TradeCentric

Financial Planning and Analysis

• Develop and lead the annual budgeting process in collaboration with department heads.
• Provide accurate and timely financial forecasts to assist in decision-making.
• Collaborate with executive leadership to develop and execute financial strategies.
• Generate regular financial reports for executive leadership and other stakeholders.
• Work closely with various departments to understand their financial needs.
• Collaborate with the executive leadership team to continually evaluate ROI and optimize spend.
• Identify financial risks and implement mitigation strategies.
• Lead sourcing, evaluation, and execution of potential M&A opportunities.

Director of Financial Planning and Analysis

Account Executive

• Operate with a hunter mentality - proactive, curious, commercially sharp, and motivated by new wins
• Drive net-new revenue by owning the full acquisition cycle from prospecting through contract negotiation and close
• Proactively generate pipeline through outbound prospecting, inbound follow-up, and partner-driven opportunities
• Engage and influence multi-level stakeholders, including executive decision-makers, to position TradeCentric’s strategic value proposition
• Develop and execute strategic account plans to advance opportunities and accelerate deal velocity
• Collaborate with Go-to-Market teams, including Marketing and Strategic Business Enablement, to generate pipeline and support growth initiatives
• Proactively manage pipeline, opportunities, and forecasting to senior management
• Ensure a seamless post-sale transition to Delivery to support long-term customer success
• Be proactive, flexible, and supportive of all team efforts across TradeCentric
• Other duties as assigned

Product Designer

• Work with Product leadership and the Product Management team to plan roadmaps that align with our strategic objectives.
• Leverage customer and stakeholder feedback, product performance and usage data, and competitive analysis in roadmap planning.
• Own the definition of product requirements, including writing clear, detailed user stories and acceptance criteria that enable Engineering to refine, build, test, and deliver high-quality solutions.
• Collaborate with QA by providing unambiguous acceptance criteria that support effective test planning and validation.
• Partner with Design to ensure complex technical workflows are intuitive, safe, and efficient for expert users.
• Collaborate with Marketing and Go-To-Market teams on planning, positioning, enablement, and launches.
• Leverage AI tools effectively as an accelerator to delivering intelligent and intentional products.
• Appropriately incorporate AI to streamline and enhance user workflows.
• Be the voice of the customer and subject matter expert for your product areas by supporting demos, customer conversations, internal training, and critical support escalations.
• Track key performance metrics (KPIs) to measure product success and identify areas for improvement.
• Build and maintain effective relationships with customers and technical partners.
• Support and participate in continuous improvement efforts within the Product team.

Director of Financial Planning and Analysis

Account Executive

Product Manager – User Experience