Senior PS Solutions Consultant

This is a fully remote position, open to applicants in California.

📋 Description

• Develop and oversee a pipeline of new business opportunities by identifying and targeting both current and potential customers.

• Collaborate with the Sales and Partner teams responsible for product sales to align on the services component of the agreements.

• Organize product demonstrations and consultations to illustrate how the accounting software fulfills customer needs from a Services Sales viewpoint.

• Establish and nurture strong customer relationships, serving as a trusted advisor throughout the sales process.

• Work together with internal teams (such as sales, technical, and customer support) to ensure that customer requirements are met.

• Evaluate customer needs and business processes to gain a precise understanding of the scope and complexity of each implementation project.

• Assess the level of effort (LOE) required for software setup, customization, integration, and training services.

• Draft detailed Statements of Work (SOW) that outline project scope, deliverables, timelines, and costs.

• Collaborate closely with product, customer success, and technical teams to guarantee smooth transitions from sales to implementation.

• Monitor services sales activities, opportunities, and customer interactions utilizing CRM tools.

⛳️ Requirements

• Demonstrated experience in selling SaaS or accounting-related software services.

• Strong understanding of accounting principles and financial software applications (BlackLine preferred).

• Proven capability to convert prospective and existing customer objectives into services solutions.

• Minimum of 4 years in a customer-facing role.

• Ability to evaluate project complexity and the effort necessary for software implementation.

• Experience in drafting and negotiating Statements of Work.

• Exceptional communication, presentation, and relationship-building skills.

• Capacity to manage multiple service sales opportunities at the same time.

• Familiarity with CRM tools, project management software, and accounting systems.

• A Bachelor's degree in Business, Accounting, Information Systems, or related fields is preferred.

🏝️ Benefits

• Short-term and long-term incentive programs.

• Comprehensive range of benefit and wellness plans.