Sitero

Financial Planning and Analysis

• Serve as a trusted advisor to the CEO, President, CTO, and HR leadership, aligning financial strategy with business priorities and scaling global operations effectively
• Lead enterprise-wide financial planning, including budgeting, forecasting, and long-range planning, ensuring alignment with Sitero’s growth objectives
• Drive financial rigor and visibility across project delivery, talent acquisition, and resource allocation to support margin optimization and delivery efficiency
• Partner with HR and Talent Acquisition to establish governance and financial discipline around global workforce planning, requisition approvals, and headcount investment strategies
• Provide clear, executive-level financial reporting and insights to business leaders, enabling informed decision-making across all functions
• Strengthen financial modeling and analytics capabilities, leveraging large datasets to identify trends, risks, and opportunities across global operations
• Play a leadership role in bid defense meetings, RFP processes, and commercial strategy by ensuring financial competitiveness and profitability
• Support mergers and acquisitions activities, including financial diligence, integration planning, and synergy realization
• Lead financial strategy and evaluation for inorganic growth initiatives, including target identification, valuation modeling, deal structuring, and alignment with Sitero’s long-term strategic priorities (services, eClinical platform, and AI capabilities)
• Partner with executive leadership to define and execute M&A strategy, including building acquisition theses, assessing build vs. buy decisions, and prioritizing targets that enhance Sitero’s competitive positioning and technology differentiation
• Develop and maintain robust financial models to evaluate acquisition scenarios, including ROI, accretion/dilution, synergy potential, and integration costs across global operations
• Drive end-to-end financial diligence for acquisitions, including quality of earnings analysis, revenue sustainability, cost structure assessment, and identification of operational and financial risks
• Establish governance and performance tracking frameworks for acquired entities, ensuring alignment with Sitero’s margin targets, growth objectives, and operational efficiency benchmarks
• Oversee global financial operations, ensuring appropriate controls, compliance (including GDPR considerations), and audit readiness
• Lead Audit Committee engagement, including preparation, planning, and execution of all financial reporting requirements
• Evaluate and implement systems, tools, and automation to enhance financial operations, reporting accuracy, and scalability (including payroll and benefits infrastructure where applicable)
• Drive continuous improvement of financial processes and systems to support a high-growth, global organization

Vice President, Finance

Business Development Rep

• Work within a defined territory to generate and qualify new leads and opportunities
• Research and develop a plan for breaking into your assigned territory
• Partner closely with marketing on GTM strategy
• Build trusted relationships with prospective customers, understand their needs and recommend the right Sitero solutions/products
• Meet and surpass your sales goals
• Attend conferences and represent Sitero's Clinical and eClinical products
• Drive efforts for customer expansion by identifying opportunities for upselling and cross-selling
• Support management of RFIs/RFPs, vendor qualifications and audits for existing accounts
• Manage all procurement activities: PO’s, change orders, amendments, MSA renewals etc.
• Oversee the onboarding process for customer base, ensuring a smooth and efficient implementation of Sitero
• Collaborate closely with other departments to ensure seamless customer experience
• Gather formal customer feedback and ensure Customer Satisfaction objectives are achieved.
• Accountable for client finances including PO’s and pursuing opportunities for organic growth within the customer portfolio
• Accurately forecast bookings and revenue to ensure performance against financial targets

Director, Business Development

• Proactively identify and qualify new business opportunities within target accounts
• Build and manage a robust pipeline of qualified opportunities in Sitero's CRM
• Engage clinical operations, data management, IT, and executive stakeholders to understand their eClinical technology and service needs
• Partner with marketing on ABM campaigns, trade show strategy, and targeted outreach initiatives
• Conduct discovery calls, needs assessments, and capability presentations
• Collaborate with internal subject matter experts to develop customized proposals
• Guide prospective clients through complex, multi-stakeholder sales cycles
• Track and communicate competitive intelligence and emerging trends in eClinical technology
• Provide feedback from market interactions to inform Sitero's product roadmap and service offering development

Inside Sales

• Conducts outbound outreach (cold calls, emails, social engagement) to initiate contact with decision-makers and influencers at prospective biopharmaceutical and Medical Device organizations.
• Crafts and delivers compelling messages tailored to each target, clearly articulating Company’s unique value proposition along with Company’s product and service offerings.
• Executes key campaigns activity to broaden market awareness and deepen engagement.
• Reviews inbound Marketing leads and evaluates fit based on prospect needs, pipeline stage and strength, current/future projects, financial status, and alignment with Company’s capabilities.
• Qualifies and transitions well-vetted leads to the appropriate Business Development team member for further engagement.
• Maintains detailed, up-to-date documentation of all outreach activities, lead qualification outcomes, and account intelligence within CRM systems (e.g., Pipe Drive).
• Provides real-time feedback to Sales and Marketing on prospect engagement trends, messaging effectiveness, and areas for strategic refinement.
• Continuously engages prospects through thoughtful follow-up, sharing relevant updates and opportunities to maintain interest.

Inside Sales Associate

Customer Success Manager

• Work within a defined territory to generate and qualify new leads and opportunities
• Research and develop a plan for breaking into your assigned territory
• Partner closely with marketing on GTM strategy
• Build trusted relationships with prospective customers, understand their needs and recommend the right Sitero solutions/products
• Meet and surpass your sales goals
• Attend conferences and represent Sitero's Clinical and eClinical products
• Drive efforts for customer expansion by identifying opportunities for upselling and cross-selling
• Identify growth possibilities within existing accounts and formulate strategies to enhance customer lifetime value
• Support management of RFIs/RFPs, vendor qualifications and audits for existing accounts
• Manage all procurement activities: PO’s, change orders, amendments, MSA renewals etc.
• Oversee the onboarding process for customer base, ensuring a smooth and efficient implementation of Sitero working closely with the implementation and delivery teams to maximize Sitero's impact and delivering undisputable operational impact
• Collaborate closely with other departments, such as sales, marketing, product management, delivery, and support, to ensure seamless customer experience
• Share customer insights, feedback, and success stories to contribute to product development, marketing initiatives, and overall company strategy
• Ensure appropriate internal stakeholders are engaged in issue resolution
• Serve as point of contact with customer on escalated issues
• Gather formal customer feedback and Customer Satisfaction (CSAT) scores
• Escalate identified issues and facilitate issue resolution to ensure CSAT objectives are achieved
• Accountable for client finances including PO’s. Identifies and pursues opportunities for organic growth within the customer portfolio
• Supports service delivery with client budgets and invoices particularly as it relates to issue resolution including invoicing issues and contract overages
• Accurately forecast bookings and revenue to ensure performance against financial targets within the CRM tool