FinQuery, Formerly LeaseQuery

Director

• Build and maintain a prioritized target list across key financial categories (accounting, financial close, document automation, fixed assets, revenue recognition, intercompany, and adjacencies)
• Source opportunities by establishing and managing relationships with founders, bankers, and investors; execute outbound outreach to qualify fit with FinQuery's mission and technology
• Conduct strategic fit analysis using the build/buy/partner framework, sizing the market, and estimating deal quality (ARR mix, churn, cross-sell potential)
• Assess product and technical alignment with the contract-driven subledger strategy, identifying risks (on-prem vs. cloud, channel-sourced customers, customer concentration)
• Build comprehensive acquisition models, including ARR bridges, revenue retention, synergies, integration costs, and EBITDA impact
• Perform scenario and valuation analysis (ARR/EBITDA multiples, DCF)
• Partner with Finance on working capital, deferred revenue, and purchase accounting.
• Manage the M&A process: Including preparing investment committee/board materials, coordinating diligence across all functional teams, supporting LOI/definitive agreement negotiations, tracking risks, and providing go/no-go recommendations
• Maintain deal files and report progress to leadership
• Manage post-close integration: translate the deal thesis into a 100-day plan, partner on GTM/CS cross-sell motions, track performance against the model, and identify non-core revenue exits
• Conduct market and competitive analysis to inform the 3-5 year product and M&A roadmap, evaluating adjacencies for build, buy, or integrate decisions
• Support CEO/CFO with board materials, strategic narratives, and investor communications

Director, Corporate Development – Strategy

Customer Success Manager

• Own the entire post-sale customer lifecycle as the Senior Vice President, Customer Success.
• Set the vision and build the operating model while managing the CS leadership team.
• Partner closely with Sales, Product, Professional Services, and Support to ensure measurable customer outcomes.
• Protect high customer retention and expand existing relationships.
• Build a scalable Customer Success organization to support multi-product strategy.
• Act as a strategic owner for the installed base using customer feedback to inform company strategy.
• Drive financial outcomes including Gross Retention and Net Revenue Retention (NRR).

Senior Vice President, Customer Success

Full-stack Engineer

• Lead the technical vision for at least one major area of our organization and provide the daily guidance needed to make it a reality.
• Set the gold standard for quality, designing systems that prevent problems before they even start and leading major improvements that fix entire classes of issues.
• Become a go-to expert in AI-driven development, advocating for and driving the adoption of AI/LLM tools far beyond just coding.
• Jump into the full development lifecycle, from gathering requirements to designing and owning major components.
• Build a deep understanding of how your work impacts our customers, making smart trade-offs based on business needs and mentoring others to do the same.
• Proactively tackle our most complex problems, creating sustainable solutions that will keep us moving forward.
• Evolve our architecture to handle future needs for scaling, performance, security, and reliability.
• Continuously find ways to improve our team's processes.
• Take full ownership of your work and your team's quality, significantly upgrading our test automation strategies.
• Ensure every phase of development is well-documented and guide others in doing the same.

Senior Software Architect

Principal Software Engineer

Frontend Engineer

• Developing and maintaining complex and responsive user interfaces modern JavaScript frameworks such as React and Next.js
• Making meaningful and regular contributions to the company’s Web Component library to ensure consistency and efficiency across our applications.
• Collaborating with product designers and other engineers to translate wireframes and mockups into high-quality user interfaces.
• Writing clean, maintainable, and efficient code using the latest HTML, JavaScript, and CSS standards.
• Participating in code reviews and providing constructive feedback to team members.
• Developing, troubleshooting, and debugging features/issues across different browsers.
• Monitoring metrics and optimizing applications for performance and scalability.
• Staying up-to-date with emerging technologies and industry trends, applying them to improve existing systems and processes.
• All other duties as assigned.

Senior Frontend Engineer – FCM

Sales Development Rep

• Engage prospects through cold outreach to communicate how FinQuery can solve lease accounting challenges
• Cold-call prospects and educate the market about FinQuery’s software
• Generate opportunities with net-new customers to support and enable Account Executives to close deals
• Research prospects, discover pain points, get access to decision-makers, and set meetings
• Communicate with potential clients via phone, email, and LinkedIn to develop interest in FinQuery’s software
• Follow an established sales process and participate in weekly coaching
• Participate in SDR training including virtual classroom learning, role-plays, and practice
• Generate sales-qualified leads and prospect via cold calls, email, and LinkedIn to establish solution value
• Receive leads from marketing (~40%) and be 100% responsible for generating additional prospects
• Measure success on daily activity metrics and monthly quota attainment
• Progress through a defined career path with opportunities to promote to Account Executive or Channel Partner roles

Sales Development Representative

Customer Support

• Exhibit POD domain proficiency
• Provide insights to clients on software functionality and workflow/best practices.
• Demonstrates initiative to problem solve and willingness to investigate platform functionality.
• Ability to maintain high levels of personal accountability and self-motivation.
• Communicates professionally with external and internal stakeholders.
• Create and Run Presentations
• Contribute to system FAQs
• Keep up to date with new product releases and enhancements
• Attend Weekly one-on-one meetings
• Attend Daily Standup meetings
• Accounting Responsibilities:
• Basic understanding of product-specific accounting guidance
• Review of internal and client-facing accounting articles
• Research relevant accounting guidance
• Clearly explain accounting guidance to customers
• Participate in system-focused presentations
• Lead Live Agent Hours/Webinars
• Technical Responsibilities:
• Growing technical knowledge to assist clients within the POD domain
• Communicates with the development team on any technical defects and software enhancements

Customer Support Advisor II

Accounting Manager

• Engage with prospects and customers in a consultant role showing how our solutions can help meet their business and technical goals.
• In partnership with the sales team, formulate and execute a sales strategy to exceed revenue targets.
• Remain up to date with all of FinQuery’s products and services by attending product release meetings and provide feedback to the product team
• Collaborate with sales, marketing, and product teams providing customer feedback and influencing our go-to-market messaging
• Gather and document client requirements in order to translate requirements into software presentation that conforms to client needs.
• Prepare for meetings and tailor communications to address business needs of potential clients as part of the pre-sales process.
• Build deep relationships with customers to enable them to be FinQuery advocates.
• Continuously improve professional skills with a focus on personal mastery and team learning through activities such as training, reading, and seeking mentorship from others.
• Provide the marketing team with content for technical articles, blog comments, webinars, peer review, etc. and participate in webinars as a technical expert
• Partner with Customer Success Managers to answer escalated technical accounting and software questions as well as participate in customer calls, as needed
• Identify repeat request and how to resolve especially if it could be addressed during sales process/demo
• Develop an understanding of competitive analyses and differentiators between the company and its competitors.
• Develop a competent level of knowledge and technical hands-on experience across products, solutions, and sales propositions.
• Document all calls, emails, and other relevant sales activity in CRM accurately and timely.
• Keep up to date with all pronouncements by regulatory bodies and new developments with regards to lease accounting
• Represent FinQuery by adequately preparing for and participating in conferences and events.
• Conduct all business in accordance with FinQuery policies and procedures
• All other duties as assigned.