Identify, prospect, and close new business relationships with small businesses seeking fractional CFO services.
Drive leads to close by conducting initial consultations, presenting tailored solutions, and leading negotiations.
Build lasting client relationships and maintain accurate CRM records while staying current on market trends.
Current partners with leading accounting firms across the United States, providing a shared platform that supports growth while preserving local identities. The company fosters a people-first culture with a focus on professional development and collaboration.
Own and manage the full sales cycle for new business in large financial services accounts, driving pipeline and closing complex technology deals.
Partner with Salesforce sales and customer success teams to build trust, grow relationships, and ensure high customer satisfaction.
Maintain accurate pipeline and forecasting in Salesforce while acquiring certifications and traveling up to 50% nationally.
NeuraFlash, Part of Accenture is an AI and Salesforce innovation partner that builds intelligent solutions with Agentforce, Einstein, and AWS. It is a remote-friendly Accenture company where over half of employees work remotely and collaboration and celebration are valued.
Own full-cycle sales execution, driving net-new revenue by engaging CFOs, Controllers, and VPs of Finance.
Run high-impact discovery sessions and deliver value-based demonstrations with Solutions Consultants.
Collaborate with SDRs and Marketing to expand account penetration and accurately forecast monthly revenue.
FinQuery provides an AI-enabled platform that automates accounting for complex financial contracts like leases and prepaids. It serves more than 8,700 customers worldwide and has been recognized as one of the fastest-growing private companies for five consecutive years.
Manage the full sales cycle from prospecting to closing, while building strong, long-lasting client relationships.
Collaborate with the sales development, marketing, and product teams to align strategies and exceed revenue targets.
Maintain a robust pipeline using CRM software and stay current on industry trends and market conditions.
Levanta is a creator affiliate platform connecting brands, creators, publishers, and marketplaces for discovery, partnership management, and performance. A rapidly expanding startup, it values innovation, diversity, and team impact.
Identify, prospect, and onboard individual clients through networking and targeted outreach.
Conduct deep-dive assessments of clients' financial situations and recommend tailored insurance and investment strategies.
Manage client relationships and adjust financial plans to adapt to life changes and evolving goals.
The Mathews Agency is a financial services firm that helps individuals and families secure their futures through comprehensive financial planning and insurance solutions. The company fosters an entrepreneurial culture and provides best-in-class coaching and training.
Build and execute a sales strategy to achieve a $3M new-logo annual services revenue target, self-sourcing from your network and outbound.
Own the full sales cycle from prospecting to close for six-figure custom software engagements.
Partner with solutions architects and leadership to refine value propositions and grow strategic accounts.
We are a tight-knit team of problem solvers dedicated to delivering exceptional custom software solutions. After 15+ years of success as a boutique agency, we prioritize collaboration over egos, open communication, and mentorship.
Drive storage sales growth in the financial services industry across an assigned US territory.
Own the end-to-end sales pipeline, from prospecting to negotiation and closing.
Partner with account managers, presales, and channel teams to expand customer relationships.
Our partner company provides enterprise storage products and services to financial services clients. It fosters an inclusive, flexible culture and supports employees' professional growth and wellbeing.
Manage and grow relationships with key corporate clients, creating value-add through regular touchpoints and compelling reports.
Partner with Client Success to deliver exceptional engagement and achieve ARR goals through renewals and upsells.
Collaborate with executive leadership and provide reporting to ensure clients see the value and success of the program.
BlackCloak protects corporate executives and high-profile individuals from digital threats, mitigating risks to their families and finances. It is an extremely fast-growing company with a product validated by industry awards and a client base of Fortune 500 companies.
Own the complete sales cycle for enterprise and upper mid-market accounts across North America, from prospecting through contract signature.
Build and manage a strong pipeline via outbound prospecting, industry events, and co-selling with ERP vendors and implementation partners.
Lead complex, multi-stakeholder evaluations, including discovery, business cases, proofs of concept, and negotiations, to consistently close six-figure ARR deals.
The company provides a financial planning and performance management platform for enterprise and upper mid-market organizations, selling to CFOs and finance teams. It is a scaling, remote-first business with hubs in North America and Europe and a focus on enterprise sales growth.
