Solutions Consultant · Lancashire, UK · Open to London hybrid and remote
I've spent 15 years helping mid-market finance teams get more from Sage, across consultancy, leadership and sales. Now I build AI into my demos, so prospects see their own questions answered live.
I start every conversation by listening. Finance teams open up when they feel comfortable, and that's when I hear what's really slowing them down. From there, I shape a solution that demonstrates how the product can fix their issues, and explain it so the whole room understands, from the FD to the AP clerk.
One prospect had already spoken to another Sage partner, who made it all sound complicated. I listened, kept it simple and answered her actual questions with a proof-of-concept demo. We went from first call to closed-won in under two weeks.
Sage Intacct, Sage 200, solution selling, ERP implementation, solution design, CRM
Make.com, HubSpot, Claude and AI agents, MCP servers, ClickUp, iPaaS and integrations
Supabase, Cloudflare
Construction, manufacturing, retail, distribution and logistics, SaaS, MSP, professional services
Oct 2024 to now
Leading pre-sales for UK mid-market finance teams moving to Sage Intacct, with a focus on construction. Closed 10 Sage Intacct deals worth £400k+ in FY26 YTD, averaging around £40k each. Built live AI demos using the Sage Intacct MCP and Claude, so prospects see agentic AI working on their own finance data.
Presented to 35 finance leaders, including attendees from Team GB and Harrods. Covered Sage Intacct, Sage Copilot and the Sage Intacct MCP via Claude, building artifacts live in front of the room.
May 2023 to Oct 2024
Led a team of 11 Sage Intacct consultants, Sage 200 consultants and project co-ordinators. Introduced a Sage 200 pricing model that increased project revenue by more than 50%. Owned project KPIs and the sales-to-delivery handover, and supported presales with solution design and demos.
Jan 2021 to May 2023
Led the Sage practice. Grew practice revenue by 190% in two years and the Sage customer base by 40%. Influenced the board to choose Sage Intacct over competing products.
Oct 2019 to Jan 2021
Designed and delivered Sage 200 projects worth up to £70k, and wrote the proposals covering scope, resources, timelines and cost.
2012 to 2019
Support, consultancy and implementation for Sage 50 and Sage 200. Started on the Sage 50 support desk, then moved into consultancy, running projects from presales to go-live with director-level consultancy and end-user training.
A franchise business running KFC, Starbucks and Taco Bell stores. Moved them from legacy Sage 300 and Sage 200 deployments to a single Sage Intacct instance, consolidating 14 entities across the UK and Canada.
My role. Worked with their financial controller to design the dimension structure, giving them the best possible reporting output.
Moved their UK operations from Sage 200 to Sage Intacct. As a PLC, this needed extensive work on compliance and governance. Since go-live, they have also brought their Dutch entity onto Sage Intacct, with multi-currency consolidation. The initial deal was £36k ARR, and adding the Dutch entity took it to £61k.
My role. Worked with their CFO and UK FD to make sure the solution met their strict compliance requirements.
Sells dairy-free yoghurts through UK supermarket chains. Moved from a legacy Sage 200 system to Sage Intacct with inventory control, streamlining their operations.
My role. During a live demo they raised a problem, and I solved it on the spot with a custom field and a purchase workflow. That ultimately won us the deal.
Built and deployed a bespoke CRM and operations platform for the Ayurvedic clinic my partner and I run. It's tailored to how we quote, look after customers and deliver Panchakarma treatment programmes. It replaced HubSpot for the business. Built with Claude Code, using Supabase, Cloudflare, Resend and SharePoint.
When I'm not chatting ERP, I'm busy being a dad to my two girls or working on projects such as my upcoming garden office! I get in the gym as much as I can, and I help run the Ayurvedic clinic my partner and I set up, gently pushing more AI into it one day at a time.
Accreditation
Sage
Accreditation
Sage
Qualification
Tyne Metropolitan College