Pre-Sales Solutions Consultant – Workday Adaptive Planning

Revelwood is an analytics technology company experiencing major growth in 2025 and looking to expand its technical sales team with a Pre-Sales consultant. If you’re passionate about the intersection of finance and technology, have significant experience in pre-sales for FP&A or ERP solutions and a customer-centric approach to help prospects understand how Workday Adaptive Planning can transform their business, this may be the perfect role for you. You will focus on delivering compelling demonstrations, articulating the value of Workday Adaptive Planning, and addressing customer needs to drive sales.

Our success as an award-winning Workday Adaptive Planning Platinum Partner is driving the need to grow our Pre-Sales team to demonstrate, scope and evangelize these solutions. We want someone who can partner with both the Revelwood and partner sales teams to win over the hearts and minds of our prospect audience.

If you have drive and desire and want to be part of a growing and exciting time at our company, we would like to speak to you as soon as possible. Please submit your resume today!

Oh, and one other thing. Our culture and Core Values are critical to who we are…check out our Core Values here and make sure you are a fit.

Responsibilities:

• Collaborate with the sales team to identify customer requirements and tailor Workday Adaptive Planning solutions to meet their needs.
• Conduct engaging product demonstrations and presentations, showcasing the capabilities and benefits of Workday Adaptive Planning.
• Translate complex technical and financial concepts into clear, business-oriented value propositions for diverse stakeholders, including CFOs, finance teams, and IT leaders.
• Provide pre-sales support, including responding to RFPs, creating proof-of-concepts, and addressing technical and functional inquiries.
• Partner with implementation teams to ensure a seamless transition from pre-sales to post-sales.
• Stay current on industry trends, competitive landscape, and advancements in FP&A and ERP solutions to position Workday Adaptive Planning effectively.
• Contribute to the development of sales collateral, including whitepapers, case studies, and demo scripts.
• Build and maintain strong relationships with prospects, customers, and internal teams to drive successful sales outcomes.
• Lead scoping calls, formulate level of services effort and present proposed solution.
• Report directly to the VP of Sales, Americas.

Qualifications:

• Minimum 3 years of experience in pre-sales for FP&A or ERP solutions, with a strong preference for experience with Workday Adaptive Planning or similar platforms (e.g., Planful, Anaplan, Pigment, Prophix, Vena).
• Proven track record of delivering impactful product demonstrations and closing deals in a pre-sales capacity.
• Deep understanding of financial planning, budgeting, forecasting, and reporting processes.
• Exceptional presentation and communication skills, with the ability to engage both technical and non-technical audiences.
• Ability to work collaboratively in a fast-paced, team-oriented environment.
• Strong problem-solving skills and a customer-first mindset.
• Bachelor’s degree in Finance, Business, Information Technology, or a related field; advanced degree or certifications (e.g., CPA, CFA) a plus.
• Willingness to travel as needed to meet with prospects and attend industry events.

Why Revelwood?

• Our focus on culture and core values.
• Being part of a leading organization delivering cutting-edge financial planning solutions.
• Opportunity to work with a collaborative team passionate about driving customer success.
• Competitive salary, benefits, and opportunities for career growth.
• Engagement with top-tier clients and help shape the future of financial transformation.

Are you our next Revelwoodian?

Submit a cover letter telling us why you are perfect for the position. Resumes without cover letters will not be considered.