Presales -finance and Accounting Sme

A category-leading, VC-backed AI startup on an exponential growth trajectory, E42 is a no-code enterprise Cognitive Process Automation (CPA) platform to spawn AI co-workers with human-like cognitive abilities that automate processes across enterprise functions and verticals. We have 50+ marquee enterprise customers across the globe, including Fortune 500 companies like Accenture, Tata Communications, Mahindra and Mahindra that have deployed these AI co-workers to automate processes across finance, HR, marketing, customer care, to name a few.

With a wide moat in the Cognitive Process Automation space, the platform helps enterprises become intelligent one AI co-worker at a time while propelling E42 as a global leader.

E42.ai is a NASSCOM Deep Tech member and has been featured in IDC and Gartner reports, as well as awarded by most of its partners like Microsoft, Oracle, SAP, NVIDIA, and the likes.

If you see yourself in a role that can help large enterprises that have already ‘hired’ an AI co-worker built on the E42 platform to calibrate their AI roadmap, automate other processes, and eventually construct an ‘intelligent enterprise’, this opportunity is designed for you.

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**Presales -Finance and Accounting SME**:
**Position: Permanent**

**Role: Presales—Finance and Accounting**

**Experience: 8 to 10 years**

**Roles and responsibilities**:

- Conduct detailed discussions with clients to understand their F&A processes, challenges, and automation needs.
- Present and demonstrate the capabilities of the E42 platform to potential clients, specifically focusing on F&A automation solutions
- Analyse client requirements and design customized automation solutions for their F&A processes.
- Develop and present solution proposals, including ROI analysis and implementation roadmaps.
- Provide technical guidance and support to the sales team during the presales process.
- Collaborate with the product and engineering teams to ensure proposed solutions are feasible and align with the platform’s capabilities.
- Create detailed solution documentation, including functional and technical specifications.
- Prepare and deliver high-quality proposals, presentations, and proof of concepts (POCs) to clients.
- Gather feedback from clients and market trends to inform product enhancements and new feature development.
- Stay updated on the latest trends and advancements in F&A automation at large corporates and BPMs/Shared services and cognitive process automation, especially on e-invoices, GST/VAT etc.
- Develop training materials and user guides to facilitate knowledge transfer.

**Skills and Experience Required**:

- Knowledge and Experience in Finance & Accounts and finance operations having worked in Knowledge Process Outstanding, Global capability centres, shared services centres, captives. Business and process transformation experience focused on F&A will be preferred.
- In-depth knowledge of finance and accounting processes, including accounts payable, accounts receivable, general ledger, financial reporting, and auditing.
- Working knowledge on industry-standard F&A software and ERP systems (e.g., SAP, Oracle, QuickBooks).
- Proven understanding and experience of end-to-end AP/AR/GL processes, tools and how automation enables Straight thru processing
- Ability to analyze complex F&A processes and identify opportunities for automation and efficiency improvements.
- Strong problem-solving skills to address client-specific challenges and requirements.
- Excellent verbal and written communication skills for engaging with clients and internal teams.
- Ability to build strong relationships with clients and understand their needs and expectations.
- Willingness to continuously learn about new technologies and industry trends.
- Ability to adapt to changing client requirements and market conditions.

**Good to have**:

- Understanding of cognitive process automation technologies, including AI, machine learning, RPA (Robotic Process Automation), and data analytics.
- Familiarity with ERP API documentation.
- Experience in presales roles, particularly in solutioning and presenting to clients.
- Strong skills in crafting compelling proposals, presentations, and POCs.
- Ability to coordinate with cross-functional teams and manage client expectations throughout the presales process.