Data & AI Pre-Sales Consultant

About Node4

We are a united force driven by a single ambition; to deliver faster transformation, lower cost, and truly differentiated outcomes - we do this by bringing together our AI Augmented MSP platform, hybrid sovereign cloud solutions, deep Microsoft expertise and the Node4 People

We are:

Nimble – We focus on what matters most, adapt fast and embrace change

Original – We think differently, stay curious and innovate

Driven – We are bold, bring energy and own the outcome

Engaged – We operate as one, building strong relationships

4 More – We always go further for our people, customers and partners

About the role
The Data & AI Pre-Sales Consultant is a customer-facing specialist responsible for leading Pre-Sales engagements across Node4's Data & AI portfolio within the AI Business Solutions practice. The role focuses on Microsoft Fabric, Power BI, Azure data services, and AI-driven capabilities - including Copilot and Azure OpenAI - positioned in the context of Dynamics 365 and the broader Microsoft Business Applications ecosystem.

Node4's AI Business Solutions practice is Microsoft-focused, so the role centres customer data and AI conversations on the Microsoft platform, principally Power BI and Fabric. Where a customer already uses other data or analytics tools, the role is expected to show how Microsoft solutions integrate with them.

The role sits within the AI Business Solutions Pre-Sales team, working alongside Pre-Sales covering Business Central, CRM, and Power Platform. It provides the specialist data and AI voice in customer conversations, translating platform capability into business outcomes, and contributing to joint engagements where data and AI intersect with Dynamics 365 solutions and the wider Microsoft stack. The role supports both standalone Data & AI opportunities and the data and AI requirements that arise within Business Central, CRM and Power Platform engagements, identifying where Node4's Data & AI services can extend an existing solution or customer relationship.

The role works in close partnership with the Data & AI Practice to ensure delivery viability of what is scoped, and feeds real customer signals back into practice direction.

This role suits someone with a data platform or analytics background, gained through delivery, consulting or Pre-Sales, who has a real appetite for the customer-facing and commercial side of Pre-Sales rather than the platform knowledge alone.

Responsibilities

Pre-Sales Engagement

• Lead Pre-Sales engagements for Data & AI opportunities, including discovery workshops, whiteboard sessions with senior stakeholders and technical teams, demonstrations, and solution scoping

• Lead discovery assessments of a customer's current data estate, solutions and challenges, translating what is found into how Node4's portfolio of Data & AI services can support them

• Identify Data & AI opportunities within existing Business Central, CRM and Power Platform engagements and customers rather than responding only where the customer raises it, working with the wider Pre-Sales team

• Partner with account managers and sales specialists to qualify and progress Data & AI pipeline

• Translate complex data and AI capability into business-outcome-led narratives for both technical and executive audiences

• Articulate value, cost trade-offs, and ROI of proposed solutions for customer and executive audiences

• Design and deliver compelling demonstrations across Microsoft Fabric, Power BI, Azure data services, and AI tooling including Copilot Studio and Azure OpenAI

• Take an active role in shaping and progressing opportunities - contributing to pricing, commercial positioning, and proposal structure alongside Sales and in lockstep with the Data & AI Practice to ensure solutions are scoped within the approved services portfolio

• Produce Statements of Work, estimates, and proposal documentation in collaboration with Sales

• Support joint engagements where data and AI capabilities intersect with Business Central, CRM, and Power Platform solutions

• Build and maintain a set of demo assets, reference scenarios, and reusable content that represent Node4's Data & AI capability consistently

• Keep the Data & AI demo environment current with the Microsoft release cadence across Fabric, Power BI and Copilot, maintaining a clear view of what is genuinely demo-ready

• Act as the Pre-Sales team's reference point on Data & AI, running internal enablement so the wider Pre-Sales and Sales teams can position it credibly without needing you in the room

Portfolio and Innovation Contribution

• Act as a feedback loop between customers, sales, and the Data & AI Practice on solution gaps, emerging requirements, and ISV options

• Contribute to the development of repeatable playbooks, reference architectures, and sales collateral

• Assess and position complementary ISV and third-party solutions where relevant to customer requirements

• Support go-to-market activity including webinars, events, and content creation

Client Relationship and Thought Leadership

• Build trusted advisor relationships with senior customer stakeholders across data, finance, and technology functions

• Participate in industry events, roundtables, and webinars as a Node4 representative

• Support bid teams with RFP responses and qualification content where Data & AI capability is in scope

Collaboration and Handover

• Collaborate with other members of the Pre-Sales team to jointly execute opportunities, and to design, develop and maintain Pre-Sales solutions and collateral

• Collaborate with Sales and Marketing teams across Node4 to position us as a mid-market Microsoft technology leader

• Act as the link between Sales and the Data & AI Practice, attending handovers where Pre-Sales has shaped the solution

• Keep engagement records and activity current in CRM

What will you bring?