Research and target companies using prospecting tools and build a pipeline.
Negotiate contracts and document all sales activities in Salesforce.
Human Interest provides affordable and accessible retirement plans for small and medium-sized businesses. It is a high-growth fintech company backed by top investors like BlackRock and SoftBank, with a mission-driven culture focused on closing the retirement gap.
Own a named account list of strategic financial services organizations and build deep relationships with technical and executive stakeholders.
Drive net new ARR and expansion revenue through consultative, value-based sales and manage complex enterprise sales cycles.
Partner with Solutions Architects and represent the customer voice to shape product roadmap and go-to-market strategy.
We build ClickHouse, an open-source columnar database that powers real-time analytics for organizations worldwide. We are a rapidly scaling startup with a globally distributed team across over 25 countries, fostering a flexible, inclusive culture.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Drive the full sales cycle from lead through close, converting and expanding inbound demand with qualified leads.
Build and nurture relationships with banking executives, articulating Prelim's value proposition across technical and business stakeholders.
Collaborate with implementation and product teams to identify and scope deployments, achieving annual booking targets.
Prelim provides modern, accessible technology to democratize banking services for financial institutions. It is a remote-first company experiencing explosive growth, doubling revenue year-over-year with a small but mighty sales team that values diversity and inclusion.
Manage a New Business sales team focused on Financial Services, driving deals and delivering revenue targets.
Recruit, hire, and ramp AEs while retaining top talent and holding the team accountable to KPIs.
Partner with Marketing, Product, and Pre-sales teams to exceed high growth targets.
AlphaSense is an AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations. It is a high-growth company with a performance-driven culture and a team of top sales performers.
Drive enterprise growth by building strategic relationships with major technical organizations and leading complex enterprise sales cycles.
Engage senior engineering leaders and stakeholders to sell AI-powered collaboration solutions that reduce rework and accelerate product development.
Collaborate across sales, marketing, product, and customer success to shape account strategies, close high-value deals, and expand key accounts.
This partner company provides an AI-powered engineering collaboration platform that helps large enterprises reduce rework and speed up product development, serving industries like manufacturing, automotive, and aerospace. The fast-growing enterprise software company offers a collaborative, remote-friendly culture and a focus on measurable impact.
Drive new business acquisition and close strategic accounts in the healthcare and life sciences market.
Use consultative, relationship-based selling and team-selling to develop and manage customer relationships.
Collaborate with marketing and product teams to convert digital leads and meet revenue targets.
MediSpend provides SaaS-based compliance solutions for the healthcare and life sciences market. The company fosters a collaborative, entrepreneurial culture and supports fully remote work across the US.
Drive enterprise sales growth across EMEA, managing the full sales cycle from prospecting to closing high-value deals.
Build strategic relationships with enterprise customers, understand their business challenges, and deliver tailored solutions.
Collaborate with cross-functional teams to contribute to revenue growth and improve sales effectiveness.
They provide digital trust and fraud prevention solutions to help organizations build secure relationships with their customers. The company is a remote-first European organization with a collaborative, inclusive culture.
Drive revenue growth by delivering customized presentations and closing complex deals.
Maintain precise Salesforce records and consistently exceed revenue targets.
Travel up to 40% to build client relationships and shape product direction.
Zerohash is a leading crypto and stablecoin infrastructure platform powering digital money for banks, fintechs, and payment companies. Founded in 2017, the company has raised over $280M and values independence, collaboration, and transparency.
Manage new sales activities including prospecting, qualifying, and closing new business.
Generate new and add-on sales revenue within a defined territory and named accounts.
Deliver web-based presentations with Sales Engineers and sell to C-suite executives.
RealPage provides property management software and services for real estate owners and operators. The company fosters a high-energy, consultative sales culture and offers competitive benefits and professional development.
Manage existing client accounts, ensuring satisfaction and strategic account growth.
Generate referrals and lead RFP processes from start to finish.
Collaborate with internal teams and achieve individual performance targets.
The Medicus Firm is a national healthcare recruitment firm specializing in physician recruitment for hospitals and employers across the US. It is one of the largest physician recruitment companies in the country, known for a collaborative culture.