Appficiency Inc.

Account Executive

• Manage all aspects of qualification to close for “New” category sales
• Complete necessary sales documentation, including pricing calculators, decks, SOWs, and MSAs
• Manage legal exceptions and seek approval
• Satisfy all company certification requirements
• Manage the complete sales cycle from lead generation and discovery through scoping and deal closure
• Prepare Statements of Work and deliver client proposals
• Develop and execute sales strategies to meet and exceed targets
• Prepare and deliver tailored slide decks throughout the sales process
• Provide accurate forecasting for each industry and adjust strategies as necessary
• Build and nurture relationships with key decision-makers
• Use a consultative selling approach to propose tailored solutions
• Conduct product demonstrations and articulate NetSuite’s value
• Partner with Solutions Architects on demonstrations and customer technology-stack assessments
• Collaborate with pre-sales and technical teams on solution designs and proposals
• Provide Taxonomy @ Schema® analysis for every client in SOWs and handoff packages
• Work closely with delivery teams during the first month of project engagement to ensure smooth transitions
• Provide “As Sold” solution details to Professional Services teams
• Monitor and report on sales performance, forecasts, and pipeline status
• Track industry trends, market dynamics, competitor activities, and relevant software
• Attend client meetings, presentations, and industry events
• Create SOWs in the latest format

Business Development Rep

• Identify and research target accounts and prospects within ERP, CRM, cloud platforms, and AI-driven solutions
• Execute outbound prospecting campaigns via email, phone, LinkedIn, and other channels to generate qualified leads
• Qualify inbound leads against ideal customer profile criteria before handoff to Account Executives
• Book qualified meetings and demos for the sales team while maintaining a healthy pipeline
• Maintain accurate, up-to-date prospect interaction and pipeline records in Salesforce and NetSuite
• Collaborate with Marketing and Sales to refine messaging, targeting, and campaign effectiveness by vertical
• Meet or exceed monthly and quarterly pipeline generation and activity targets
• Participate in sales enablement training to improve prospecting and qualification skills
• Build vertical-specific knowledge and progress toward a closing sales role such as Account Executive

Business Development Representative

• Manage all aspects of qualification through close for “New” category sales
• Complete sales documentation, including pricing calculators, decks, SOWs, and MSAs; manage legal exceptions and approvals
• Satisfy company certification requirements
• Manage the complete sales cycle from lead generation and discovery through scoping and deal closure
• Prepare Statements of Work and deliver client proposals
• Develop and execute sales strategies to meet or exceed targets
• Prepare and deliver tailored slide decks throughout the sales process
• Forecast accurately by industry, track progress, and adjust strategies
• Build and nurture relationships with key decision-makers
• Use consultative selling to address client needs and propose tailored solutions
• Conduct product demonstrations and articulate NetSuite’s value
• Partner with Solutions Architects on demonstrations and customer technology-stack assessments
• Collaborate with pre-sales and technical teams on solution designs and proposals
• Provide Taxonomy @ Schema® analysis for every client in SOWs and handoff packages
• Work closely with delivery teams during the first month of project engagement to ensure smooth transitions
• Provide “As Sold” solution details to Professional Services teams
• Monitor and report sales performance, forecasts, and pipeline status
• Track industry trends, market dynamics, competitor activity, and relevant software
• Attend client meetings, presentations, and industry events
• Create SOWs in the latest format

• Manage and follow through on leads from personal prospecting efforts, existing and new sales contacts, existing accounts, and partners
• Make cold calls and/or email potential clients
• Schedule and conduct targeted face-to-face meetings with prospective clients each week
• Build and maintain relationships with existing and new clients
• Gather requirements and draft business proposals
• Act as primary liaison between Consulting, Sales, and other business units within sales opportunities
• Provide the sales team with information on how products address specific needs
• Assist the sales team in leveraging large revenue opportunities
• Participate in engagements across diverse industries and projects from insight gathering through brainstorming, creative execution, and campaign launches

Business Development Representative – Co-op

Marketing Analyst

• Assist in developing marketing strategy to identify key acquisition channels for growth
• Manage published marketing communications, including the website, email blasts, public relations, and campaigns
• Collaborate with marketing, sales, website, and solution consultants to promote new product features with company partners
• Manage product awareness through attendance at conferences, corporate events, and other forums
• Perform analytics and ad-hoc reporting for business planning
• Support strategic marketing initiatives for new and existing channels

Marketing Analyst – Co-op

Consultant

• Simultaneously work on 4-5 client projects/engagements while overseeing 1-2 additional projects
• Manage new and existing accounts, assess customer needs, and lead the build, test, and implementation of NetSuite
• Lead all phases of NetSuite implementation, including requirements gathering, documentation, buildout, validation/demos, testing, and user training
• Own project allocations, team capacity, and billable hours, including assigning activity trackers and roles for new projects in Salesforce
• Develop expertise in Appficiency's project delivery methodology and ensure its effective application across engagements
• Build proficiency in the NetSuite application, its capabilities, and industry-standard business practices
• Identify non-standard business processes and recommend effective, practical solutions
• Assist clients in designing and implementing their enterprise architecture
• Participate in the design, build, testing, and support of integrations between clients' business systems
• Resolve NetSuite issues clients encounter, delivering innovative and effective solutions
• Provide strategic direction across client portfolios, drive business development, shape practice-wide standards, and lead and develop consulting teams

