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Owns a portfolio of highly complex enterprise accounts valued at $3M+ ARR, managing delivery, customer health, renewals, expansions, executive relationships, and escalations. Creates account-management playbooks, standards, metrics, and hiring frameworks; coaches other account managers through at-risk situations; mentors colleagues; leads learning sessions; and represents Behavox at industry events, advisory boards, and customer communities.

Maintains financial and operating model components, incorporating actuals, budgets, forecasts, scenarios, and sensitivities. Performs SaaS forecasting, unit economics, variance analysis, business-review reporting, and acquisition-related valuation and pro forma analyses. Uses spreadsheets, AI tools, and automation to improve recurring financial workflows while validating outputs and preserving accuracy. Supports decision-making by explaining performance drivers and evaluating the financial implications of operating choices.

Owns the company’s integrated three-statement and operating financial models, including forecasts, scenarios, SaaS metrics, accounting integration, and acquisition modeling. The role supports business reviews for leadership, the board, and investors by diagnosing performance drivers and delivering actionable recommendations. Responsibilities also include acquisition valuations, due diligence, post-close integration, assumption validation, and AI-enabled spreadsheet automation.

Owns Behavox’s core three-statement and operating financial models, including forecasts, scenarios, sensitivities, SaaS metrics, and accounting integrations. Builds acquisition valuations, due diligence models, pro-forma projections, and consolidated post-close models. Supports business reviews for leadership, the board, and investors by explaining performance drivers and recommending actions. Uses AI and spreadsheet automation to improve productivity, data validation, and reporting accuracy.

Owns the company’s integrated three-statement and operating financial models, including forecasting, SaaS unit economics, scenarios, sensitivities, and acquisition modeling. Evaluates targets, supports due diligence, integrates completed acquisitions, and drives business-review reporting for leadership, the board, and investors. Diagnoses performance drivers, pressure-tests assumptions, delivers actionable recommendations, and uses AI and spreadsheet automation to improve productivity and data validation.

Owns Behavox’s core three-statement and operating financial models, including forecasts, scenarios, sensitivities, SaaS unit economics, and accounting foundations. Builds acquisition valuations, diligence models, pro forma projections, and post-close consolidated models. Drives business-review reporting for leadership, the board, and investors; diagnoses performance drivers and recommends actions. Uses AI and spreadsheet automation to improve productivity and data validation while maintaining model integrity.

Owns new-business acquisition across Japan’s enterprise market, targeting financial institutions, telcos, trading houses, conglomerates, insurers, and utilities. Builds outbound and partner-sourced pipeline, qualifies opportunities, manages complex multi-stakeholder sales cycles, articulates conduct-surveillance and insider-risk value, maintains Salesforce forecasts, and coordinates executive engagements. The role requires strong Japanese enterprise sales expertise, product knowledge, channel-partner management, competitive positioning, and the ability to navigate ringi, nemawashi, procurement, legal, IT, and compliance processes.

Drive net-new enterprise sales into assigned financial services verticals, owning the full sales lifecycle for $200K+ deals with long cycles. Prospect outbound, qualify, articulate value to executives and functional buyers, negotiate contracts, maintain HubSpot pipeline hygiene, and retain commercial ownership for expansion and renewals alongside Customer Success.

Lead full commercial sales lifecycle for strategic enterprise accounts in financial services: outbound prospecting, complex multi-stakeholder deal leadership, executive value-based selling, commercial negotiation, HubSpot pipeline and forecast hygiene, and post-signature account ownership to drive expansion and renewals.

Lead full commercial lifecycle for a portfolio of strategic enterprise accounts in regulated financial sectors. Drive outbound prospecting, shape complex multi-stakeholder deals, negotiate commercial terms, maintain CRM hygiene in HubSpot, and retain post-signature commercial ownership to drive renewals and expansion with Customer Success.