Strategic Account Executive
Pipeline Generation
Own top-of-funnel: build and work a pipeline of an agreed-upon number of opportunities per month through your existing network, partner relationships, and outbound efforts
Leverage your standing in the AI-native ERP ecosystem - Rillet, Maxio, and adjacent platforms - to generate warm introductions and referrals
Develop and maintain relationships with centers of influence: VCs, PE-backed finance leaders, fractional CFOs, and accounting firms who advise SaaS companies
Practice value-based, trust-first selling: lead with insight, tell client stories, and build credibility before you ever pitch
Channel Partner & VAR Motion
Understand and execute parts of the Value Added Reseller (VAR) motion - co-selling and deal registration - across Rillet, Maxio, and the broader EPC solution stack
Collaborate with existing referral partners to qualify and progress inbound leads, ensuring smooth hand-offs and a consistent EPC experience throughout the partner-sourced pipeline
Build joint go-to-market plays with key partners: co-authored content, shared webinars, referral agreements, and coordinated outreach campaigns
Maintain active partner relationships using tools like Crossbeam to identify overlapping accounts, surface co-sell opportunities, and measure partner-sourced pipeline contribution
Outbound Sales Execution
Run disciplined, creative outbound campaigns using tools such as Apollo.io for prospecting, sequencing, and contact enrichment - targeting CFOs, Controllers, and finance leaders
Build and execute multi-channel outbound sequences combining personalized LinkedIn outreach, email, and direct engagement - not spray-and-pray, but targeted, insight-led messaging that earns a response
Use data intelligently: segment ICP lists by funding stage, tech stack, headcount, and growth signals to prioritize the right accounts at the right time
Continuously test and iterate on messaging, subject lines, and call-to-action strategies to improve sequence performance and conversion rates
Maintain a clean, well-structured CRM and pipeline so EPC leadership always has visibility into activity, coverage, and forecast
Pre-Sales & Solution Design
Lead detailed discovery sessions with CFOs, Controllers, and finance leaders to understand their current-state challenges, tech stack, and strategic objectives
Architect and present tailored full-stack ERP and finance solutions, including Rillet and Maxio implementations, integrations, and supporting services - thinking beyond the core system to the complete ecosystem the client needs
Showcase working knowledge of the integration landscape: billing systems (Stripe, Maxio, Chargebee), payroll, HRIS, CRM, banking APIs, and data pipelines that connect into AI-native ERPs
Develop proposals, statements of work, and implementation estimates that reflect real-world delivery experience and honest scoping
Negotiate scope, pricing, and timelines with client stakeholders
Client Relationship & Expansion
Serve as a trusted advisor from first conversation through signed SOW and into delivery hand-off
IDentify expansion opportunities within the existing client base and partner with the delivery team to position follow-on services
Represent EPC at industry events, Rillet and Maxio partner events, and community forums
Firm Development
Contribute to go-to-market efforts including content, webinars, and LinkedIn presence
Help refine EPC’s sales playbook as the firm’s first dedicated seller - your patterns will define how we scale this function