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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, with strong capabilities in managing customer relationships, drafting Statements of Work, and estimating project complexity. Proven ability to collaborate across teams and deliver tailored solutions that meet customer needs.
Highest-signal resume keywords
SaaS Sales ExperienceStatement of Work DraftingCustomer Relationship ManagementAccounting Principles KnowledgeProject Complexity Estimation
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 SalesAccounting SoftwareProject ManagementEffort EstimationStatement of Work DraftingFinancial Software ApplicationsSales ForecastingPipeline ManagementConsultative SellingBudget Management
Soft Skills
Excellent CommunicationRelationship BuildingAnalytical SkillsAttention to DetailAbility to Manage Multiple Opportunities
Tools & Technologies
CRM ToolsProject Management SoftwareAccounting Systems
Industry Keywords
Finance TransformationGo-To-Market StrategyCustomer SuccessSales EnablementIndustry Standards
Tech Stack
Tools & technologiesGo
About the role
Key responsibilities & impact- Sell services related to the company's SaaS accounting software
- Manage the services sales process
- Consult with prospective and existing customers to understand business needs
- Estimate implementation level of effort
- Prepare comprehensive Statements of Work covering scope, deliverables, timelines, costs, requirements, integrations, customizations, training, and out-of-scope elements
- Advise on finance operating models, industry standards, emerging trends, competitor capabilities and limitations, and finance transformation
- Support strategic existing-customer opportunities by capturing pain points, prioritizing objectives, and aligning on solutions and roadmaps
- Develop and manage a pipeline of new business opportunities
- Partner with Sales and Partner teams on the services aspect of deals
- Coordinate product demonstrations and consultations
- Build and maintain customer relationships as a trusted advisor
- Collaborate with sales, technical, customer support, product, customer success, and legal teams
- Plan project timelines, resources, budgets, and implementation complexity
- Ensure seamless sales-to-implementation handoffs and continuity in the customer journey
- Track sales activities, opportunities, and interactions using CRM tools
- Report on services sales forecasts, effort-estimation trends, and budget versus actuals
- Meet or exceed services sales quotas and service-booking KPIs
- Assist with Go-To-Market playbooks and sales enablement assets, including workshops, use cases, competitive comparisons, training, whitepapers, and webcasts
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
- 4+ 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- Short-term and long-term incentive programs, based on eligibility
- Robust offering of benefit and wellness plans
- Professional development seminars
- Inclusive affinity groups
- Virtual and in-person workplace interactions
- Reasonable accommodations during the application or interview process