)責(zé)集團(tuán)財(cái)務(wù)類項(xiàng)目的售前咨詢工作,包括但不限于高層拜訪、產(chǎn)品調(diào)研及演示,方案撰寫及講解、技術(shù)談判等,向客戶傳遞方案價(jià)值和服務(wù)信心。

2、配合客戶經(jīng)理推進(jìn)銷售進(jìn)程,協(xié)同簽單,達(dá)成業(yè)績(jī)目標(biāo)。

3、為營(yíng)銷提供營(yíng)銷工具,配合營(yíng)銷和交付團(tuán)隊(duì)降低項(xiàng)目銷售和實(shí)施風(fēng)險(xiǎn)。

4、完善行業(yè)方案及產(chǎn)品規(guī)劃、樣板客戶案例以及企業(yè)管理模式和業(yè)務(wù)模式的總結(jié)提煉。

5、把握技術(shù)前沿,洞察市場(chǎng)趨勢(shì)、分析同業(yè)產(chǎn)品及競(jìng)爭(zhēng)態(tài)勢(shì),輸出分析報(bào)告并進(jìn)行。

職位要求

1、本科及以上學(xué)歷,財(cái)會(huì)、信息管理、計(jì)算機(jī)等相關(guān)專業(yè)。

2、5年以上ERP售前顧問(wèn)、ERP實(shí)施顧問(wèn)、管理咨詢顧問(wèn)(集團(tuán)財(cái)務(wù)方向)或集團(tuán)企業(yè)財(cái)務(wù)管理相關(guān)工作經(jīng)驗(yàn),能夠獨(dú)立主導(dǎo)百萬(wàn)級(jí)的售前項(xiàng)目。

3、熟悉各種集團(tuán)管控模式和特點(diǎn),精通集團(tuán)財(cái)務(wù)專業(yè)領(lǐng)域,(以下各領(lǐng)域,精通1-2個(gè),了解其它,根據(jù)具體崗位需求而定:各種集團(tuán)資金管控模式和流程,集團(tuán)財(cái)務(wù)共享的原理和模型,集團(tuán)合并報(bào)表原理和業(yè)務(wù)流程,集團(tuán)全面預(yù)算管理原理和流程,對(duì)預(yù)算編制、管控、分析有深刻理解),了解ERP相關(guān)模塊的業(yè)務(wù)流程,有IT規(guī)劃能力。

4、優(yōu)秀的溝通、寫作、學(xué)習(xí)思考、邏輯思維及總結(jié)提煉能力,具備強(qiáng)烈的成就導(dǎo)向和團(tuán)隊(duì)合作意識(shí),富有責(zé)任感和創(chuàng)新精神。

5、有CPA、CMA、PMP等證書(shū)者優(yōu)先。