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Finance Build Consultant (Embridge Consulting)
We are looking for an individual with a Finance background who has an IT focus and would relish the challenge of joining our Finance Professional Service Consulting team. The successful candidate in this role will work with the Consultant Team Lead and customers across all of the configuration stages of the implementations. This will include supporting system design workshops, build specialist consultancy, providing advice and guidance on best practice configured solutions and business process, ultimately ensuring the client achieves the optimum solution to meet their business objectives.
Our team are chosen for their knowledge and expertise, and also for their approach and ethos. We help our customers achieve their strategic digital goals, ensuring better digital solutions are realised and our customers see increased positive impacts in organisations.
We believe that digital technology can be a power for good. The way we can contribute to that greater positive change is by ensuring our customers have a reliable, dependable, knowledgeable, and empathetic team of experts behind them, supporting them as they take steps on their road to digital empowerment.
We are an open equal opportunities employer who holds Disability Confident Employer accreditation. We are looking for skill, capability, and the right mindset of positivity, creativity and a sustained endeavour for brilliance and collaborative achievement.
At Embridge, our team works hard to make us the provider of choice for our customers. It’s that synchronised ambition for excellence which makes Embridge Consulting the UK’s leading people first business transformation consultancy to work for and to choose as a service provider. We promote accountability within a supportive and safe environment. Our team are selected for their skills and experience and for their style of approach and engagement with others.
Our Finance Build Consultants will:
- Configure the ERP solution in line with documented and approved design specification, alignment workbooks, build plans and other supporting documentation.
- Participate in customer workshops when needed in relation to their system design. Analyse requirements and proposed business processes, translating these into a documented Solution Design, using Embridge standards.
- Support implementations providing business sector and application design expertise, working in collaboration with other workstream consultants as required.
- Challenge the design and make recommendations to improve efficiency where improvements can be identified.
- Ensure solutions are kept within the agreed scope of the project, raising possible scope creep to the nominated Project Manager / Lead Consultant.
- Make recommendations relating to business process changes needed to enable the successful implementation of the Unit4 product set.
- Be responsible for the Quality Assurance of configured and tested systems, to ensure that the Solution Design has been implemented as specified.
- Manage client expectations of the proposed solution, document requirements and key decisions for full audit traceability.
- Assist the pre-sales process where required, including new business proposals, demonstrations, and client meetings.
The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by your changing role within the organisation and the overall business objectives of the organisation.
Essential skills
- Demonstrable experience of implementing or supporting Unit4 finance software solutions
- Highly organised with exceptional attention to detail
- Excellent presentation skills, able to deliver to all levels including but not limited to the most senior stakeholders within an organisation / C-level audience
- Ability to build and nurture relationships with customers and colleagues alike
- Good commercial awareness
- Able to travel across the UK as needed, working remotely when required, with occasional overnight stays
emb
Job description
Business Development
Executive
February 2025 | Version 1.0
embridgeconsulting.com
Job description | Business Development Executive
Embridge Consulting (UK) Ltd Page 1
embridgeconsulting.com [QMS No] V1.0
Notices
Whilst every effort has been made to ensure this document is accurate and up to date, the
information is subject to change without notice. Embridge Consulting (UK) Limited assumes
no responsibility for any errors in this documentation.
All brand names, company logos and product names are trademarks or registered
trademarks of their respective owners.
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Copyright © 2022 Embridge Consulting (UK) Ltd
Subject to the express provisions of this notice:
Embridge Consulting (UK) Ltd together with our licensors, own and control all the copyright
and other intellectual property rights of the material herewith; and all the copyright and
other intellectual property rights are reserved.
Copyright licence
You must not: reproduce this content in whole or in part; disclose, divulge, or otherwise
make available to a third party; sell, rent or sub-license; redistribute material from this
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You must not: Use this documentation in any way that is unlawful, illegal, fraudulent, or
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You may only use this documentation for the Company or organisation it was intended for.
Job description | Business Development Executive
Embridge Consulting (UK) Ltd Page 2
embridgeconsulting.com [QMS No] V1.0
1. Role details
Job title: Business Development Executive
Main purpose of job:
The Business Development Executive (BDE) plays a key role in the early
stages of the sales process, focusing on identifying, engaging potential
customers.
