Specialist II, Finance Solutions

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Specialist II, Finance Solutions based in United States.

This role focuses on building and expanding strategic customer relationships by understanding complex business challenges and delivering tailored solutions. The position serves as a trusted advisor, helping organizations identify opportunities to improve decision-making through data-driven insights. You will collaborate with senior stakeholders, sales teams, and internal experts to drive revenue growth and customer success. The role combines consultative selling, account strategy, solution expertise, and relationship management in a dynamic environment. You will play a key part in identifying growth opportunities, supporting renewals, and expanding customer adoption of innovative solutions. This is an opportunity for an experienced sales professional to make a measurable impact while working with enterprise-level clients.

Accountabilities:: The Specialist II, Finance Solutions is responsible for managing customer relationships, identifying business needs, and aligning solutions to deliver measurable value. The role requires strong consultative sales capabilities, strategic thinking, and the ability to collaborate across teams to support customer growth and retention.

Act as a trusted advisor by developing a deep understanding of customer challenges and proactively identifying opportunities to support evolving business needs.

Develop new business opportunities and expand existing accounts through renewals, cross-selling, and upselling within an assigned portfolio of solutions.

Translate customer requirements into effective solution recommendations by demonstrating strong knowledge of products, use cases, and industry challenges.

Build account strategies by engaging key stakeholders, understanding organizational priorities, and identifying opportunities for business growth.

Present solution capabilities, address objections, and create compelling customer value propositions aligned with business outcomes.

Leverage industry expertise and customer success stories to demonstrate the impact of solutions and strengthen client relationships.

Provide customer feedback and market insights to internal teams to support product improvements and innovation.

Maintain accurate customer and opportunity information within Salesforce to support forecasting, planning, and reporting activities.

Participate in account planning sessions, business reviews, and solution reviews to strengthen customer engagement.

Travel onsite to customer locations as needed to support business objectives and relationship development.

Requirements:

The ideal candidate brings extensive experience in consultative sales, customer relationship management, and solution-based selling within complex business environments. Strong communication skills, strategic thinking, and the ability to manage senior stakeholders are essential for success.

Bachelor’s degree required.

Minimum of 8 years of experience selling new solutions, expanding existing accounts, or driving revenue growth in a similar environment.

Proven experience managing complex sales cycles and engaging multiple senior-level stakeholders.

Ability to quickly understand customer environments, business processes, and technology needs to identify growth opportunities.

Strong consultative selling skills with the ability to connect solutions to customer objectives.

Excellent verbal, written, and presentation communication skills suitable for enterprise and global audiences.

Experience using sales methodologies, Salesforce, Microsoft Excel, PowerPoint, and Word.

Strong ownership mindset with the ability to solve problems, take initiative, and collaborate effectively across teams.

Continuous learning mindset with the ability to develop expertise through professional experiences, training, and stakeholder relationships.

Willingness to travel approximately 40% of the time for customer meetings and business activities.

Benefits:

Competitive annual salary range of $102,100 - $171,500 USD.

Commission eligibility in addition to base compensation.

Generous paid time off that increases with tenure.

Up to 16 weeks of fully paid parental leave after one year of employment.

Paid sick leave to support personal and family needs.

Education assistance and access to extensive learning and development resources.

Paid volunteer days and donation matching programs.

Competitive 401(k) plan with company matching.

Comprehensive health and wellness benefits, including medical, dental, and vision coverage.

Wellness program discounts and resources to support employee well-being.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1