Account Executive

Metafile Information Systems, Inc.

. Own and manage qualified-opportunity pipeline from discovery through close .

Posted 9/15/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the full-cycle sales process, including opportunity pipeline management, proposal development, and contract negotiations. Proficient in leveraging CRM tools like HubSpot and delivering tailored product demonstrations to finance and IT stakeholders.

Highest-signal resume keywords

B2B SaaS Sales ExperienceFull-Cycle Sales ManagementERP Ecosystem KnowledgeHubSpot CRM ProficiencyStrong Discovery Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Closing ExperienceProposal DevelopmentContract NegotiationPipeline ManagementROI Business Case DevelopmentAP Automation KnowledgeDocument Management ExpertiseWorkflow Software FamiliarityERP Integration ExperienceSales Quota Achievement

Soft Skills

Excellent Communication SkillsSelf-MotivatedCollaborative Team PlayerStrong Presentation Skills

Tools & Technologies

HubSpotMetaViewerBusiness CentralDynamicsNetSuiteSageAcumatica

Industry Keywords

B2B SalesFinance PersonasEnterprise SoftwareChannel Partner ManagementVAR RelationshipsProduct Launch ExperienceGo-To-Market Strategy

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Own and manage qualified-opportunity pipeline from discovery through close
Run discovery calls, product demonstrations, proposal conversations, negotiations, and contracting
Build and maintain an outbound pipeline targeting ideal customer profile accounts across priority verticals
Deliver tailored MetaViewer demonstrations, including Business Central and other ERP integrations
Develop proposals, pricing, and ROI/cost-per-invoice business cases
Coordinate pricing, finance, and leadership approvals during contracting
Maintain accurate pipeline records in HubSpot, including stage, forecast, and next steps
Partner with Marketing on messaging, competitive positioning, and sales-supporting content
Represent Metafile at industry events and trade shows, including Community Summit North America
Collaborate with Customer Success on customer handoff and onboarding
Manage and grow VAR and channel-partner relationships, including co-selling joint opportunities
Become fully ramped on MetaViewer's value proposition and demo flow within the first 90 days
Contribute to new-logo bookings with a forecastable pipeline by the end of the first two quarters

Requirements

What you’ll need

3+ years of closing experience in B2B SaaS or enterprise software sales
Experience selling into finance/accounting personas or ERP-adjacent solutions is ideal
Track record of consistently meeting or exceeding quota
Experience managing a full-cycle sales process
Ability to work from BDR-sourced pipeline and generate own opportunities
ERP ecosystem experience with Business Central, Dynamics, NetSuite, Sage, Acumatica, or similar is a strong plus, though not required
Strong discovery skills for diagnosing AP and document management pain points
Ability to present to multiple stakeholders across finance, IT, and operations
Experience with HubSpot or a comparable CRM
Excellent written and verbal communication skills
Self-motivated and comfortable in a lean, fast-moving team
Familiarity with AP automation, document management, or workflow/approval software is nice to have
Prior experience managing or co-selling with VAR/reseller partners is nice to have
Prior experience in a company undergoing a product launch or major go-to-market shift is nice to have

Benefits

Comp & perks

Competitive base salary plus uncapped commission
Clear quota and accelerator structure