Their primary responsibility is to generate and qualify leads, ensuring a
steady pipeline of opportunities for the sales team. By researching target
organisations, understanding their challenges, and initiating conversations,
they will help position our products and services effectively within the UK
Public Sector including Local Government, NHS, NDPB, Blue Light, NFP, HE
and FE. Embridge also attracts customers from outside of these focus
sectors which the BDE would build opportunities with.
A significant part of the role involves outreach through multiple channels,
including email, digital (web + CRM), phone, LinkedIn, and industry events.
Success in this position requires the ability to quickly build rapport with
stakeholders, understand their needs, and assess potential alignment with
our company’s offerings.
Work closely with marketing, they will contribute to lead generation
activities with broader campaigns and provide valuable insights from the
market to help refine messaging and positioning.
Beyond outreach, the BDE will nurture leads over time, maintaining regular
contact, providing relevant insights, and tracking changes in prospect
needs to ensure a timely and effective handover to the sales team. By
managing these relationships, they move potential customers through the
early stages of the buying journey.
Additionally, the role involves gathering intelligence on industry trends,
procurement frameworks, and competitor activity to identify emerging
opportunities. Maintaining accurate records in our CRM system and
ensuring smooth handovers to the sales team are also essential.
The BDE is fundamental in driving new business by securing, nurturing, and
qualifying early-stage opportunities, helping to expand market reach and
accelerate sales growth.
Responsible to: Marketing Manager
Responsible for: N/A
Liaison with:
Leadership Team, Sales, Marketing, Product, Customer Success, internal
staff members and associates across all other departments, client contacts,
suppliers, and partners of the business.
Job description | Business Development Executive
Embridge Consulting (UK) Ltd Page 3
embridgeconsulting.com [QMS No] V1.0
2. Main tasks of the role
Item Description
1. Lead generation & prospecting: Identify potential clients through research, networking,
and industry insights.
2. Lead generation & prospecting: Develop targeted outreach strategies to engage new
prospects.
3. Lead generation & prospecting: Build a database of leads using CRM tools, including
data cleansing and segmentation.
4. Outbound engagement: Conduct cold calls, emails, and LinkedIn outreach to initiate
conversations.
5. Outbound engagement: Nurture and qualify leads based on company needs, budget,
and decision-making process.
6. Outbound engagement: Set up introductory meetings for senior sales or account
teams.
7. Market and competitor research: Monitor industry trends, competitor offerings, and
market changes.
8. Market and competitor research: Identify new opportunities for business expansion
and /or ways to serve existing customers better.
9. Market and competitor research: Gather intelligence on customer pain points and
needs and feedback.
10. Collaboration and handover: Work closely with marketing on lead nurturing campaigns
and webinar/event sign ups.
11. Collaboration and handover: Qualify and pass high-potential leads to the sales team.
12. Collaboration and handover: Provide insights from prospect interactions to refine
messaging and strategy.
13. Performance tracking and reporting: Maintain accurate records of outreach efforts and
lead status.
14. Performance tracking and reporting: Track KPIs such as response rates, meetings
booked, and conversion rates.
15. Performance tracking and reporting: Continuously refine approach based on data
insights and feedback.
The above is not an exhaustive list of duties and you will be expected to perform different tasks as
necessitated by your changing role within the organisation and the overall business objectives of the
organisation.
Job description | Business Development Executive
Embridge Consulting (UK) Ltd Page 4
embridgeconsulting.com [QMS No] V1.0
Please see overleaf for person specification and job description approval and acceptance
3. Person specification
Job title: Business Development Executive
Attributes / Skills / Qualifications / Requirements Essential Desirable
1+ year of business development/lead generation/sales experience.
(preferably in B2B).
✔
Strong research and prospecting skills, with the ability to identify and
engage potential clients. ✔
Bachelor’s degree in a relevant field or relevant experience. ✔
Expertise in connecting and engaging decision-makers across multiple
channels.
