Why This Job is Featured on The SaaS Jobs
Selling CFO-facing software remains a defining motion in B2B SaaS, and this Account Executive role sits squarely in that arena. The remit centers on new business creation for finance leaders across mid-market and enterprise accounts, where buying cycles are formal, stakeholder-heavy, and strongly tied to measurable business outcomes. The product context in FP&A, accounting, and operational finance also reflects a mature segment of SaaS where credibility, domain fluency, and process discipline tend to matter as much as pure prospecting volume.
From a career-building standpoint, the role develops end-to-end enterprise sales craft that transfers across many SaaS categories. Managing the full cycle from discovery through negotiation, forecasting, and handoff builds repeatable operating habits around pipeline hygiene, deal qualification, and executive-level messaging. Exposure to RFPs, contract terms, and in-person and online presentations also strengthens the toolkit needed for complex, higher ACV software sales.
This position will suit sellers who prefer autonomy, structured execution, and direct accountability for outcomes. It aligns well with professionals who enjoy consultative conversations with finance stakeholders and who want a remote setup while remaining comfortable with meaningful travel when deals require it.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
Company Description
insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com
Job Description
In this role, you will be responsible for creating new business opportunities by targeting CFOs, Controllers, SEC reporting managers, and other finance executives. You will be a sales superstar known for consistently exceeding quotas and contributing your knowledge and expertise to the sales team. You will be a success-driven self-starter, skilled at managing the entire sales cycle from prospecting to preparing, facilitating, and delivering online and onsite sales presentations, contract negotiations, and closing the sale. You will also possess strong relationship-building and territory/account management skills. This is a remote role and you will report into the Divisional Vice President of Sales.
In this role, you will:
- Develop and maintain strong contacts and networks both within and outside of the Company.
- Manage the entire sales cycle from identification through to close, including presentations, request for proposal responses, contract negotiations, and transition to other departments for future servicing as either a software or outsourcing client.
- Understand and articulately communicate feedback on market conditions, new opportunities, product penetration strategies, and successes.
- Oversee, maintain, and update sales forecasts and CRM systems.
- Be available to travel up to 50% of the time.
Qualifications
- Bachelor's degree in business, sales, marketing, or a related field or equivalent experience
- 4+ years of financial technology sales experience to Enterprise and mid-size public or private companies.
- 2+ years of experience selling Enterprise Performance Management (EPM) software, including budget, forecasting, and/or planning consolidation tools is a plus
- Outstanding verbal and written communication skills, able to clearly and concisely articulate thoughts.
- Demonstrated strength in negotiation, financial, and analytical skills.
- Proven track record of selling to the key audience of financial professionals.
- Demonstrated strength in cold calling to create a pipeline of companies, negotiation, financial, and analytical skills.
- Proven history of securing new accounts, as well as growing sales across various other channels.
- Exhibits an overall polished, professional image.
- Ability to work independently is a must.
This role is specifically tailored for a sales representative selling Enterprise Performance Management (EPM) software to mid-market and enterprise customers, with a talent for building and closing new logos.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **
Learn more about our high-energy, high-performance global team. Work With Us »
insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)
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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
