About the Role

Codestone are looking for a Solution Architect to design and oversee the implementation of EPM solutions, ensuring they deliver transformative value for clients. This role is pivotal in the pre-sales phase, identifying customer needs, defining project scopes, and presenting tailored solutions to drive efficiency and process improvement.

You will collaborate closely with Business Development and Account Management, leading product demos, proof of concepts, and technical presentations while articulating the value proposition to senior stakeholders, including CFOs and Heads of Finance. As a trusted advisor, you will help shape customer strategy, ensuring alignment with business goals and ongoing benefit realisation.

Additionally, you will maintain strong relationships with vendors and internal teams, staying ahead of product developments, regulatory changes, and best practices to support successful project delivery.

Your day-to-day will include:

New Business Pre-sales duties:
o Complete Request for Information / Request for Proposal Documents
o Travel to customer sites
o Run discovery sessions (remote & on-site)
o Prepare demonstration data and demo scripts
o Perform demonstrations (on-site or remote)
o Run Pre-sales Checklist calls (on-site or remote)
o Complete Pre-sales Checklists
o Complete scope text
o Assist other line of business pre-sales to determine requirements (CaMs and Cloud ERP)
o Complete existing customer strategic reviews (on-site or remote)
o Pre-sales for existing customer larger projects e.g. full re-implementation

Your Experience

This role is ideal for a candidate with strong financial knowledge, technical expertise in EPM systems, and a consultative approach to help shape new business processes and support ongoing client growth.

• Consultancy / delivery experience in Enterprise Performance Management (EPM) solutions; ideally SAP and/or CCH Tagetik
• Accounting qualification (essential), with a solid understanding of core finance processes and business performance drivers
• Excellent communication and presentation skills, with the ability to engage and influence stakeholders at all levels
• Demonstrates a growth mindset with a proactive approach to continuous learning and improvement

You will bring these key competencies to the role:

Client Focus – Build trusted relationships through empathy, professionalism, and a consultative approach.

Commercial Awareness – Design solutions that balance technical fit with business value and commercial viability.

Problem Solving – Analyse complex requirements and develop practical, value-driven solutions.

Clear Communication – Convey ideas effectively to clients and internal teams, ensuring alignment and clarity.

Ownership – Work independently to manage pre-sales activities while maintaining team coordination.

Collaboration – Partner effectively with cross-functional teams to deliver joined-up, client-focused solutions.

Adaptability – Adjust approach based on client needs, priorities, and project dynamics.

Innovation – Tailor creative solutions to meet specific client challenges.

Time Management – Prioritise multiple engagements to meet deadlines and maintain high standards.

Resilience – Stay focused and positive under pressure, managing setbacks constructively.