✔
Confidence in cold outreach, including calls, emails, and LinkedIn messaging. ✔
Strong presentation and communication skills with high level of attention to
detail. ✔
Strong knowledge of the sales / discovery / qualification process. ✔
Familiarity with CRM systems (preferably Hubspot and Hubspot
automations) and sales pipeline management. ✔
Clear focus on customers, performance, and results. ✔
High level of initiative and responsibility. ✔
Ability to work under pressure, organise and priorities responsibilities. ✔
Competent in the use of IT systems, including but not limited to Excel,
PowerPoint, Word, and social media platforms. ✔
Experience in the technology, SaaS, or consulting industries. ✔
Knowledge of industry trends and challenges relevant to our target markets
(UK Public Sector including Local Government, NHS, NDPB, Blue Light, NFP
HE and FE).
✔
Understanding of procurement frameworks and tendering processes. ✔
Please see overleaf for job description approval and acceptance
Job description | Business Development Executive
Embridge Consulting (UK) Ltd Page 5
embridgeconsulting.com [QMS No] V1.0
4. Approval and acceptance
Job description approved by
(name):
Date:
February 2025
Countersigned by (Manager’s
name)*:
Faye O’Connell
(Please print)
Employee’s name:
(Please print)
Employee’s signature:
Date:
* There may be occasions when the job description will be countersigned by a member of the Senior
Management Team on behalf of the Line Manager.
Project Manager
Employment Type |
Full-time |
Location |
Home Based with travel to customer sites as required |
Closing Date |
31st January 2025 |
Are you a seasoned ERP project management professional, with knowledge of Unit4 software and a passion for customer service, delivering success and exceeding customer expectations?
Embridge are seeking an experienced “hands on” Project Manager to lead and manage ERP implementations for our customers. In this role, you will oversee the planning, execution, and delivery of complex transformation projects, ensuring they are completed on time, within scope, and within budget. Your expertise will be crucial in making a difference and coordinating cross-functional teams, managing stakeholder expectations, and mitigating risks to achieve project goals and exceed customer expectations.
If you thrive in a project environment and have a proven track record of successful ERP project implementations, we want to hear from you!
Role requirements
This is a full-time role for a Project Manager at Embridge Consulting, accountable for exceeding customer expectations, managing the full-implementation lifecycle of ERP implementations and optimising project profitability.
Key responsibilities include:
- Project Ownership: Lead multiple Unit4 ERP projects, managing timelines, budgets, scope, and quality to ensure successful outcomes.
- Governance & Structure: Establish and maintain project governance frameworks, standardising ways of working, tracking financials, business cases, risks, and issues.
- Stakeholder Management: Serve as the primary point of contact for business stakeholders, ensuring alignment and effective communication throughout the project lifecycle.
- PMO Collaboration: Work in partnership with the Project Management Office (PMO) to receive project assignments and drive seamless project execution.
- Continuous Improvement: Help develop and mature PMO functions, incorporating best practices for project management, reporting, and operational processes.
We are Embridge Consulting. We take pride in ourselves and our work. We treat others with respect and dignity. We pursue excellence. We are responsible for our actions, and we let them count.
Key skills and experience will include
- Experience: Minimum of 5 years of experience in project management, with a proven track record of delivering complex IT projects on time, within scope, and budget.
- Software Knowledge: Knowledge of Unit4 software and \ or ERP Business software
- Leadership: Demonstrated ability to lead and manage project teams, fostering a collaborative and productive work environment.
- Communication: Excellent verbal and written communication skills, with the ability to effectively interact with stakeholders at all levels.
- Prince2: Demonstrable understanding of Prince2 method, principles and practices
Partner - Corporate Tax
Hybrid Working - Home Based, Limited Office time in Midlands
£85-100k plus Bonus and excellent & Benefits
Flexible working and Fantastic culture
My client, a leading Midlands based regional Legal practice are looking to recruit an Partner with a specialsiation in Tax to work in a large Corporate team in a huge growth phase. In this role, you will actively drive and facilitaie growth within the corporate team, focussing on the deliverty of the tax element of Corporate Law services, M&A (Mainly sell side), Reoganisations, Share incentives. This is a great opportunity to grow a team..
They are looking for a specialist Tax who ideally has gained 6+ years post qualification experience within a regional, national or city firm. You will will offer experience in a specific sector or area of tax law including mergers and acquisitions, corporate reorganisations, and restructuring.
