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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling SaaS accounting software services, managing customer relationships, and developing comprehensive Statements of Work. Proficient in project estimation, implementation planning, and driving service adoption while maintaining a customer-focused approach.
Highest-signal resume keywords
SaaS Sales ExperienceStatement of Work DraftingCustomer Relationship ManagementProject Estimation SkillsAccounting Principles Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SaaS SalesProject ManagementEffort EstimationImplementation PlanningSolution DesignFinancial Software ApplicationsCustomer Needs AnalysisCross-Functional AlignmentConsultative SellingTraining Development
Soft Skills
Excellent CommunicationRelationship BuildingAttention to DetailAnalytical SkillsMentoring
Tools & Technologies
CRM ToolsProject Management SoftwareAccounting Systems
Industry Keywords
Professional ServicesStatements of WorkCustomer-Facing RoleSales QuotasGo-To-Market Playbooks
About the role
Key responsibilities & impact- Sell services related to the company's SaaS accounting software
- Manage the services sales process and consult with prospective and existing customers
- Understand customer business needs, capture pain points, prioritize objectives, and gain cross-functional alignment
- Design Professional Services solutions and prepare comprehensive Statements of Work
- Develop and manage a pipeline of new business opportunities
- Partner with Sales and Partner teams on the services aspects of deals
- Coordinate product demonstrations and consultations
- Build and maintain customer and partner relationships as a trusted advisor
- Lead Professional Services solutioning for high-complexity customers and prospects
- Drive adoption and rollout of new Professional Services offerings
- Analyze customer needs and business processes to scope implementation projects
- Estimate effort for software setup, customization, integration, and training
- Manage discussions on project timelines, resources, and budgets
- Apply retrospective learnings to improve estimate accuracy
- Ensure SOWs define scope, deliverables, timelines, costs, requirements, out-of-scope elements, integrations, customizations, and training
- Coordinate with Legal to ensure documents meet company standards
- Ensure seamless handoffs from sales to implementation
- Collaborate on process improvement, offering development, rollout, and team training
- Mentor and advise less experienced team members
- Maintain services sales activities and customer interactions in CRM tools
- Provide forecasts, communicate risks and changes, and meet or exceed services sales quotas and KPIs
- Assist in developing go-to-market playbooks and sales assets
Requirements
What you’ll need- Proven experience in selling SaaS or accounting-related software services
- Strong knowledge of accounting principles and financial software applications; BlackLine preferred
- Proven ability to translate prospective and existing customer objectives into services solutions
- 8+ years in a customer-facing role
- Ability to estimate project complexity and effort required for software implementation
- Experience drafting and negotiating Statements of Work
- Excellent communication, presentation, and relationship-building skills
- Ability to manage multiple service sales opportunities simultaneously
- Familiarity with CRM tools, project management software, and accounting systems
- Bachelor's degree in Business, Accounting, Information Systems, or related fields is preferred
- Customer-focused with a consultative selling approach
- Strong analytical skills for effort estimation and project planning
- Attention to detail, especially when drafting and reviewing SOWs
- Ability to thrive in a fast-paced, dynamic environment
Benefits
Comp & perks- Professional development seminars
- Inclusive affinity groups
- Short-term and long-term incentive programs, based on eligibility
- Benefit and wellness plans
- Reasonable accommodations during the application or interview process
- Combination of virtual and in-person workplace interactions