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Strategic Advisor for Finance Solutions
2 months ago
Corpay One, a leading SaaS fintech company, is seeking a highly skilled Strategic Advisor for Finance Solutions to join our team. This individual will play a crucial role in building and maintaining relationships with bookkeepers and accountants, driving our expansion efforts within their organizations, and empowering them to leverage our platform effectively.
As a Strategic Advisor for Finance Solutions, you will work closely with our sales team, providing coaching and participating in sales dialogues. You will lead training initiatives, foster deep connections with advisors, and support them in understanding the value of our product. Your role will also involve gathering feedback from advisors to ensure our product remains competitive and aligned with market needs.
Key Responsibilities:- Relationship Building & Nurturing: Develop and maintain strong relationships with existing bookkeepers and accountants, ensuring they are engaged and familiar with the full value Corpay One can bring to their clients.
- Advisor Development & Certification: Further qualify and certify advisors to become product experts, empowering them to effectively implement Corpay One in their workflows. Broaden the knowledge of Corpay One within their organizations, increasing adoption rates.
- Lead Customer-Centric Activities: Organize and lead workshops, webinars, and other training activities to introduce, educate, and demonstrate the value of Corpay One to new and existing advisors.
- Share of Wallet Growth: Work strategically to attain a larger share of wallet from advisors, deepening our relationships and expanding the use of Corpay One within advisor firms.
- Sales Cycle Management: Manage the entire sales cycle, from identifying new clients to closing deals. You will present our product, handle negotiations, and ensure a smooth transition from prospect to long-term customer.
- Client Engagement & Support: Stay in regular contact with your clients to understand their evolving needs, ensuring that Corpay One continues to meet their expectations and requirements.
- Feedback Loop with Product Team: Collect and facilitate feedback from advisors and their clients regarding desired features or improvements, and work with the Corpay One Product team to refine and enhance our solution.
- Experience: Proven experience in sales, account management, or client relations, particularly within the finance or SaaS industries. Experience working with bookkeepers, accountants, or financial advisors is highly preferred.
- Language Skills: Must be fluent in Danish (written and spoken).
- Interpersonal Skills: Strong interpersonal qualities with experience in good relationship building.
- Communication & Presentation Skills: Excellent ability to present, train, and explain SaaS solutions in a clear and engaging way.
- Sales & Negotiation Acumen: Ability to effectively manage the sales process, including identifying client needs, presenting product solutions, and negotiating agreements.
- Proactive & Strategic Thinking: A self-starter who can identify opportunities for growth and work towards them.
- Innovative Environment: Work in a cutting-edge fintech company with a mission to revolutionize accounts payable processes.
- Team Collaboration: Be part of a dynamic and supportive team where collaboration is at the core of success.
- Career Development: Grow your skills and career with ongoing professional development and leadership opportunities.
- Client-Centric Approach: Work directly with customers who rely on Corpay One to streamline their financial workflows.