Product Specialist

Key Responsibilities

• Maintain deep product expertise in assigned financial reporting and data management solutions
• Promote assigned product(s) through focused solutions presentations to drive land and expand opportunities
• Engage proactively in the sales process when opportunities are identified by BDR, Account Executive, or Account Manager teams
• Provide technical and functional support during solution design and proposal development
• Deliver compelling product demonstrations that showcase value for finance and accounting teams
• Lead assessment of legacy financial reporting systems and execute migration strategies
• Support customers transitioning from legacy ERP, EPM, or financial consolidation platforms
• Develop migration roadmaps that minimize business disruption while maximizing product adoption
• Provide expertise in financial close, consolidation, reporting, planning, and forecasting workflows
• Cross-Functional Collaboration
• Work closely with BDRs during qualification of new opportunities
• Partner with Account Executives and Account Managers to deliver value propositions and validate product fit
• Collaborate with Account Managers and Customer Success Managers to identify additional use cases and drive expansion within existing accounts
• Support Solutions Engineers in providing comprehensive technical expertise
• Enable Hybrid Sellers with product knowledge and competitive positioning

Required Qualifications

• Technical Skills
• Deep expertise in financial reporting solutions including financial close, consolidation, management reporting, and regulatory reporting
• Strong understanding of financial systems architecture and data flows
• Experience with ERP systems (SAP, Oracle, Microsoft Dynamics, etc.) and their reporting limitations
• Familiarity with EPM/CPM platforms and financial data integration
• Knowledge of financial data governance, controls, and audit requirements
• Understanding of finance and accounting business processes, including month-end close, consolidation, and variance analysis
• Experience articulating ROI and business value for financial transformation initiatives
• Knowledge of regulatory reporting requirements (SOX, IFRS, GAAP)
• Experience 5+ years of experience in financial systems, reporting solutions, or related roles
• Proven track record supporting enterprise software sales cycles
• Experience with complex B2B sales processes in financial technology
• Background in consulting, implementation, or product management for financial solutions preferred
• Soft Skills
• Excellent presentation and communication skills
• Ability to translate technical capabilities into business outcomes
• Strong problem-solving and analytical abilities
• Self-motivated with ability to work independently in an overlay quota-carrying role
• Collaborative mindset with cross-functional teams

Pay

The salary range in the United States for this position is $124,000.00 to $156,000.00 USD annually. Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target. We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.