Own the full enterprise sales cycle, from prospecting named financial services accounts through closing complex, multi-stakeholder SaaS deals. Build pipeline, expand into insurance and wealth management, leverage financial services relationships, use AI tools for research and outreach, forecast revenue, and collaborate with Marketing and Client Success. Represent PerformLine at industry events while independently operating in a fast-paced growth-stage environment.

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.