- Lead the full sales cycle for net-new enterprise and corporate opportunities, from qualification through close.
- Develop deal strategy and negotiate commercial structures within established guidelines.
- Conduct discovery with senior finance and accounting leaders and position FinQuery products to address their challenges.
- Partner with Solutions Consulting and Technical Accounting Consulting to deliver tailored product demonstrations.
- Guide opportunities through procurement, legal, and information security reviews.
- Build self-sourced pipeline through outbound prospecting and develop territory and account plans.
- Manage pipeline health, forecast revenue, and maintain CRM data integrity.
- Present pipeline, forecasts, and deal strategy to sales leadership in quarterly business reviews.
- Coordinate closed-customer handoffs to Implementation and share market and competitive insights with Product and Marketing.
CRM