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Serves as a strategic finance advisor, owning P&L analysis, financial modeling, budgeting, forecasting, cash flow analysis, variance reporting, and performance management. Partners with business leaders on pricing, deal structuring, cost optimization, headcount planning, M&A support, and strategic initiatives. Prepares executive and board-ready reporting, maintains financial controls and data integrity, and improves analytical processes using financial platforms and AI tools.

Manage and grow mid-market and enterprise customer accounts through relationship building, prospecting, upselling, pipeline management, and consultative selling. Develop territory and sales plans, identify expansion opportunities, coordinate internal resources, present to senior executives, negotiate and close deals, and maintain accurate Salesforce forecasts. The role requires selling software to mid-market or enterprise clients, including experience selling to CFO organizations, while meeting revenue quotas in a remote environment.

Plans and executes full-funnel B2B demand generation campaigns across paid, owned, and earned channels. Manages campaign setup, optimization, reporting, and testing to improve lead quality, conversion rates, ROI, and pipeline sourced. Collaborates with Sales, BDR, Marketing Operations, Content, Product Marketing, and Design teams on campaign assets, lead follow-up, and performance insights.

Lead a SaaS customer success team focused on retention, expansion, adoption, referrals, and customer satisfaction. Develop success strategies, health scores, NPS and at-risk programs, renewal forecasts, and corrective action plans. Mentor team members, manage escalations, improve onboarding and support processes, analyze customer data, ensure CRM governance, and collaborate with Sales, Account Management, and Professional Services to drive customer outcomes and growth.

Manages mid-market customer relationships from onboarding through renewals and expansion. Acts as a strategic advisor, drives adoption and measurable value, leads business reviews, owns renewal negotiations, tracks customer health and retention metrics, identifies expansion opportunities, manages escalations, and represents customer feedback internally. Collaborates with Sales, Legal, Finance, Product, and Support while developing customer advocacy materials and improving Customer Success processes.

Develop and close new business with mid-size public companies by targeting finance executives. Manage the full sales cycle, including prospecting, presentations, RFPs, negotiations, forecasting, CRM updates, and customer transition. Build sales pipelines, exceed revenue quotas, use consultative selling, communicate market insights, and maintain strong customer and internal relationships. Travel up to 50% of the time.

Generate qualified sales opportunities through outbound prospecting, target-account management, and Marketing Qualified Lead follow-up. Build messaging, run prospecting sequences, qualify inbound leads, track conversion metrics, maintain CRM accuracy, and collaborate with Account Executives and Marketing. The role requires disciplined pipeline generation, strong communication, data-driven performance improvement, coachability, and ownership of territory results.

Drive new enterprise business by targeting CFOs, Controllers, SEC reporting managers, and finance executives. Manage the full sales cycle, including prospecting, presentations, RFP responses, negotiations, closing, and client transition. Build relationships, maintain account networks, communicate market feedback, manage sales forecasts and CRM data, and develop new accounts. The role is remote with travel of up to 50% and focuses on financial technology sales to midsize public companies.

Full-cycle enterprise sales role driving new logo growth across North America for data and analytics products. Source and qualify pipeline via outbound prospecting, engage technical and executive stakeholders, lead complex multi-stakeholder deals, present demos, negotiate contracts, and close revenue. Collaborate with BD, solution engineers, and product teams to meet quota and inform go-to-market strategy.

Lead technical direction and hands-on development for Angles for SAP. Design and deliver full‑stack features, uphold engineering standards, mentor engineers, integrate AI-assisted tooling, collaborate with product and customer teams, and contribute to technical roadmap and architecture decisions.