Senior Finance Operations Specialist

3 weeks ago


Schaumburg, Illinois, United States Paylocity Full time

About Us

Paylocity is a leading provider of modern finance and spend management software solutions, empowering businesses to streamline their financial operations and achieve success.

We're seeking a highly skilled Airbase Solutions Consultant to join our Sales & Marketing team. As a key member of our pre-sales team, you will serve as the technical subject matter expert, working closely with sales account executives to deliver tailored product demonstrations and articulate the unique value and features of the Airbase solution.

Your role will be critical in overcoming technical hurdles, performing fit assessments, and conducting cost-benefit and ROI analyses to ensure prospective clients see the full potential of the Airbase platform. This position requires strong analytical skills, excellent communication abilities, and a deep understanding of financial operational processes and ERP systems.

Responsibilities

  • Partner with sales account executives to support the pre-sales cycle, providing expert guidance and ensuring smooth technical alignment with prospects.
  • Deliver high-impact, tailored product demonstrations that align with the prospective buyer's specific business needs, particularly around payment, expense management, and approval processes.
  • Provide technical insights into how Airbase integrates with ERP systems (e.g., NetSuite, QuickBooks Online, Sage Intacct) and ensure compatibility with clients' financial operations workflows.
  • Collaborate with sales, sales enablement, and product teams to refine sales scripts, discovery processes, and demonstrations, ensuring continuous improvement in customer-facing materials.
  • Act as a subject matter expert on Airbase capabilities, competitive solutions, and adjacent spend management platforms, staying up-to-date on industry trends and advancements.
  • Translate new product releases and updates into clear, customer-ready messaging that emphasizes Airbase's differentiators and practical use cases.

Requirements

  • Bachelor's degree in Business, Finance, Information Systems, or commensurate experience.
  • 3-5 years of experience in a pre-sales role, preferably with a SaaS company targeting financial operations or similar verticals.
  • Deep understanding of ERP systems and accounting software workflows (NetSuite, QuickBooks Online, Sage Intacct).
  • Excellent communication skills with the ability to present complex technical concepts to both technical and non-technical audiences.

Estimated Salary Range: $105,000 - $120,000 per year, based on location and experience.



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