Job Description

Pre-Sales & Implementation Specialist

n

About us

n

Founded in Sydney in 2014, ezyCollect by Sidetrade is Australia's leading Order-to-Cash platform for small and mid-sized businesses. We automate credit management, collections, and payments, taking the manual work out of getting paid. Our 1,500+ customers manage A$19 billion in receivables through the platform, typically cutting late payments by 40% and bad debt by 80% within three months.

n

Now part of global AI leader Sidetrade, we're scaling our reach across three continents, bringing enterprise-grade technology to the mid-market while staying true to our Sydney roots. Australian innovation. Global ambition.

n

Why this role exists

n

Every new client brings a different set of accounts receivable problems, systems, and ways of working. We need someone who can sit with a prospective client, work out exactly what they need, and turn that into a solution that gets built, tested, and delivered without losing anything in translation.

n

You'll be the bridge between technical solutions and client success: partnering with Sales pre-deal, then owning the implementation once the deal is signed, all the way through to a client who's fully trained and getting value from the platform.

n

This is a full-time permanent position.

n

Your team

n

You'll work closely with Account Executives across Australia, the US and the UK (time zones can vary), and with Customer Success and Product teams on delivery. You'll report to our CRO.

n

Key responsibilities

n

Pre-sales

n

n
- Partner with Account Executives globally to understand prospective clients' accounts receivable challenges, and translate them into transparent requirements.
n
- Analyse client business processes, accounts receivable workflows and system requirements to identify opportunities for system optimisation and automation.
n
- Lead tailored, technical product demos showing how ezyCollect can be configured and integrated with clients' accounting or ERP systems.
n

n





Implementation

n

n
- Document business and functional requirements, and solution specifications.
n
- Own end-to-end implementation, working with Customer Success (CSMs and TCS) and Product to deliver solutions tailored to client needs.
n
- Build and run test plans to make sure what gets delivered actually works before it goes live.
n
- Analyse business requirements and assess custom feature requests to determine feasibility, business value and alignment with product strategy.
n

n

Training and support

n

n
- Prepare and run client training sessions so clients fully leverage ezyCollect for their business needs.
n
- Create clear user and training documentation.
n

n

Feedback and improvement

n

n
- Act as the voice of the client, feeding actionable insights back to Product and Customer Success to improve ezyCollect's offering.
n

n

About you

n

Must-haves

n

n
- Bachelor's degree in Informations Systems, Information Technology, Computer Science or a related field, or equivalent relevant industry experience in business analysis, software implementation, ERP integration or solution consulting.
n
- Strong understanding of ERP and accounting software platforms like NetSuite, Xero, Acumatica, SAP B1 and other API integrations, with the ability to quickly learn complex solutions.
n
- Proven experience managing projects from start to finish, including cross-team coordination and proper documentation.
n
- Exceptional ability to convey technical concepts to non-technical audiences, both verbally and in writing.
n
- Skilled in identifying and solving client challenges through tailored solutions.
n
- Thrives in dynamic environments, managing multiple priorities with ease.
n

n

Desirables

n

n
- Background in accounts receivable automation or financial software.
n
- Experience developing or assisting with client training materials.
n
- Track record of ensuring high client satisfaction and adoption of solutions.
n

n

Traits we value

n

Collaborative, innovative thinker, detail-oriented, client-focused, proactive.

📌 Pre-Sales & Implementation Specialist (New South Wales)
🏢 ezyCollect by Sidetrade
📍 New South Wales