Solution Architect (Data & Insights) – EPM Solutions
About Codestone
At Codestone, we’re not just part of the AI + Cloud movement – we’re leading it.
As Europe’s trusted business transformation partner, we deliver powerhouse advisory and consultancy services spanning ERP, EPM, and analytics business applications, cybersecurity, infrastructure, modern work, and UK’s Top 50 application and IT managed services. Backed by FPE Capital, we’re scaling fast while staying true to our people-/client-first spirit.
About the role
We 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.
Your day-to-day will include:
- Complete Request for Information / Request for Proposal Documents
- Travel to customer sites
- Run discovery sessions (remote & on-site)
- Prepare demonstration data and demo scripts
- Perform demonstrations (on-site or remote)
- Run Pre-sales Checklist calls (on-site or remote)
- Complete Pre-sales Checklists
- Complete scope text
- Assist other line of business pre-sales to determine requirements (CaMs and Cloud ERP)
- Complete existing customer strategic reviews (on-site or remote)
- Pre-sales for existing customer larger projects e.g. full re-implementation
You will bring these key competencies to the role:
- Decision Making: Make informed decisions to address customer requirements and project scope, balancing technical feasibility with business objectives.
- Adaptability: Adjust to changing customer needs and project dynamics, adapting methods and approaches as necessary to achieve successful outcomes.
- Commerciality: Focus on delivering solutions that are not only technically sound but also commercially viable, ensuring value for both the client and the company.
- Communication: Demonstrate clear, concise communication in all aspects of the role, from client interactions to documentation, ensuring alignment and understanding.
- Independent Working: Work autonomously in managing pre-sales activities, including scoping, costing, and discovery, while maintaining effective communication and alignment with the team.
- Collaboration and Teamwork: Collaborate with internal stakeholders and cross-functional teams to ensure comprehensive solutions and smooth transitions from pre-sales to implementation.
- Problem Solving: Apply problem-solving skills to identify and resolve challenges during the pre-sales phase, ensuring customer satisfaction and alignment.
- Time Management: Manage multiple tasks and deadlines, ensuring timely completion of client proposals, demos, and other pre-sales activities.
- Resilience: Demonstrate resilience in managing client interactions and addressing challenges, maintaining a positive attitude and focus on solutions.
- Emotional Intelligence: Build strong relationships with clients and internal teams by demonstrating empathy, self-awareness, and effective interpersonal skills.
- Creativity: Use creative thinking to design tailored solutions and presentations, addressing client-specific challenges and needs in innovative ways.
Experience Required:
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.
- Growth Mindset
- Consultancy / delivery experience in EPM solutions; ideally SAP and/or CCH Tagetik
- Accounting qualification (essential)
- A strong understanding of finance
- Pre-sales/Solution Architect & Consultative selling experience
- Travel to on-site prospect meetings as required
- UK Driving License essential
Culture Matters: THRIVE
Culture is the unique and beating heart of Codestone, shaping every interaction, decision, and achievement. Our THRIVE principles guide everything we do:
- Talent: Join a community that recognises and nurtures your unique abilities
- Hearts: Experience genuine empathy and trust in every interaction
- Responsibility: Own your impact and shape positive outcomes
- Innovation: Be part of a team where forward-thinking is our superpower
- Value: Create exceptional impact for our clients and each other
- Excellence: Push boundaries and set new standards in everything we do
About the Benefits
Be part of a global team that’s making a real difference in how businesses transform and succeed. We believe in working hard while having fun, and we genuinely value every team member’s unique contribution to our story.
- From 25 days holiday (plus Bank Holidays) (rising by 1 day after 1 years’ service to a maximum of 28 days)
- Contributory company pension scheme
- A volunteering day each year to support your local community
- Training, learning & development opportunities (customer specific and general courses)
- Casual dress code
- Cycle to Work Salary Sacrifice Scheme
- EV Salary Sacrifice Scheme
- Recruitment and customer bonus referral scheme
- Annual company charity music festival
- Life assurance x 3
- Employee Assist Programme
- Virtual GP
- Extended maternity and paternity leave
- And many more!
Sounds good? If you’re interested in starting or continuing your career journey with Codestone, simply apply on this link.
At Codestone, we are committed to fostering a diverse and inclusive workplace where all employees are treated with respect and dignity. We believe that diversity enriches our work environment, fosters innovation, and drives better outcomes for our customers and communities.
If you are a person with disabilities and require reasonable adjustments to be made to make your application or to attend interview, please contact sarah.lay@codestone.com
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