Digital Transformation Advisor | R2R

Published:
September 2026

Department: R2R Sales & Expansion The Digital Transformation Advisor (DTA) for the Record-to-Report (R2R) business unit is a high-impact position. This role is a cornerstone of our growth strategy, tasked with accelerating revenue through both elite-level new logo acquisition and the strategic expansion of our global enterprise footprint.

As a subject matter expert in R2R and Financial Close automation, you will serve as a bridge between technical innovation and executive vision. We are looking for high-velocity professionals who embody our core pillars-Hungry, Humble, and High IQ-and possess a relentless "boots-on-the-ground" mentality, traveling 50%+ to command the room with prospects, clients, and internal leadership.

Expansion & Acquisition Focus Digital Transformation Advisor | Account Management (Expansion):
Strategically identify "white space," engineer high-value upsells, and embed our R2R solutions into the heart of our existing customers' multi-year ERP transformation roadmaps. Key skills include navigating complex internal politics, long-term strategic account orchestration, and master-level relationship farming.

Digital Transformation Advisor | Enterprise (Net New):
Penetrate untapped markets, build executive trust from the ground up, and position our enterprise platform as the undisputed premier solution for the Office of the CFO. Key skills include high-velocity prospecting, aggressive competitive positioning, and the tactical precision to close complex enterprise deals.

Core Responsibilities Strategic Influence:
Extracting critical intelligence from champions to shift executive stakeholders from "education" to "active buy mode."In-Person Bias:
Leading from the front with a 50%+ travel commitment to conduct on-site discovery and high-impact ROI assessments.

Operational Rigor:
Managing a high-stakes portfolio of 20+ accounts with extreme organizational precision, ensuring every sales cycle moves with relentless velocity.

Domain Leadership:
Acting as the definitive SME on Record-to-Report, Financial Close, Account Reconciliation, and Financial Consolidation to provide the "Strategic Why" that resonates with the CFO's office.

Solution Alignment & Value Engineering:
Analyzing complex client workflows and technology landscapes (SAP, Oracle Cloud, Net Suite, Workday) to identify pain points and define a clear future-state vision driven by measurable ROI and success criteria.

Requirements & Experience Qualifications Mandatory Domain Expertise:
Proven subject matter expertise in Record-to-Report (R2R) processes, including Financial Close, General Ledger, Account Reconciliations, and Financial Consolidation Reporting (Sales, Pre-Sales, or Consulting background).Sales / Deal Execution:
Proven track record of managing enterprise deal cycles or driving high-value SaaS/ERP solutions with Fortune 1000 clients.

Financial & Systems Acumen:
Strong understanding of corporate accounting concepts and hands-on familiarity with financial modules in major ERPs (SAP, Oracle Cloud, Net Suite, Workday, etc.).Consulting & Presentation

Skills:

Exceptional analytical, problem-solving, and solution design skills. Highly capable of presenting to and facilitating strategy sessions with senior CFO/Controller executive groups.

Travel Flexibility:
Willingness to travel on-site (50%+) to facilitate discovery sessions, present business cases, and win enterprise business.

Cultural Fit:
Must demonstrate Hungry (pace/drive), Humble (radical coachability), and High IQ (strategic problem-solving) traits.