You will ideally have some management experience to supervise a team, with the technical ability to run and manage your own full caseload of files and be active in marketing and business development to expand this area of work and gain new clients.
Job Responsibilities:
- Collaborating with the team to advise on Tax/Corporate/M&A issues.
- Upholding high standards of service and accuracy across the department.
- Support the development and delivery of a business plan for the team/group by identifying actions to drive profitable growth.
- Ensuring compliance with firm and regulatory standards
- Secure profitable new clients through networking and cross sell opportunities, whilst simultaneously increasing the Firm's profile.
- Create and deliver a pipeline to ensure a continual flow of profitable work for team members.
- Acts to raise firm's profile across Region and in Industry
- Drive a culture of cross selling and support business development activities.
- Ensure the execution of matters for self and the team/group comply with internal policies and procedures to minimise breaches, claims and client dissatisfaction.
- Ensure clients receive accurate, up-to-date legal advice that takes account of their circumstances and represents "value for money".
- Actively drive key projects, ensuring that the targeted deliverables and benefits are achieved.
- Effective use of tools and opportunities (eg 1:1s, PDR) to maximise the strengths and skills of direct reports.
- Provide coaching and training for individuals to maximise talent development.
About you:
- Robust background in Tax/Corporate Law/M&A
- Post qualified with significant experience at Senior Associate level looking for next move to Partner Role.
- Strong commercial acumen with a keen eye for detail.
- Experience of leading teams to achieve financial and service delivery targets, with a track record of improving financial performance
- Leadership skills, Coaching & Mentoring
- Able to build and manage client portfolios, generating work for self and team
- Able to plan workloads and resources effectively
- Strategic Thinking
- Excellent client care and client support skills
Business Development Director - Employee Reward & Engagement Solutions
UK/Home
Our client are a leading global agency who specialise in employee reward/engagement, sales incentives, customer loyalty programs for global clients. They have enjoyed exponential growth over recent years and continue to grow organically. They are recruiting for a Business Development Director to work in a traditional hunter oriented sales role where customer intimacy and consultative solutions based selling are foundational aspects for success.
Responsibilities:
- Be accountable for achieving and exceeding an agreed personal sales target.
- Personally services to prospects, by actively prospecting, cold calling, using social media, following up leads, identifying and qualifying opportunities, and closing the sale.
- Initially focussing on selling one primary solution to prospects AND/OR targeting mid-size organisations
- Follow up allocated leads from centralised Marketing activity to identify and qualify opportunities and hold responsibility for, and ownership of, the entire sales process through to closing the sale.
- Develop detailed Strategic Account Plans, stakeholder mapping, client insights and conducting relevant research to support sales objectives for each target client
- Work closely with business unit SME’s to lead the creation of compelling and profitable solutions to meet new client needs and win business.
- Use the CRM System for the recording of all prospects and client contacts including the identification and progression of all opportunities.
- Contribute to Sales and business planning.
- Personally cold calling and prospecting target accounts
- Building, maintaining and cultivating a robust sales pipeline that supports target and growth goals across all solutions
- Generating high levels of sales activity and meeting specific KPI’s including; meetings, proactive outreach, relationship building, cold calling, customer insights
- Collaborating with colleagues to create proposals that differentiate the company, exceed client expectations and win profitable new business.
- Start to develop strategic partnerships and relationships with clients.
- Growing new business from existing clients by cross selling and upselling
Skills Required:
- 10+ years experience selling B2B solutions to medium to large clients.
- Previous accountability for a new business target, with evidence of exceeding sales targets, maximising profit and the ability to wins deals in excess of £1m.
- Experience of selling complex solutions with long sales cycles and multiple stakheolders
- Self-driven, proactive sales hunter who has demonstrated successfully converting sales leads as well as creating their own outbound sales prospecting
- Experience of selling to HR and Sales & Marketing leaders is preferred.
- Experience within the employee engagement, reward, sales incentive and loyalty sectors
- Excellent interpersonal skills, able to build positive internal and external relationships
- Excellent communication skills – verbal, written, presentational – with clarity of expression and engaging style.
- Tenacity, determination and resilience.
- Ability to use CRM, MS Office and other technology as appropriate.
