
51 - 200 employees
Founded 2000
☁️ SaaS
💳 Fintech
🤝 B2B
💰 Venture Round - onPhase on 2024-02
SaaS • Fintech • B2B
onPhase is an AI-powered finance and operations platform that automates accounts payable (AP) and supplier payments, manages documents, and supports business process/workflow automation. The platform offers AP automation with 2-/3-/4-way matching, payments automation (ACH, check, virtual card), document management (secure, access-controlled storage for contracts, W-9s, receipts), and a no-code form/workflow builder. onPhase integrates with major ERPs (NetSuite, Microsoft Dynamics, SAP, Acumatica, CDK, Procede) and serves industries including dealerships, healthcare (HIPAA-compliant), manufacturing, retail, and financial services. It processes more than 10 million invoices and $4 billion in payments annually and positions itself as a B2B SaaS solution focused on finance automation and payments.
🕒 4 days ago
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51 - 200 employees
Founded 2000
☁️ SaaS
💳 Fintech
🤝 B2B
💰 Venture Round - onPhase on 2024-02
SaaS • Fintech • B2B
onPhase is an AI-powered finance and operations platform that automates accounts payable (AP) and supplier payments, manages documents, and supports business process/workflow automation. The platform offers AP automation with 2-/3-/4-way matching, payments automation (ACH, check, virtual card), document management (secure, access-controlled storage for contracts, W-9s, receipts), and a no-code form/workflow builder. onPhase integrates with major ERPs (NetSuite, Microsoft Dynamics, SAP, Acumatica, CDK, Procede) and serves industries including dealerships, healthcare (HIPAA-compliant), manufacturing, retail, and financial services. It processes more than 10 million invoices and $4 billion in payments annually and positions itself as a B2B SaaS solution focused on finance automation and payments.
• Acquire new customers and sell OnPhase software • Perform initial analysis to qualify opportunities • Build pipeline, forecast, and close business • Own prospect relationships and continually share market insight • Proactively secure new business opportunities within the assigned vertical and guide prospects through the sales process • Master OnPhase messaging to convey the business value of solutions • Conduct consultative meetings using product demos and pitch decks • Maintain Salesforce hygiene and comprehensive sales opportunity documentation for accurate forecasting • Maintain lead, account, and contact data integrity • Use internal sales technology, including Gong, 6Sense, and Sales Navigator, to maximize performance and prospect understanding • Spend approximately 90% of time prospecting, promoting OnPhase products, and securing new customer contracts, and 10% on administrative responsibilities • Travel up to 20%
• 5–8 years of above-quota B2B software sales experience • Needs-based, consultative sales approach • Ability to discover buyer motivations and navigate multiple stakeholders • Experience segmenting, targeting, and penetrating key accounts • Ability to deliver strategic, creative, and compelling software-solution presentations • Proficiency in Salesforce, Outreach, Sales Navigator, Gong, Zoom Video Conferencing, and other sales technology • Proficiency with Microsoft Office technologies • Strong business acumen and empathic listening skills • Engaging and persuasive public speaking and presentation skills • Motivated, self-disciplined, and accountable for achieving goals and forecasts • Adaptability, creativity, and team spirit • Prior SaaS sales experience • Prior experience selling into finance teams • Expected travel of up to 20%
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