Solutions Consultant (Pre-Sales)
Hello!
Thanks for clicking through to apply: we look forward to hearing from you. Please note that while this is a remote first role we can only consider applicants who are based in (and who have the right to work in) the UK or Republic of Ireland.
Before you complete your application, please take a look at our careers page, where you will find lots of information on the hiring process and some tips for completing your application. Our website also provides information on our mission, vision and values and more about the great work we do in 1Team!
The Solutions Consultant (Pre-Sales) is a specialist role within Synergy Learning, combining deep platform knowledge with commercial awareness to help us win the right work. You will work alongside Business Development Managers on qualified opportunities, shaping solutions, strengthening discovery and delivering relevant demonstrations across Moodle LMS, Moodle Workplace and Totara.
This is not a pure demo role. You will be expected to shape solutions, challenge where needed and play a real part in how we win work. The role plays a key part in improving win rates, making sure what we propose fits the need and can actually be delivered.
If a positive and inclusive culture with the incredible flexibility that remote first working brings appeals to you, we just might be exactly what you are searching for!
Expected Process & Timeline
- Closing date: 24th June at 12noon. Shortlisting completed by 26th June
- Interviews: w/c 28th June
Key Responsibilities
Opportunity support and solution shaping
- Work alongside Business Development Managers on qualified opportunities to build a clear understanding of customer needs and context
- Lead structured discovery to understand what is driving the opportunity, how decisions will be made and what success looks like
- Translate customer needs into clear, practical solution approaches across Moodle LMS, Moodle Workplace and Totara
- Advise on platform fit and structure based on use case, constraints and scale, proposing practical ways to meet requirements where possible
- Spot risks, gaps or misalignment early and deal with them clearly
- Keep one eye on customer needs and the other on what makes sense commercially
Demonstrations and platform expertise
- Design and deliver tailored demonstrations aligned to the customer’s use case and priorities
- Configure demo environments or example content where needed
- Explain platform capabilities clearly to both technical and non-technical audiences
- Be clear on limitations while proposing practical alternatives and setting realistic expectations
- Maintain strong, current knowledge of Moodle LMS, Moodle Workplace and Totara
Discovery and sales collaboration
- Support and develop Business Development Managers in preparing for discovery calls, demos and key meetings
- Work closely with the Consultancy Circle to validate and refine solution approaches
- Contribute to discovery sessions where deeper platform or structural input is needed
- Work with the Sales Circle to shape the deal approach and next steps
- Make sure there is a clear understanding of what is being proposed before moving forward
- Review the pipeline with the Sales Manager to identify where to add value
- Play an active role in shaping deal strategy so solutions progress and close
Tendering and proposal support
- Contribute to tender responses, shaping solution design and technical responses
- Clearly articulate how the proposed solution meets requirements
- Keep proposals, demos and messaging consistent
- Provide input into scope, assumptions and effort to support a sound proposal
Alignment with delivery
- Work with Consultancy and Project Management Circles to make sure proposed solutions are deliverable
- Ensure key assumptions, constraints and risks are understood before the deal close
- Support handover into delivery with a clear context on what has been sold
- Provide clarification on solution intent during delivery, where needed, to keep things aligned
Market awareness and development
- Stay aware of developments in the learning technology market and competitor positioning
- Understand where our platforms are strong and where expectations need to be managed
- Continue developing knowledge of platform capabilities, use cases and emerging features
Professional development & networking:
- Proactively seek out training opportunities, workshops, or seminars to elevate skills, knowledge, or industry insights relevant to your aspirations.
- Attend industry events, conferences, or webinars to expand professional networks, learn from peers, and keep a pulse on SME challenges and opportunities.
- Actively participate in our performance enablement programme through positive engagement in 1:1s, the acquisition of skills and the achievement of agreed goals.
Essential Criteria - You must have:
- Residency, along with the right to work in UK or Ireland
- Expert knowledge of learning platforms, ideally including Moodle LMS, Moodle Workplace and/or Totara
- Proven experience in a pre-sales, consultancy or solution-focused role within a B2B environment (minimum 2 years in a relevant role)
- Proven experience leading discovery and shaping solution approaches based on customer requirements
- Experience delivering tailored demonstrations to a range of audiences
Valuable Experience - We would love you to have:
- Hands-on experience with Moodle LMS, Moodle Workplace or Totara in a customer-facing context
- Experience supporting complex or multi-stakeholder sales cycles
- Exposure to LMS implementations, integrations or migrations
- Experience contributing to tenders or formal proposals
- Familiarity with CRM tools such as HubSpot CRM
- Familiarity with tools such as Jira or similar for tracking and collaboration
We are looking for someone who:
- Can confidently lead customer-facing demonstrations and discussions with a range of stakeholders
- Demonstrates strong written and verbal communication skills, and is able to explain technical concepts clearly
- Is comfortable working with ambiguity and bringing structure when things are not fully defined
- Can develop & communicate clear, practical solutions based on customer needs
- Is comfortable working alongside sales teams while maintaining focus on solution quality and deliverability
- Is comfortable challenging constructively where needed, with clear alternatives
- Is organised and able to manage multiple opportunities without losing momentum
- Understands the balance between commercial goals and delivery feasibility
- Aligns with Synergy Learning’s mission, vision and values, and is keen to contribute to our 1Team culture
- Will co-locate for onboarding and collaboration purposes from time-to-time.
- Has a hunger for learning and a demonstrable track record of engaging with continuous professional development or experiential learning.
- Can work independently, yet also team-orientated.
- Brings experience of working effectively in a remote environment while maintaining visibility and collaboration
Relationships & Reporting:
- Reports to - Lead Consultant
- Internal Collaboration - Works closely with the Sales Circle on active opportunities and with Consultancy and Project Management Circles to ensure alignment between sales and delivery.
- External Relationships - Engages with prospective customers during discovery, demonstrations and tender processes as a credible platform and solution expert.