Account Executive – Financials
OneSource Virtual
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
Tech Stack
ERP
About the role
- Identify, prospect, and develop new client relationships for Invoice Pay and accounts payable services
- Build and manage a robust sales pipeline through strategic outreach, networking, and relationship building
- Conduct discovery calls and needs assessments to understand client pain points in invoice processing and AP workflows
- Present OSV's Invoice Pay solutions and demonstrate ROI to C-suite executives, finance leaders, and procurement teams
- Develop and execute account strategies to close new business and achieve quarterly and annual sales targets
- Negotiate contract terms and pricing in collaboration with leadership and legal teams
- Build trusted advisor relationships with prospective clients throughout the sales cycle
- Partner with marketing to execute campaigns, webinars, and events targeting the Workday user community
- Maintain deep knowledge of the Workday ecosystem and broader ERP/finance technology landscape
- Coordinate seamless handoffs to implementation and account management teams post-sale
- Represent OSV at industry conferences, Workday events, and client meetings
Requirements
- Bachelor's degree in Business, Finance, Accounting, or related field
- 8+ years of B2B sales experience, preferably finance/accounting solutions
- Proven track record of meeting or exceeding sales quotas and revenue targets
- Experience selling to finance, accounting, or procurement organizations
- Strong understanding of accounts payable processes, invoice processing, and payment workflows
- Excellent presentation, communication, and negotiation skills
- Self-motivated with strong organizational and time management abilities
- Proficiency with CRM platforms (Salesforce or similar) and sales productivity tools
Benefits
- Values-based culture
- Upward mobility
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
B2B salesaccounts payable processesinvoice processingpayment workflowssales quotasrevenue targetsneeds assessmentsaccount strategiescontract negotiation
Soft skills
presentation skillscommunication skillsnegotiation skillsself-motivatedorganizational skillstime managementrelationship buildingstrategic outreach
Certifications
Bachelor's degree in BusinessBachelor's degree in FinanceBachelor's degree in Accounting