Specialist II, Finance Solutions
New
J
JobgetherFinance Solutions
Based in United StatesFull-TimeMiddle
SalaryCompetitive annual salary range of $102,100 - $171,500 USD. Commission eligibility in addition to base compensation.
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Job Details
- Experience
- Minimum of 8 years
- Required Skills
- SalesforceMicrosoft ExcelAccount ManagementStakeholder managementPowerPoint
Requirements
- Bachelor’s degree required.
- Minimum of 8 years of experience selling new solutions, expanding existing accounts, or driving revenue growth in a similar environment.
- Proven experience managing complex sales cycles and engaging multiple senior-level stakeholders.
- Ability to quickly understand customer environments, business processes, and technology needs to identify growth opportunities.
- Strong consultative selling skills with the ability to connect solutions to customer objectives.
- Excellent verbal, written, and presentation communication skills suitable for enterprise and global audiences.
- Experience using sales methodologies, Salesforce, Microsoft Excel, PowerPoint, and Word.
- Strong ownership mindset with the ability to solve problems, take initiative, and collaborate effectively across teams.
- Continuous learning mindset with the ability to develop expertise through professional experiences, training, and stakeholder relationships.
- Willingness to travel approximately 40% of the time for customer meetings and business activities.
Responsibilities
- Act as a trusted advisor by developing a deep understanding of customer challenges and proactively identifying opportunities to support evolving business needs.
- Develop new business opportunities and expand existing accounts through renewals, cross-selling, and upselling within an assigned portfolio of solutions.
- Translate customer requirements into effective solution recommendations by demonstrating strong knowledge of products, use cases, and industry challenges.
- Build account strategies by engaging key stakeholders, understanding organizational priorities, and identifying opportunities for business growth.
- Present solution capabilities, address objections, and create compelling customer value propositions aligned with business outcomes.
- Leverage industry expertise and customer success stories to demonstrate the impact of solutions and strengthen client relationships.
- Provide customer feedback and market insights to internal teams to support product improvements and innovation.
- Maintain accurate customer and opportunity information within Salesforce to support forecasting, planning, and reporting activities.
- Participate in account planning sessions, business reviews, and solution reviews to strengthen customer engagement.
- Travel onsite to customer locations as needed to support business objectives and relationship development.
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