Job Overview
Location
Seattle Office
Job Type
Full-time
Category
Software Engineering
Date Posted
June 4, 2026
Full Job Description
đź“‹ Description
- • Own the full expansion sales cycle for a defined book of existing mid-market construction customers, driving upsell and cross-sell opportunities to increase customer lifetime value.
- • Conduct regular business reviews with key customer stakeholders including construction leaders, finance teams, and operations personnel to assess product adoption, value realization, and identify expansion opportunities.
- • Build and maintain trusted, long-term relationships with decision-makers across customer organizations to position Finvari as a strategic partner in payment automation.
- • Accurately maintain and update pipeline, activity, and forecast data in HubSpot CRM to ensure visibility and alignment with sales and leadership teams.
- • Represent Finvari at customer meetings, site visits, and industry events to strengthen relationships and demonstrate product value in real-world construction environments.
- • Serve as the primary internal advocate for customers, translating customer feedback on product usage, pain points, and market needs to Sales, Product, and Leadership teams.
- • Collaborate closely with the Chief Revenue Officer, Sales Team, and Customer Success to align on account strategy, prioritize high-potential opportunities, and execute deal plans.
- • Manage multiple concurrent expansion opportunities with precision, balancing urgency, customer needs, and internal resource constraints.
- • Utilize consultative selling techniques to uncover latent needs within existing accounts and position Finvari’s SaaS payment solutions as essential tools for operational efficiency.
- • Maintain a deep understanding of the construction industry’s payment workflows, challenges, and decision-making structures to tailor value propositions effectively.
- • Travel periodically to meet customers in person for relationship-building, on-site demonstrations, and strategic account reviews.
- • Operate with autonomy in a fast-paced startup environment, taking full accountability for achieving quota and driving revenue growth within assigned accounts.
- • Act as a brand ambassador for Finvari, embodying the company’s mission to eliminate manual payment tasks and empower construction leaders to focus on building infrastructure of tomorrow.
- • Work cross-functionally to ensure seamless handoffs between Customer Success and Sales, ensuring continuity and maximizing customer retention and expansion.
- • Stay current on product updates, pricing changes, and competitive landscape to confidently articulate Finvari’s differentiation in customer conversations.
- • Maintain strict adherence to compliance and data integrity standards in all customer interactions and CRM documentation.
🎯 Requirements
- • Bachelor’s degree and 3+ years of quota-carrying experience in account management, customer success, or sales
- • Experience selling SaaS, fintech, or commercial card / payment solutions
- • Proven ability to drive expansion revenue and manage a book of business
- • Strong consultative selling skills with the ability to engage executive-level stakeholders
- • Experience using CRM tools (HubSpot preferred)
- • Willingness to travel periodically for customer relationship-building
🏖️ Benefits
- • 100% premium coverage for employee health insurance premiums and partial coverage for dependents
- • Health Savings Account with a company contribution
- • Flexible Spending Account Options: Health Care and Dependent Care
- • Dental, Vision, and Life Insurance
- • 11 paid company holidays plus generous Paid Time Off (PTO) policy
- • Stock options to participate in the company’s success
Skills & Technologies
Onsite
Degree Required
About Finvari Technologies Inc.
Finvari Technologies provides cloud-based investment management software for institutional investors, family offices, and wealth managers. The platform automates portfolio monitoring, performance analytics, compliance checks, and client reporting across public and private assets. APIs connect custodians, fund administrators, and data vendors into a unified dashboard, replacing spreadsheets and manual reconciliation. Headquartered in Toronto, the company serves North American and European clients with SOC 2 compliant infrastructure and role-based access controls.
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