BS&A Software

Financial Planning and Analysis

• End-to-end ownership of annual operating plans, long-range financial models, and rolling forecasts
• Financial modeling to evaluate growth initiatives, pricing strategies, payments economics, and capital allocation decisions
• Reporting and analysis of core SaaS and payments metrics, including ARR, MRR, churn, net revenue retention, LTV/CAC, payment volume, and take rate
• Development and maintenance of executive-level Tableau dashboards providing real-time visibility into performance, trends, and risk
• Board-ready reporting and analysis, including quarterly board presentations and ad-hoc investor requests
• Variance analysis with clear identification of root causes, risks, and corrective actions
• Continuous improvement of FP&A, reporting, and BI processes through automation, advanced analytics, and AI-enabled forecasting
• Practical application of AI-assisted tools to improve efficiency across forecasting, scenario modeling, variance analysis, and executive reporting
• Partnership with Product, Sales, Payments, and Operations leaders to influence decision-making through data

Manager, Financial Planning & Analysis – FP&A

Business Development Rep

• Prospect and identify potential clients through research, networking, and cold calling.
• Qualify leads based on predefined criteria to determine their fit for our products or services.
• Build and maintain relationships with key decision-makers and stakeholders within target organizations.
• Conduct introductory meetings and product demonstrations to educate prospects about our offerings.
• Collaborate with the sales team to develop strategies for engaging and converting leads into customers.
• Track and report on sales activities and performance metrics using CRM software.
• Stay updated on industry trends, market developments, and competitor activities to identify new opportunities.
• Continuously improve sales techniques and processes to optimize lead generation and conversion rates.

Business Development Representative

Account Executive

• Identify, engage, and close net-new municipal clients across assigned territories
• Develop trusted relationships with key stakeholders across local government agencies
• Partner with sales leadership and marketing to execute targeted account plans and pipeline strategies
• Diagnose client challenges and position BS&A solutions to transform municipal operations
• Conduct deep research to understand organizational priorities, funding dynamics, and decision structures
• Accurately manage opportunities and forecasting within Salesforce
• Utilize a multi-threaded approach (email, phone, video, social) to drive engagement and progression
• Participate in industry events, trade shows, and presentations
• Consistently meet and exceed quarterly and annual revenue targets

Account Executive – Mid-South Territory

• Drive New Business Growth: Identify, engage, and close net-new municipal clients across assigned territories
• Build Strategic Relationships: Develop trusted relationships with key stakeholders across local government agencies
• Own Territory Strategy: Partner with sales leadership and marketing to execute targeted account plans and pipeline strategies
• Lead Consultative Sales Cycles: Diagnose client challenges and position BS&A solutions to transform municipal operations
• Leverage Insight-Driven Selling: Conduct deep research to understand organizational priorities, funding dynamics, and decision structures
• Maintain Pipeline Discipline: Accurately manage opportunities and forecasting within Salesforce
• Engage Across Channels: Utilize a multi-threaded approach (email, phone, video, social) to drive engagement and progression
• Represent BS&A in Market: Participate in industry events, trade shows, and presentations
• Deliver Results: Consistently meet and exceed quarterly and annual revenue targets
• Travel: Up to 20% for client meetings and industry events