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Leads Stampli’s Solutions Consulting organization and technical win strategy for complex enterprise and mid-market deals. The role combines executive deal support, competitive positioning, discovery, demos, POCs, solution design, team hiring and development, revenue-performance management, and cross-functional partnership with Sales, Product, Engineering, Marketing, Implementation, and Customer Success. The director engages senior finance stakeholders and influences product roadmap and go-to-market strategy while scaling pre-sales processes, assets, and operating standards.

Generates and qualifies sales leads through cold calling, targeted email, SaaS tools, and prospect research. Builds relationships, manages prospect pipelines, identifies customer needs, creates sales opportunities, and schedules meetings for Account Executives. Reports performance regularly and explores AI-driven methods to improve outreach and customer engagement.

Serve as the ERP SME and integration owner within Customer Experience: diagnose complex ERP finance and P2P integration issues, define functional integration requirements, lead escalations and end-to-end resolutions, and design AI-supported workflows to improve triage, RCA, and communication.

Lead product for AI-native finance and ERP workflows: identify high-value opportunities, define workflow logic, automation vs. human handoffs, test with customers, and drive from problem discovery to business impact while collaborating with engineering, design, data, and marketing.

Lead user research and persona development for B2B finance workflows; partner with Product, Design, Sales, and Marketing to validate problems, surface UX risks, build persona libraries, and operationalize AI-powered UX evaluation. Coach teams, influence product judgment, and produce prototypes when needed to improve solutions and growth experiments.

Lead user research and product judgment for a B2B finance SaaS product. Develop deep persona libraries, run ongoing research, partner with Product and Design to validate problems, and operationalize AI-powered UX evaluation tools. Coach teams, contribute prototypes when useful, and support PLG/PLS growth experiments.

Lead and develop a team of outbound SDRs to drive pipeline growth by refining outbound strategies and the SDR playbook. Coach reps on cold calls, emails, social selling, and qualification (ANUM), track KPIs, collaborate with Sales and Marketing, and run training and 1:1s to improve outreach efficiency and lead conversion.

The Senior Product Manager will identify opportunities in fintech and ERP workflows, shape product direction, collaborate with teams, and own the delivery path of financial software innovations.

Lead and grow an AI/ML engineering team, set technical direction for AI solutions, and manage scalable ML infrastructure for Stampli's B2B SaaS platform.

Lead, coach, and scale an SMB Account Executive team to hit monthly and quarterly bookings. Own forecasting, pipeline health, CRM hygiene, and get involved in deals to drive velocity. Build outbound prospecting culture, leverage AI-driven selling tools, partner with SDR/RevOps/Enablement/Marketing, hire and ramp top talent.