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salesforce erp gong ap automation financial workflowsπ Description
- Lead, hire, and develop a team of Account Managers to drive revenue outcomes.
- Own net revenue retention, renewal risk, and expansion pathways.
- Set segment strategy and align priorities to business goals.
- Coach Account Managers on value and engage CFOs, Controllers, and FP&A.
- Act as a technical coach on financial workflows, ERPs, and integrations.
- Build operating cadence for pipeline reviews, forecasting, QBRs, CRM hygiene, and deal qualification.
π― Requirements
- 3+ years of experience managing, coaching, and developing teams in fintech, SaaS, or high-growth.
- Experience leading teams that manage a book of business with ownership over account health, renewals, and expansion.
- Fluency in modern finance and financial technology, including ERPs, spend management platforms, or AP automation tools.
- Strong business acumen with the ability to coach teams on engaging CFOs, Controllers, and FP&A stakeholders.
- Ability to analyze product usage data and performance trends and drive action through team execution or process improvement.
- Demonstrated success partnering cross-functionally and influencing internal teams based on customer insights.
π Benefits
- Up to four weeks per year of fully remote work.
- Experience in credit card or spend management, with limits, rewards, and underwriting.
- Background in corporate accounting or financial systems.
- Familiarity with sales tools including Salesforce and Gong.
- Series 7 license.
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