Teams at FinQuery

Own full-cycle B2B SaaS sales within a territory, from discovery through negotiation and close. Engage CFOs, Controllers, and finance leaders to identify accounting challenges, deliver value-based demonstrations with Solutions Consultants, forecast revenue, and manage pipeline execution. Collaborate with SDRs and Marketing to expand strategic accounts and drive net-new revenue while consistently meeting or exceeding ARR targets.

Own and scale FinQuery’s GTM systems architecture across HubSpot CRM, CPQ, quoting, and integrations. Build the systems roadmap, enforce data governance, manage intake and releases, lead cross-functional system projects, and improve lead-to-cash processes. Manage one employee and one contractor while remaining hands-on with system configuration, troubleshooting, testing, documentation, and change management. Partner with RevOps, Sales, Customer Success, Finance, Legal, IT, and Security to support forecasting, quoting, reporting, compliance, and revenue-critical workflows.

Leads FinQuery’s legal function across commercial contracting, compliance, risk management, M&A, international expansion, employment law, intellectual property, corporate governance, and responsible AI adoption. Advises executive, board, and private equity stakeholders; negotiates high-value agreements; manages outside counsel, legal operations, and equity administration; partners with Product, Engineering, Finance, HR, Sales, and Information Security; and develops the legal team and contracting infrastructure.