Digital Transformation Advisor | R2R

Posted 3 Days Ago
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Houston, TX, USA
In-Office
Entry level
Artificial Intelligence • Cloud • Fintech • Machine Learning • Software • Financial Services • Automation
Leading provider of Autonomous Finance Solutions
The Role
Drives enterprise SaaS and ERP revenue through new-logo acquisition and strategic account expansion. Advises CFO and Controller stakeholders on Record-to-Report, financial close, reconciliation, and consolidation automation. Manages complex enterprise sales cycles, conducts executive discovery and ROI assessments, aligns solutions with SAP, Oracle Cloud, NetSuite, and Workday environments, and develops high-value business cases. Requires 50%+ travel and deep R2R domain expertise.
Summary Generated by Built In
Published: September 2026

Department: R2R Sales & Expansion

The Digital Transformation Advisor (DTA) for the Record-to-Report (R2R) business unit is a high-impact position. This role is a cornerstone of our growth strategy, tasked with accelerating revenue through both elite-level new logo acquisition and the strategic expansion of our global enterprise footprint.

As a subject matter expert in R2R and Financial Close automation, you will serve as a bridge between technical innovation and executive vision. We are looking for high-velocity professionals who embody our core pillars-Hungry, Humble, and High IQ-and possess a relentless "boots-on-the-ground" mentality, traveling 50%+ to command the room with prospects, clients, and internal leadership.

Expansion & Acquisition Focus
  • Digital Transformation Advisor | Account Management (Expansion): Strategically identify "white space," engineer high-value upsells, and embed our R2R solutions into the heart of our existing customers' multi-year ERP transformation roadmaps. Key skills include navigating complex internal politics, long-term strategic account orchestration, and master-level relationship farming.
  • Digital Transformation Advisor | Enterprise (Net New): Penetrate untapped markets, build executive trust from the ground up, and position our enterprise platform as the undisputed premier solution for the Office of the CFO. Key skills include high-velocity prospecting, aggressive competitive positioning, and the tactical precision to close complex enterprise deals.
Core Responsibilities
  • Strategic Influence: Extracting critical intelligence from champions to shift executive stakeholders from "education" to "active buy mode."
  • In-Person Bias: Leading from the front with a 50%+ travel commitment to conduct on-site discovery and high-impact ROI assessments.
  • Operational Rigor: Managing a high-stakes portfolio of 20+ accounts with extreme organizational precision, ensuring every sales cycle moves with relentless velocity.
  • Domain Leadership: Acting as the definitive SME on Record-to-Report, Financial Close, Account Reconciliation, and Financial Consolidation to provide the "Strategic Why" that resonates with the CFO's office.
  • Solution Alignment & Value Engineering: Analyzing complex client workflows and technology landscapes (SAP, Oracle Cloud, NetSuite, Workday) to identify pain points and define a clear future-state vision driven by measurable ROI and success criteria.
Requirements & Experience Qualifications
  • Mandatory Domain Expertise: Proven subject matter expertise in Record-to-Report (R2R) processes, including Financial Close, General Ledger, Account Reconciliations, and Financial Consolidation Reporting (Sales, Pre-Sales, or Consulting background).
  • Sales / Deal Execution: Proven track record of managing enterprise deal cycles or driving high-value SaaS/ERP solutions with Fortune 1000 clients.
  • Financial & Systems Acumen: Strong understanding of corporate accounting concepts and hands-on familiarity with financial modules in major ERPs (SAP, Oracle Cloud, NetSuite, Workday, etc.).
  • Consulting & Presentation Skills: Exceptional analytical, problem-solving, and solution design skills. Highly capable of presenting to and facilitating strategy sessions with senior CFO/Controller executive groups.
  • Travel Flexibility: Willingness to travel on-site (50%+) to facilitate discovery sessions, present business cases, and win enterprise business.
  • Cultural Fit: Must demonstrate Hungry (pace/drive), Humble (radical coachability), and High IQ (strategic problem-solving) traits.

Skills Required

  • Subject matter expertise in Record-to-Report processes, including financial close, general ledger, account reconciliations, and financial consolidation reporting
  • Proven track record managing enterprise deal cycles or driving high-value SaaS or ERP solutions with Fortune 1000 clients
  • Strong understanding of corporate accounting concepts
  • Hands-on familiarity with financial modules in SAP, Oracle Cloud, NetSuite, Workday, or comparable ERP systems
  • Exceptional analytical, problem-solving, and solution design skills
  • Ability to present to and facilitate strategy sessions with senior CFO and Controller executive groups
  • Willingness to travel onsite 50% or more
  • Demonstrated drive, coachability, and strategic problem-solving ability
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The Company
HQ: Houston, Texas
3,000 Employees
Year Founded: 2006

What We Do

HighRadius leverages AI to help enterprise businesses across different industries automate financial processes like accounts receivable, treasury, and accounting, allowing them to operate more efficiently. By using our Autonomous Finance Platform, companies can reduce manual work, speed up payment collection, and improve overall finance operations, allowing our customers to focus on growth rather than being bogged down by paperwork and manual processes.

Why Work With Us

We don’t just lead the market, we help define it. HighRadians use their curiosity, grit, and humility to take on new challenges and solve big problems for some of the worlds largest companies. Not only that, career growth and cool perks are the byproducts of running a successful business.

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