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CRM Consultant

4 weeks ago


Palo Alto, California, United States Hirewell Full time
Solutions Consultant

This company is changing the way high-growth companies make financial decisions. They are a next-gen accounting platform purpose built to automate end-to-end accounting workflows. In practical terms, information from CRM, billing, AP, payroll, etc. CEO, CFO, and finance teams can finally focus on making impactful financial decisions, while leaving this product to run the numbers.

They are building an accounting & finance software that will be industry defining and they need someone to help them transition to the next company phase. You'll work directly with the CEO, and wider GTM and Product teams to help prospects evaluate them as their next ERP. As an early member of the GTM team, you'll be uniquely positioned to build strategies, test hypotheses, and lay the foundation for the GTM motion for the years to come. The role is remote first with opportunities to travel to events co-working sessions in our New York office.

You'll take part in sales conversations and will be able to answer the vast majority of technical questions immediately, without the need to circle back with the Product team.
You'll setup the sandbox environment and tailor the data to showcase the key specific use cases of each customer. You're their consultant in the purchase process.
You will experiment with different demo styles, help write thoughtful follow-ups to customers, and become a highly responsive advisor to their prospective customers. You'll be the face of the company and will apply high customer empathy and structured problem solving to make sure every prospect interaction is delightful. Have 2+ years of experience supporting sales cycle with implementation and/ or customer support for accounting/financial solutions.
Possess strong knowledge of current ecosystem of tools in the office of the CFO.
Possess strong writing and verbal skills. Bonus points if you have experience selling to finance or accounting leaders or domain expertise in the field.
You will be entering on ground floor of a fast-growing startup that has the opportunity to change the face of the whole finance & accounting industry.
You will work closely with the CEO and founding team to influence company building and product decisions.
Medical, Dental, Vision Benefits
~ 20 Days of PTO, in addition to 9-11 company-wide holidays
~