
51 - 200 employees
Founded 2014
🛍️ eCommerce
eCommerce • Financial Services • Consulting
Suralink is a client engagement platform designed to enhance the document collection workflow for professionals in various industries, notably audit, tax, and consulting. By streamlining processes such as request list management, secure file sharing, and document signing, Suralink helps firms improve efficiency, reduce time spent on document management, and foster better client relationships. The platform is trusted by over a thousand firms globally, showcasing its effectiveness in facilitating smoother operations in client engagements.
🕒 April 1
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51 - 200 employees
Founded 2014
🛍️ eCommerce
eCommerce • Financial Services • Consulting
Suralink is a client engagement platform designed to enhance the document collection workflow for professionals in various industries, notably audit, tax, and consulting. By streamlining processes such as request list management, secure file sharing, and document signing, Suralink helps firms improve efficiency, reduce time spent on document management, and foster better client relationships. The platform is trusted by over a thousand firms globally, showcasing its effectiveness in facilitating smoother operations in client engagements.
• Act as a Senior PMM and Subject Matter Expert for Suralink’s product & solution suite • Redesign and standardize demo flows and sales playbooks for the entire Suralink suite • Drive win rates of 50%+ on new products and 60%+ on pilots through superior storytelling • Transform feature-oriented demos into persona-driven, workflow-realistic narratives • Build and standardize demo scripts, discovery frameworks, and sales playbooks • Design structured Pilot/POC frameworks with clear entry criteria • Create certification and coaching programs for GTM teams • Support high-stakes enterprise deals as a subject matter expert • Ensure content, campaigns, and sales assets speak the authentic language of a CPA or audit professional • Maintain and evolve competitive intelligence to arm the sales team • Build and maintain Suralink's practitioner voice in the market
• 3–7 years in public accounting or internal audit • Hands-on experience in audit planning, execution, and client engagement management (CPA preferred but not required) • 2–5 years in product marketing, sales engineering, or solutions consulting within B2B SaaS • Experience in accounting, audit, or adjacent finance technology • Demonstrated experience building demo programs, sales playbooks, or training curricula • Comfortable owning a point of view in public • Able to engage credibly with customer IT and security teams
• Remote-friendly policy • Medical/vision/dental insurance • Flexible PTO policy and ten paid holidays • Parental leave • Professional development allowance • Community involvement
Apply Now🕒 April 1
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