Exactera

👥 251-500💰 $33,000,000 over 1 year agoFinancial ServicesInformation TechnologySoftware💼 Private Company
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Exactera is a company focused on leveraging advanced technologies, currently seeking a Senior Tax Associate specialized in Research and Development (R&D).

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📍 United States

🧭 Full-Time

🔍 FinTech SaaS

  • 3+ years of experience in account management, business development, or partner relations within a B2B environment.
  • Strong understanding of sales cycles, partner relationship management, and post-sale support processes.
  • Ability to communicate complex technical concepts to both technical and non-technical stakeholders.
  • Exceptional interpersonal, communication, and negotiation skills.
  • Experience working with cross-functional teams, including sales, marketing, technical support, and customer success.
  • Proven track record of driving adoption and success for partner accounts.
  • Strong problem-solving skills and an ability to think strategically to address client challenges.
  • Experience working in a technology or SaaS environment is preferred.
  • Identify and engage new partner and provider firms through research, networking, and outreach efforts.
  • Build a strong pipeline of partner opportunities, including B2B outreach and relationship-building activities.
  • Develop and present tailored proposals to partners and providers, addressing their business challenges and how the company’s solutions can help.
  • Cultivate long-term, strong relationships with partner and provider firms to drive ongoing engagement and loyalty.
  • Act as the main point of contact for partners and providers, ensuring clear and consistent communication.
  • Develop a deep understanding of each partner/provider's business model, needs, and pain points to offer value-added solutions.
  • Create and execute account strategies to enhance partner/provider success and growth within the partnership.
  • Manage the post-sale process by ensuring smooth onboarding and transition for partners/providers.
  • Collaborate with internal teams (e.g., technical support, product, customer success) to provide seamless implementation, troubleshooting, and support.
  • Lead partners through successful adoption of the company's product or service, offering guidance on best practices.
  • Actively monitor partner health metrics and client satisfaction, making necessary adjustments to drive improved outcomes.
  • Coordinate with appropriate resources for hands on client support
  • Offer training sessions and resources to partners/providers to maximize their product adoption and effective usage.
  • Act as a liaison between the partner/provider and the technical support team to resolve any issues and concerns promptly.
  • Partner with the marketing team to help define and execute marketing strategies tailored to the partner/provider market.
  • Collaborate with sales and technical teams to align goals, expectations, and ensure that partner needs are met throughout the lifecycle.
  • Provide feedback from partners/providers to influence product development, marketing materials, and sales collateral.
  • Report on the effectiveness of partnership initiatives and provide actionable insights to leadership.
  • Work closely with the marketing team to develop partner/provider-focused campaigns, including webinars, events, and content.
  • Assist in creating marketing collateral that resonates with the partner/provider audience, ensuring brand alignment.
  • Actively participate in outreach activities, such as attending industry events, building brand awareness, and promoting partnerships.

SalesforceCommunication SkillsProblem SolvingRESTful APIsAccount ManagementClient relationship managementSales experienceLead GenerationTechnical supportCustomer Success

Posted 8 days ago
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🧭 Full-Time

💸 180000.0 - 200000.0 USD per year

🔍 SaaS

  • 8+ years of experience in Product Management, with 3+ years of leadership experience in B2B SaaS, ideally in a startup environment.
  • Proven expertise in community management, customer trust-building, and education strategies within a product-led environment.
  • Strong market intelligence and research skills—you know how to gather, interpret, and act on customer and industry insights.
  • Experience leading cross-functional initiatives that extend beyond a single product team, driving impact across an organization.
  • Ability to influence and align stakeholders through exceptional communication and leadership.
  • Thrive in fast-paced, high-growth environments, balancing both strategic vision and tactical execution.
  • Define and execute the long-term product strategy for Exactera’s Core Products, ensuring alignment with company goals and market opportunities.
  • Leverage market intelligence and customer feedback to refine our product vision and ensure continuous improvement.
  • Drive initiatives that enhance trust, transparency, and education in our product experience, ensuring users understand and feel confident in our solutions.
  • Lead cross-functional efforts to improve activation, retention, and monetization strategies.
Posted about 2 months ago
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📍 United States, Argentina, United Kingdom

🔍 FinTech SaaS

  • 5+ years of Account Executive/ 'hunter' experience, preferably within SaaS, Fintech or similar consulting services
  • Effectively sell through web-meeting software and over phone
  • Follow a tightly defined, proven sales process
  • Highly technology proficient with sales automation software
  • Thrive in a high volume, dynamic environment
  • Mastery of Challenger and SPIN selling techniques
  • Strong analytical, project management and organizational skills
  • Manage client accounts and conduct regular client meetings, setting expectations
  • Proficient in Microsoft Excel and Word
  • Highly organized and able to handle 40-50 new leads per month (account executives are provided with leads)
  • Conduct live phone and web interactions with multiple prospects daily
  • Conduct discovery efforts to identify pain points and overcome objections
  • Adapt to frequent changes in sales processes and offerings
  • Coordinate multiple tasks and resources to progress deals from First Appointment to Close.

SalesforceMicrosoft ExcelSaaS

Posted 4 months ago
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