Overview of the role
Phoenix enables digital transformation in the workplace, empowering UK organisations to innovate and transform with cloud and hybrid infrastructures, data, AI, security, and collaboration tools.
We are now very excited to grow our team further by hiring a Senior ITAM Solutions Specialist who will drive engagement and revenue by supporting our various sales teams.
What will you be doing?
- Provide expert ITAM and FinOps pre-sales support, qualifying opportunities and guiding them through the full sales lifecycle.
- Work with Account Managers and BDMs to drive new revenue, grow existing accounts and shape customer requirements into compelling proposals and Statements of Work.
- Maintain broad knowledge of ITAM and FinOps solutions to confidently articulate value, demonstrate capabilities and support RFPs, whiteboarding and solution design.
- Attend customer meetings to scope needs, validate requirements and understand commercial drivers.
- Support accurate pipeline management, forecasting and opportunity updates.
- Contribute to successful proofs of concept aligned to defined success criteria.
- Document end-to-end solution designs, including scope, deliverables, milestones and commercials.
- Collaborate with sales teams to remove barriers, manage risk, improve win rates and drive predictable revenue.
- Lead commercial discussions and ensure all contracts, SOWs and governance documentation are completed correctly.
- Manage smooth handovers to Service Delivery and remain engaged through customer progress reviews.
- Feed customer insights into product and service development and keep sales teams updated on industry trends and product changes.
- Support marketing and enablement activities, including campaigns, events, webinars and new service launches.
- Meet targets and uphold high standards of customer service throughout all engagements.
Why should you apply?
At Phoenix, our philosophy is simple – we aim to be the UK’s leading IT solution and managed service provider and that means we recognise that it’s our people who are the heart of everything we do.
We do this by providing the encouragement, support and skill development that you need to be the very best you can be at work. We are proud of our culture, so much so that we have developed our Culture Blueprint which you can read here.
What are we looking for?
The right person for this role will have deep experience in a similar role and will be a subject matter expert on all things ITAM and FinOps. You will be comfortable in a similar Pre-Sales role and be able to articulate the commercial benefits of ITAM to our customers.
Key Skills & Experience:
- Minimum 5 years’ experience in ITAM, SAM and/or FinOps sales or pre-sales.
- Strong understanding of ITAM and FinOps methodologies and their role in enabling digital transformation.
- Proven experience scoping, developing and supporting ITAM/FinOps sales cycles.
- Strong Microsoft licensing knowledge and the ability to define and shape effective customer solutions.
- Excellent communication and presentation skills, both in-person and virtual.
- Strong relationship-building skills with the ability to establish credibility and trust with customers.
- Detail-oriented, methodical and able to produce clear, accurate documentation.
- Professional, personable and confident, consistently demonstrating enthusiasm and teamwork.
- Driven to create measurable value for both the customer and Phoenix Software.
Practical stuff
Where is the role based?
Our HQ is in Pocklington (YO42) and this role can be remote with regular monthly visits to the office.
How many interviews?
Following a screen with the Recruitment Team you can expect a two-stage interview process, one online and one in-person.
What are the benefits?
You can read about the benefits on offer here 😊
Have you made it this far?
If you’re still reading, we think there’s a strong chance you might be our kind of person.
Here’s the thing, though — research suggests that 60% of women and underrepresented people might have already talked themselves out of applying. Even if you don’t check every box above, we want to encourage you to introduce yourself.
We believe a diversity of perspectives and experiences makes a team stronger — and the stronger our team, the more successful we will be.