Senior Consultant

• Own a broader portfolio of client accounts, with accountability for engagement quality, profitability, and long-term retention
• Lead and manage multiple Senior Consultant I's and Strategic Business Consultants, overseeing performance, growth, and development
• Serve as the executive-level escalation point across the portfolio for critical or at-risk engagements
• Set and continuously refine firm-wide project delivery standards
• Build and deepen C-level relationships, driving strategic account expansion and long-term client partnerships
• Maintain expert, cross-functional command of NetSuite and adjacent enterprise technologies
• Guide clients on enterprise-wide architecture and technology strategy aligned with long-term business goals
• Own governance and strategic oversight of integration architecture across the client portfolio
• Drive business development at scale through proposal strategy, executive pitches, and new account acquisition
• Represent Appficiency externally as a senior thought leader
• Contribute to practice-level strategy, including hiring, resourcing, and organizational growth initiatives

Senior Consultant II – Project Oversight

• Partner with clients to understand business processes and translate needs into practical cloud-based solutions
• Collaborate with internal teams and client stakeholders to scope, design, and deliver projects
• Assist senior consultants in supporting clients and project teams
• Understand, validate, and document client business requirements and map them to NetSuite functionality
• Contribute to requirements gathering, documentation, NetSuite buildout, validation and demos, testing, and user training
• Develop a thorough understanding of Appficiency’s project delivery methodology
• Engage with senior executives and functional leaders to ensure alignment and effective communication
• Build proficiency in the NetSuite application and its capabilities
• Support clients in designing and implementing enterprise architecture
• Participate in designing, building, and testing system integrations between clients’ business systems
• Assist with ongoing maintenance and management of integration projects
• Contribute across the project lifecycle from discovery through implementation

Strategic Business Consultant I

Marketing

• Write and edit blog posts, social media content, email campaigns, and landing pages
• Support content planning by researching topics, keywords, and industry trends
• Help maintain a consistent brand voice across all marketing channels
• Collaborate with designers and marketers to align content with campaign goals
• Analyze content performance across channels, including open rates, CTRs, and engagement
• Track website traffic, user behavior, and campaign metrics using tools such as Google Analytics
• Assist in creating dashboards and reports to communicate marketing results
• Support A/B testing of subject lines, copy, and page layouts
• Provide insights to inform content strategy and improve lead generation
• Conduct competitive research and audience analysis to guide messaging

Marketing Campaign Co-op

Sales

• Work closely with executives to coordinate and facilitate movement in the sales cycle
• Maintain and update the CRM system
• Assist with solution blueprints, workflows, data maps, and integration outlines
• Liaise with the NetSuite sales team and executives to communicate expectations
• Maintain relationships with prospective clients and the NetSuite sales team
• Assist in developing solution proposals encompassing business applications across various lines of business
• Collaborate with stakeholders to facilitate a consultative sales cycle, scope NetSuite needs of prospects, and transfer knowledge to delivery teams
• Work with the Oracle NetSuite Sales team, Marketing, and Solution Consultants to deliver new business sales
• Communicate and plan regularly with operations to ensure capacity and resource availability for new projects after sale closure
• Follow through on leads from prospecting efforts, existing and new sales contacts, existing accounts, and partners

Sales Analyst – Co-op

• Partner with clients to understand business processes and translate needs into practical cloud-based solutions
• Assist senior consultants in supporting clients and project teams
• Understand, validate, and document client business requirements, mapping them to NetSuite functionality
• Contribute to requirements gathering, documentation, NetSuite buildout, validation/demos, testing, and user training
• Learn and apply Appficiency’s project delivery methodology
• Engage with senior executives and functional leaders to ensure alignment and effective communication
• Build proficiency in the NetSuite application and its capabilities
• Support clients in designing and implementing enterprise architecture
• Participate in designing, building, and testing system integrations between clients’ business systems
• Assist with ongoing maintenance and management of integration projects
• Contribute across the full project lifecycle, from discovery through implementation

Strategic Business Consultant, I

Program Manager

• Develop and manage detailed program plans, including timelines, milestones, and resource allocation
• Align programs with company strategic goals and client expectations
• Monitor and report program progress, risks, and issues to senior management and internal and external stakeholders
• Manage program budgets for cost-effectiveness and efficiency
• Manage customer vendors to meet project objectives
• Manage Appficiency project vendors from selection through performance monitoring
• Ensure program deliverables align with the defined scope in statements of work
• Identify scope deviations and communicate potential change requests to customers
• Act as the primary client point of contact
• Build and maintain relationships with internal and external stakeholders
• Conduct regular client meetings to review progress, address concerns, and ensure satisfaction
• Lead and motivate cross-functional project teams
• Mentor and guide team members and foster continuous improvement
• Coordinate with other departments to ensure resource availability and project requirements are met
• Identify vendor needs, potential vendors, and manage vendor selection and rate negotiation
• Integrate vendor project plans into the overall program plan
• Identify risks, develop mitigation strategies, and maintain risk response plans
• Proactively resolve issues and conflicts
• Ensure deliverables meet quality standards and client specifications
• Implement program management best practices and continuously improve processes and methodologies
• Prepare and present program reports covering status, financials, and outcomes
• Maintain comprehensive, current, and accessible program documentation
• Communicate program performance and strategic recommendations to senior management
• Engage stakeholders to maintain alignment on program objectives and outcomes
• Analyze stakeholders and define strategies for managing their expectations