
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.
🔥 0 minutes ago
Where this job comes from
Posted on onPhase's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

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.
• Proactively identify, pursue, and close new customer opportunities within the assigned territory • Own the full sales cycle, including qualification, pipeline management, forecasting, and guiding prospects through signed contracts • Master and communicate onPhase’s messaging, value proposition, and ROI • Deliver consultative sales conversations, product demonstrations, and presentations • Build relationships with multiple stakeholders and uncover buyer motivations • Maintain accurate Salesforce lead, account, contact, and opportunity records • Use Gong, 6sense, Sales Navigator, Outreach, and Zoom to support sales activities • Share market insights with sales and marketing teammates to help shape strategy • Spend approximately 90% of time prospecting, selling, and closing and 10% on administration • Travel up to 20%
• 5–8 years of above-quota B2B software sales experience • Needs-based, consultative selling style • Proven ability to navigate complex, multi-stakeholder deals • Track record of segmenting, targeting, and penetrating key accounts • Strong, persuasive presentation and public speaking skills • Hands-on proficiency with Salesforce, Outreach, Sales Navigator, Gong, Zoom, and Microsoft Office • Self-motivated, disciplined, and accountable to performance targets • Adaptable, creative, and a genuine team player • SaaS sales experience strongly preferred • Experience selling into finance teams is a plus
• Collaborative, high-performing sales and marketing organization • Best-in-class sales technology stack including Gong, 6sense, Sales Navigator, and Outreach • Defined territory and resources to build it • Reasonable travel, up to 20%
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