Business Development Director - Global Corporate Event Solutions
UK/Hybrid
Our client are a leading global Corporate Events Agency have enjoyed exponential growth over recent years and continue to grow organically. They are recruiting for an experienced Business Development Development Director to work in a traditional hunter oriented sales role where customer intimacy and consultative solutions based selling are foundational aspects for success.
Responsibilities:
- Be accountable for achieving and exceeding an agreed personal sales target.
- Personally sell their services to prospects, by actively prospecting, cold calling, using social media, following up leads, identifying and qualifying opportunities, and closing the sale.
- Manage large, complex sales (multiple decision-makers) from the point of discovering the customer’s needs through to the conclusion of the client’s decision making process.
- Follow up allocated leads from centralised Marketing activity to identify and qualify opportunities and hold responsibility for, and ownership of, the entire sales process through to closing the sale.
- Develop detailed Strategic Account Plans, stakeholder mapping, client insights and conducting relevant research to support sales objectives for each target client
- Work closely with business unit SME’s to lead the creation of compelling and profitable solutions to meet new client needs and win business.
- Work closely with the Head of Sales & Marketing, Heads of Business Units, CFO and the CEO to agree commercial terms for all solutions
- Use the CRM System for the recording of all prospects and client contacts including the identification and progression of all opportunities.
- Contribute to Sales and business planning.
Skills Required:
- Significant experience selling high value solutions to large blue-chip clients.
- Previous accountability for a new business target, with evidence of exceeding sales targets, maximising profit and winning multi-million pound deals.
- Strategic self-driven, proactive sales hunter who creates their own activity rather than relying on high volume in-bound lead generation
- Experience of selling to HR and Sales & Marketing leaders is preferred.
- Experience within the employee engagement, sales incentive, loyalty, or events sector would be an advantage.
- Graduate calibre with significant formal sales training.
- Excellent interpersonal skills, able to build positive internal and external relationships at all levels and with all types of people.
- Inspiring direct and indirect leadership style.
- Excellent communication skills – verbal, written, presentational – with clarity of expression and engaging style.
- Tenacity, determination and resilience.
- Demonstrable aptitude for a sales role – consistent high achiever.
- Thrives on pressure.
- Ability to use CRM, MS Office and other technology as appropriate.
- will be responsible for team of 8 Finance Consultants
- preference for Consultancy background but could be a senior Finance professional with Unit4 implementation experience
- will be qualified Accountant
- will still deliver but utlisation will be lower
- 80% delivery, 20% managements / team leadership
- salary £80k - £85k
- fully remote and work mainly delivered remote. Offices being opening in Bristol and Kent
- Note from Dave Elder: I would be looking for experience in the Public and Education HE sectors predominantly, but we are looking to expand more into the Charity Not for Profit and NHS markets so experience in those areas as well would be advantageous.
- public sector experience preferred
Insolvency & Restructuring Partner
Home Based with some Travel
Excellent Salary & Benefits
Flexible working and Fantastic culture
My client. a leading regional Legal practice are looking to recruit an Insolvency & Restrucring Partner ro lead their practice. In this role, you will actively drive growth across the firm, through effective leadership that energises and motivates individuals to commit to delivering an excellent client service, using efficient regulatory working practices. The team provide expert advice for businesses, insolvency practitioners, banks, creditors, shareholders, investors, employees and individuals on a wide range of contentious and non-contentious business recovery, turnaround and insolvency matters.
Job Responsibilities:
- Collaborating with the team to advise on complex restructuring and insolvency issues.
- Upholding high standards of service and accuracy across the department.
- Support the development and delivery of a business plan for the team/group by identifying actions to drive profitable growth.
- Ensuring compliance with firm and regulatory standards
- Secure profitable new clients through networking and cross sell opportunities, whilst simultaneously increasing the Firm’s profile.
- Create and deliver a pipeline to ensure a continual flow of profitable work for team members.
- Acts to raise firm’s profile across Region and in Industry
- Drive a culture of cross selling and support business development activities.
- Ensure the execution of matters for self and the team/group comply with internal policies and procedures to minimise breaches, claims and client dissatisfaction.
