Flexi Software

Account Executive

• Own a named territory where you will build and manage a pipeline of qualified opportunities from first contact through closed-won
• Execute a disciplined, multi touch prospecting motion across cold outreach, referrals, industry events, and inbound lead follow-up
• Lead discovery conversations with CFOs, Controllers, and finance operations leaders to uncover accounting pain, business fit, and competitive landscape
• Partner with the solutions team to design and deliver compelling, customer-specific product demonstrations
• Manage deal progression through a structured sales process (MEDDPICC or equivalent); maintain accurate and up-to-date Salesforce hygiene throughout
• Drive contract and pricing negotiations through close, working with legal and leadership on MSAs and SOWs as needed
• Collaborate with marketing on campaign feedback, content needs, and event strategy for the insurance vertical
• Represent Flexi at industry conferences
• Provide accurate monthly and quarterly pipeline forecasting to sales leadership

Engineering Manager

• Stand up a second, AI-forward engineering practice — hire, structure, and lead the team responsible for delivering Flexi’s next-generation platform
• Own delivery of the next-generation platform end to end, from architecture through development, QA, release, and ongoing operation
• Operate as a hands-on player-coach: stay in the architecture and the code, contribute directly, review your team’s work, and lift the bar by example — not from a distance
• Lead the team’s use of AI to accelerate delivery, embedding AI across coding, code review, testing, and documentation, and pushing aggressively for speed without sacrificing quality
• Build on modern web-based technologies — JavaScript, HTML, React, Vite, and similar — backed by Microsoft SQL Server, with a strong focus on application and database performance
• Hold the new practice to the enterprise standards expected of financial institutions: security, reliability, resilience, data integrity, and the controls our regulated customers depend on
• Partner with the CTO to define architecture standards, platform direction, and how the new practice integrates with Flexi’s existing C++/C# and DevOps environment
• Establish sound engineering discipline from day one — coding standards, testing, CI/CD, observability, and release practices — for a team being built from the ground up
• Manage cloud platforms and cloud spend; make sound build-versus-buy decisions and optimize cost without compromising scalability, security, or reliability
• Hire, onboard, and develop engineers; coach toward strong technical careers and identify the team’s future technical leaders
• Define and own engineering KPIs around delivery velocity, system reliability, performance, quality, and cost efficiency
• Partner closely with Product to turn the roadmap into shipped customer-facing software

Director / VP of Engineering

Product Manager

• Partner with the CEO and CTO to develop and evolve Flexi's product strategy, ensuring roadmap priorities reflect both near-term customer needs and long-term enterprise value
• Serve as the primary owner of roadmap recommendations and prioritization, partnering closely with the CEO and CTO to align product investments with company strategy
• Conduct ongoing customer discovery to surface unmet needs, validate assumptions, and translate customer insight into product decisions
• Continuously scan the market — competitors, adjacent tools, and category trends — and translate findings into clear roadmap implications
• Get into the field: on-site customer observation, customer and prospect meetings, and riding along on sales calls to see real workflows firsthand
• Partner with sales on active deals and run win/loss analysis to feed positioning, prioritization, and roadmap
• Blend market signal with technical opportunity and constraints to form a defensible point of view on what to build and why
• Serve as the primary customer-facing product voice, gathering feedback, communicating upcoming changes, and managing expectations through the development cycle
• Write detailed technical specifications, functional requirements, and user stories that engineering can act on without translation
• Partner hands-on with the delivery organization throughout the build — ensuring they have what they need, removing ambiguity, and verifying that what ships actually solves the customer’s problem
• Lead product design decisions, working directly in design tools or with external design resources to produce high-quality UX outcomes
• Manage the full product lifecycle, from discovery and spec through engineering delivery, QA, launch, and post-launch review
• Collaborate with sales and customer success to support deals, onboardings, and escalations that have a product dimension
• Build and maintain product documentation, release notes, and internal training materials
• Leverage AI aggressively across discovery, analysis, specification, design, and product development workflows. Continuously evaluate emerging AI capabilities and identify opportunities to incorporate them into both Flexi's internal operations and customer-facing products.

Account Executive

Director / VP of Engineering

Director of Product