Fluency - Advertising Automation Platform

Financial Planning and Analysis

• Track company drivers such as MRR/ARR, Churn, CAC (Customer Acquisition Cost), Logo Retention, and Margins to direct long-term strategic planning and provide data-driven insights to leadership.
• Leverage cohort analysis and complex financial models to create actionable reports and presentations for senior management.
• Partner with Marketing and Business Development leadership to track the sales funnel and forecast revenue.
• Monitor COGS and expenses to balance growth rate, profit margin, and cash flow in support of the company's financial targets.
• Act as the primary owner for our FP&A software, lead the implementation of new tools, manage ongoing system support, and utilize excellent project management skills to ensure our financial tech stack is optimized and scalable.
• Partner with business leaders to optimize financial procedures through continuous improvements to automation and data analysis.

Senior Financial Analyst

Sales

• Identify and establish relationships with new prospective clients to drive business growth.
• Effectively demonstrate the Fluency Platform to various stakeholders within a prospective client’s organization, including users, directors, managers, and executives.
• Develop and present compelling business cases to showcase the value of Fluency’s implementation for prospective clients.
• Maintain a proactive follow-up routine and outreach strategy to generate new business opportunities.
• Close new business deals, ensuring successful conversion from prospect to client.
• Travel to meet with prospective clients and attend industry events, up to 35%, though typically less.
• Maintain an organized pipeline and regularly communicate updates to executives.
• Act as the voice of the customer, providing insights and feedback to internal teams.
• Contribute to the development of onboarding guides and best practices to ensure smooth client integration.
• Support and drive efforts to ensure seamless onboarding for new clients.

Mid Market Sales Director

Director

• Identify and establish relationships with new prospective clients to drive business growth.
• Effectively demonstrate the Fluency Platform to various stakeholders within a prospective client’s organization, including users, directors, managers, and executives.
• Develop and present compelling business cases to showcase the value of Fluency’s implementation for prospective clients.
• Maintain a proactive follow-up routine and outreach strategy to generate new business opportunities.
• Close new business deals, ensuring successful conversion from prospect to client.
• Travel to meet with prospective clients and attend industry events, up to 35%, though typically less.
• Maintain an organized pipeline and regularly communicate updates to executives.
• Act as the voice of the customer, providing insights and feedback to internal teams.
• Contribute to the development of onboarding guides and best practices to ensure smooth client integration.
• Support and drive efforts to ensure seamless onboarding for new clients, ensuring they have a positive experience from day one.
• Contribute to internal training and education efforts related to the digital marketing landscape and strategies.
• Collaborate with Advertising Engineers to ensure a smooth transition from the client sale to the implementation and launch phase.

Senior Financial Analyst

Mid Market Sales Director

Mid Market Solutions Director