Job Description

We’re looking for a Commercial Solution Specialist, Financial Management to help expand our strategic mid-size customers’ Procore platform to include our Financial products, and to ensure they drive maximum value. In this role, you’ll be the product champion for all of Procore’s financial products (Project Financials, Accounting Integrations, Invoice Management, and Procore Pay) and serve as a subject matter expert. You will succeed in this role when the customer purchases and realizes business performance gains from their investment. 

As a successful Solution Specialist, you’ll help organizations understand best practices around financial construction technology and solutions and the many business benefits they can provide. You’ll work in a highly collaborative, creative, and driven environment that values openness, optimism, and ownership. In this role, you’ll leverage your consultative-mindset and knowledge of the construction industry and Procore’s software platform to provide clients with important recommendations on how financial products will benefit their business performance. You’ll partner closely and cross-functionally with Account Management, Customer Engineering, Professional Services, Support and Implementation, Product and Marketing. Successful candidates are passionate about improving the lives of everyone in construction.

This position will report to our Manager, Solution Specialist, Financial Management and can be based remotely anywhere in the U.S. We’re looking for someone to join us immediately.
 

What you’ll do:

• Function as the Financial Management Subject Matter Expert for the account management teams you align with. Work with the Account team to identify Financial Management cross-sell opportunities within our existing enterprise customer base.

• Partner with primary Account Manager and CSE on account strategy and product enablement to effectively position and sell our Financial Management product suite, ultimately driving customer attaches to achieve product-specific ARR targets. 

• Work collaboratively with the Account Manager and Customer Success Engineer to drive product adoption and churn mitigation opportunities.

• Provide periodic updates to our customers on product capabilities, benefits/use cases, and how that translates into customer value.

• Provide visibility into Financial Management performance, forecasts, and attach rates to help sales leadership build a plan for their ARR targets. 

• Pursue and increase knowledge of key competitors to ensure our value proposition is effectively communicated to customers.

What we’re looking for:

• 5+ years of demonstrated successful SaaS software sales experience, preferably B2B either in a sales support role or direct sales role, preferably selling financial products

• AND/OR experience as a controller/accountant/project manager or project engineer at a construction company managing project financials through Procore software

• Experience using a consultative, solution-based sales methodology and prior experience using a CRM and opportunity management system, preferably Salesforce.com

• Proven ability to communicate effectively via telephone, zoom and email with customers

• Ability to develop trusted relationships both internally and externally with customers

• Proven ability to develop and manage pipeline and forecasting

• Proficiency with Microsoft Office products and online collaboration tools

Qualifications