- Ensure the team/group comply with SRA standards to safeguard our clients and supports the Firm in maintaining its Practice Management standards and accreditations.
- Ensure clients receive accurate, up-to-date legal advice that takes account of their circumstances and represents "value for money”.
- Maintain the integrity of data in key platforms such as Lawsoft, Visualfiles, Worksite and InterAction by ensuring they are updated in a timely manner.
- Actively drive key projects, ensuring that the targeted deliverables and benefits are achieved.
- Support recruitment and contribute to the motivation of colleagues, ensuring their engagement in achieving the Firm’s objectives.
- Set clear objectives for direct reports, actively manage strong performance and contribute to annual salary reviews as required.
- Effective use of tools and opportunities (eg 1:1s, PDR) to maximise the strengths and skills of direct reports.
- Provide coaching and training for individuals to maximise talent development.
- All new instructions to be appropriately scoped and priced to achieve target gross margin.
- All invoices to be raised on completion of the matter and where possible interim billing to be applied. Disbursements and other ‘expenses’ to be invoiced as and when incurred.
About you:
- Robust background in Restructuring and Insolvency (Contentious & Non Contentious)
- Exceptional technical proficiency and drafting skills.
- Strong commercial acumen with a keen eye for detail.
- Experience of leading teams to achieve financial and service delivery targets, with a track record of improving financial performance
- Leadership skills, Coaching & Mentoring
- Able to build and manage client portfolios, generating work for self and team
- Able to plan workloads and resources effectively
- Strategic Thinking
- Excellent client care and client support skills
Data Careers, a Lichfield based successful and growing Recruitment services company focussed on the Technology/Software/Sales sectors are looking to recruit a Junior Talent Acquisition Executive/Recruiter to work in our Lichfield based Client delivery team providing recruitment services to our clients. You will be responsible for sourcing & screening candidates, managing them through our clients hiring processes. This role will suit a self starter with a desire to to start a career in Talent Acquisition/recruitment. Full training will be provided on 'how to be a successful recruiter' and you will work as part of supportive client delivery team in a friendly and flexible work environment. You will:
- Attend & contribute role briefing calls
- Create and advertise effective job adverts
- Manage and respond to applications received
- Proactive source potential candidates through all tools available (e.g. LinkedIn, job boards and professional networks)
- Create Boolean searches to source candidates
- Conduct screening calls with potential candidates
- Plan interview and selection procedures, including screening calls, assessments and in-person interviews
- Manage the candidate relationship including offers & on boarding
- Assess candidate information, including resumes and contact details, using our CRM (Vincere)
- Foster long-term relationships with past applicants and potential candidates
- Proactively seek and record potential new business leads
- Actively promote Diversity and Inclusion in all elements of the recruitment lifecycle
- Contribute to delivery of client’s Objectives/KPI’s (Time to hire, Diversity & Internal Mobility)
Key skills/Competencies required:
- Experience working in a fast paced, commercial environment where people are at the heart of everything the business does
- Comfortable communicating over the phone with customers
- IT Literate – particularly with MS Word, Outlook and Excel
- Experience of responding to and actioning urgent requests in a timely manner
- Strong attention to detail & organisational skills, to ensure Admin responsibilities are adhered to for client processes
- Excellent written skills with the ability to produce effective adverts and clear & detailed candidate cover notes
- Excellent verbal and written communication skills to ensure you effectively deliver your message
- Resilient & Driven individual who ensures tasks and targets are delivered
- Motivated by career progression & professional development
- Has the ability to build strong relationships with internal stakeholders and peers.
- Pro-active self-starter and able to prioritise workload effectively.
- Works well under pressure and able to prioritse workload accordingly
- Positive & open-minded approach
- Able to build and maintain effective relationships and work across a wide range of contacts.
- Team player who will share ideas and make contributions during team meetings
- A passion for and experience of driving Diversity and Inclusion initiatives
Studies have shown that certain underrepresented groups of people are less likely to apply for a job that they don’t 100% match. At Data Careers, we’re committed to building and maintaining an inclusive and supportive culture where diversity thrives, and all of our people excel. So, if you like the sound of this opportunity but you don’t meet all of the requirements then please apply. You could be the perfect candidate for this or other opportunities within Data Careers.