Sales

The Strategic Account Executive is the lead owner of complex Fin Qore sales engagements with PE-backed SaaS companies, driving the full sales cycle from CFO relationship-building through discovery, AI platform demonstration, commercial negotiation, and proposal/SOW close. This is a relationship-driven, enterprise sales role built around trusted engagement with Office of the CFO stakeholders at portfolio companies.

This person will lead customer-facing conversations with CFOs, VP Finance leaders, FP&A teams, and Controllers, and will partner with Fin Qore's internal PE relationship team to support (but not own) private equity sponsor conversations. They will qualify the business problem, run compelling demos, shape the commercial proposal, and close the deal — handing off cleanly to the Solutions/Delivery team once signed.

A successful person in this role is a strong relationship seller with enterprise sales discipline, finance fluency, and the ability to build trust with senior Finance executives. They should be comfortable carrying a quota, traveling to build in-person relationships, and selling a six-figure ACV solution into PE-backed portfolio companies.

CFO and Portfolio Company Relationship Selling

Lead the sales relationship with CFOs, VP Finance leaders, FP&A teams, and Controllers at PE-backed portfolio companies.

Build trust with senior Finance stakeholders through in-person meetings, industry events, dinners, and ongoing relationship cultivation — this role requires regular travel.

Understand the prospect's revenue model, systems environment, reporting process, and board reporting cadence well enough to speak credibly about their business.

Assess pain around manual revenue reporting, fragile spreadsheet workflows, broken ARR history, inconsistent KPI definitions, and lack of confidence in customer-level analytics.

Frame Fin Qore's value in business terms: speed, confidence, defensibility, reporting accuracy, and exit readiness.

Qualify whether the opportunity has a real business case, clear urgency, and executive sponsorship.

Supporting PE Relationships

Partner with Fin Qore's internal PE relationship and business development team to support conversations with PE sponsors, operating partners, and portfolio operations teams when they intersect with an active or prospective deal.

Help translate PE priorities — value creation, board reporting, KPI standardization, diligence readiness, exit preparation — into the account-level sales conversation, without owning the broader PE relationship strategy.

Loop in the internal PE/BD team on warm introductions, portfolio mapping, and land-and-expand opportunities sourced through PE relationships.

Finance Use Case Discovery

Lead discovery conversations to uncover Finance use cases, reporting requirements, and business outcomes that map to Fin Qore's value proposition.

Current revenue reporting workflows and pain points.

ARR, cARR, NRR, GRR, churn, expansion, contraction, bookings, billings, revenue, and customer logic — enough fluency to have a credible conversation, not to scope the solution.

Board reporting, KPI reporting, investor reporting, management reporting, and diligence reporting needs.

Critical events such as board meetings, M&A, audit, refinancing, new PE ownership, or exit readiness that create urgency.

AI Platform Demonstration and Value Alignment

Lead demonstrations of Fin Qore's AI platform in a way that connects product capabilities to the customer's actual Finance use cases and business outcomes.

Demonstrate how Fin Qore creates a trusted revenue data foundation and automated financial cube.

Show how customer-level, segment-level, cohort-level, and product-level analytics support Finance decision-making.

Connect AI…