Account Executive – Financials

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October 30

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OneSource Virtual

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B2B • SaaS • Finance

OneSource Virtual is a leading provider of business process as a service (BPaaS) solutions tailored for Workday customers. They specialize in automating administrative tasks related to payroll, benefits administration, and finance & accounting services. With a strong focus on accuracy and proactive support, OneSource Virtual helps organizations maximize their Workday investment, enabling them to reclaim internal resources and streamline processes through expert services and innovative technology.

501 - 1000 employees

Founded 2008

🤝 B2B

☁️ SaaS

💸 Finance

💰 Series B on 2015-06

📋 Description

• Identify, prospect, and develop new client relationships for Invoice Pay and accounts payable services • Build and manage a robust sales pipeline through strategic outreach, networking, and relationship building • Conduct discovery calls and needs assessments to understand client pain points in invoice processing and AP workflows • Present OSV's Invoice Pay solutions and demonstrate ROI to C-suite executives, finance leaders, and procurement teams • Develop and execute account strategies to close new business and achieve quarterly and annual sales targets • Negotiate contract terms and pricing in collaboration with leadership and legal teams • Build trusted advisor relationships with prospective clients throughout the sales cycle • Partner with marketing to execute campaigns, webinars, and events targeting the Workday user community • Maintain deep knowledge of the Workday ecosystem and broader ERP/finance technology landscape • Coordinate seamless handoffs to implementation and account management teams post-sale • Represent OSV at industry conferences, Workday events, and client meetings

🎯 Requirements

• Bachelor's degree in Business, Finance, Accounting, or related field • 8+ years of B2B sales experience, preferably finance/accounting solutions • Proven track record of meeting or exceeding sales quotas and revenue targets • Experience selling to finance, accounting, or procurement organizations • Strong understanding of accounts payable processes, invoice processing, and payment workflows • Excellent presentation, communication, and negotiation skills • Self-motivated with strong organizational and time management abilities • Proficiency with CRM platforms (Salesforce or similar) and sales productivity tools

🏖️ Benefits

• Values-based culture • Upward mobility • Professional development opportunities