Qualifications

• Microsoft certifications relevant to Data & AI (DP-900, DP-203, DP-600, DP-700 or AI-102) desirable; demonstrable equivalent experience considered

Technical Skills

• Working knowledge of Microsoft Fabric and the wider Microsoft data platform - Azure Data Factory, Azure Synapse Analytics, Azure Data Lake, Power BI

• Understanding of data architecture concepts relevant to Pre-Sales scoping: lakehouse patterns, medallion architecture, data modelling, and reporting layers

• Familiarity with Microsoft Foundry, including its AI services and models such as Azure OpenAI, and Copilot capabilities within Dynamics 365 and Microsoft 365

• Understanding of how data solutions integrate with Business Applications - Dynamics 365 Business Central and D365 Sales/CE - including Dataverse and Synapse Link patterns

• Ability to design and deliver Pre-Sales demonstrations and proof-of-concept environments to a credible standard; hands-on platform knowledge sufficient to build and present reference scenarios without delivery support

Experience

• Pre-Sales, solutions consulting, or client-facing technical role within a Microsoft partner or managed service environment, with Microsoft Fabric and Power BI as the primary platform

• Either proven Pre-Sales experience, or a customer-facing technical consulting background that has included Pre-Sales involvement and a clear appetite to move into the discipline full time

• Track record of leading discovery sessions and translating customer data and AI requirements into scoped, outcome-led solutions

• Experience working alongside sales teams in a commercial environment, contributing to qualification, proposal production, and opportunity conversion

• Exposure to producing Statements of Work or equivalent scoping documentation

Personal Attributes

• Strong communicator - comfortable presenting to technical and executive audiences, and able to simplify complexity without losing accuracy

• Commercially aware, with an understanding of how Pre-Sales activity contributes to win rate and pipeline quality

• Intellectually curious, with a genuine interest in how data and AI capabilities are developing within the Microsoft stack

• Collaborative and comfortable working across practice, sales, and marketing functions

• Self-directed - able to manage multiple engagements and build assets without close supervision

• Strong problem-solving mindset, with the ability to identify the right people and the right approach for each customer challenge

Preferred Skills & Qualifications

• Exposure to Power Platform (Power Apps, Power Automate, AI Builder) as it relates to data-driven automation

• Experience with Copilot Studio or agent-based AI tooling within the Microsoft ecosystem

• Familiarity with ISV solutions that extend the Microsoft data platform in a reporting/planning context

• Query language familiarity - T-SQL, Power Query M, DAX - sufficient for scoping conversations and engaging credibly with technical stakeholders; Python or PySpark awareness useful, though the ability to position these skills in a customer team context matters more than hands-on proficiency

• Awareness of compliance and governance frameworks (ISO 27001, GDPR, Cyber Essentials Plus) and their practical impact on data solution design

What can we offer you?

• Hybrid Working

• Private Medical Insurance or Company Paid Health Cash Plan

• Employee Assistance Program

• 25 days holidays plus your birthday off

• Option to purchase additional holiday (up to 5 days)

• Company Pension Scheme

• Life Assurance x 4

• A diverse workforce

• Employee investment with Node4 training Academy

• Family savings and shopping discounts through the Node4 benefits portal.

• Discounted Gym Membership

• Modern facilities with open and welcoming breakout areas

• Company Social events

• Never ending supply of hot and cold drinks, biscuits, sweets, and fruit

Why join Node4?

Founded in 2004, Node4 has experienced exceptional growth and success over the years. From an office in Derby to locations nationwide and beyond. From three people to a workforce of over 900. We believe that our people are the driving force behind our success. We are a vibrant, passionate, and diverse team committed to providing exceptional service as standard.

Node4 is the place to be if you are passionate about technology and providing exceptional service while developing your career within a welcoming and evolving company.

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