Teams at PerformLine

Own full-cycle enterprise sales into financial services: build pipeline, source opportunities, run complex multi-stakeholder deals, and close. Use AI tools and Salesforce to research accounts, forecast, and accelerate expansion into insurance and wealth management while partnering with marketing and client success.

Hands-on Controller responsible for financial close and reporting, managing Quote-to-Cash and Procure-to-Pay, owning accounting systems, driving process improvements, leading the finance team, and partnering with the CFO on strategic transactions.

Support client operations through data extraction, cleansing, analysis, reporting, and QA. Test and validate automation, track QA outcomes, create visualizations and playbooks, and conduct industry research to inform processes.