Serve as a pre-sales SAP and accounting subject matter expert, advising finance stakeholders on integrations, automation, data structures, and month-end close workflows. Partner with sales, solutions consulting, product, and engineering teams to demonstrate business value, support proof-of-concepts, develop integration environments, answer technical questions, and translate complex SAP connectivity concepts into business-friendly guidance. The role requires strong accounting knowledge, SAP expertise, customer communication skills, and up to 25% travel.

Generates new business opportunities for an AI accounting platform by building prospect lists, conducting outbound outreach, qualifying prospects, scheduling product demos, tracking activity in Salesforce, and collaborating with Account Executives, Marketing, and Sales Management. The role requires audit or accounting experience and offers a pathway into sales.

Generate new business opportunities through prospecting, outbound calls, emails, social media, referrals, and inbound leads. Build relationships with CFO-office stakeholders, understand client challenges, qualify prospects, schedule product demos for Account Executives, meet activity targets, document work in Salesforce, and collaborate with sales, marketing, and management teams.