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Commercial Solution Specialist, Financial Management

Job Description

We’re looking for a Commercial Solution Specialist, Financial Management to help expand our strategic mid-size customers’ Procore platform to include our Financial products, and to ensure they drive the maximum value from them. In this role, you’ll be the product champion for all of Procore’s financial products (Project Financials, Accounting Integrations, Invoice Management, and Pay) and serve as a subject matter expert. You will succeed in this role when the customer purchases and realizes business performance gains from their investment. You will literally be helping improve the lives of our construction customers by connecting them on a global platform.

 

As a successful Solution Specialist, you’ll help organizations understand best practices around financial construction technology and solutions and the many business benefits they can provide. You’ll work in a highly collaborative, creative, and driven environment that values openness, optimism, and ownership. In this role, you’ll leverage your consultative-mindset and knowledge of the construction industry and Procore’s software platform to provide clients with important recommendations on how financial products will benefit their business performance. You’ll partner closely cross-functionally with Sales, Customer Engineering, PS, Support, Product, and Marketing. Successful candidates are passionate about construction and technology.

 

This position can be based at our headquarters in Carpinteria, CA, or Austin, TX office, but can also be remote. We're looking for candidates to join us immediately.
 

What you'll do:

  • Function as the Financial Management Subject Matter Expert for the account management teams you align with. Work with the Account team to identify Financial Management cross-sell opportunities within our existing enterprise customer base.

  • Partner with primary Account Manager and CSE on account strategy and product enablement to effectively position and sell our Financial Management product suite, ultimately driving customer attaches to achieve product-specific ARR targets. 

  • Work collaboratively with the Account Manager and Customer Success Engineer to drive product adoption and churn mitigation opportunities.

  • Provide periodic updates to our customers on product capabilities, benefits/use cases, and how that translates into customer value.

  • Provide visibility into Financial Management performance, forecasts, and attach rates to help sales leadership build a plan for their ARR targets. 

  • Pursue and increase knowledge of key competitors to ensure our value proposition is effectively communicated to customers.

 

What we're looking for:

  • BA/BS or equivalent experience preferred

  • 5+ years of demonstrated successful software sales, preferably B2B

  • Experience using a consultative, solution-based sales methodology desired

  • Proven record of success in an inside sales and or outside sales-based selling model

  • Proven ability to communicate effectively via telephone and email with customers

  • Capacity to work in a fast-paced sales environment

  • Ability to develop trusted relationships

  • Proficiency with Microsoft Office products and online collaboration tools

  • Experience selling technical products in the past

  • Experience selling construction products and/or financial or fintech products highly preferred

  • Experience with CRM and opportunity management systems, preferably Salesforce.com

  • Proven ability to develop and manage pipeline and forecasting

Additional Information

Base Pay Range $32 - $44/Hr plus commission for an estimated on-target earnings of $112,000 - $154,000. This role is also eligible for Equity Compensation. Procore is committed to offering competitive, fair, and commensurate compensation, and has provided an estimated pay range for this role. Actual compensation will be based on a candidate’s job-related skills, experience, education or training, and location.

Perks & Benefits

At Procore, we invest in our employees and provide a full range of benefits and perks to help you grow and thrive. From generous paid time off and healthcare coverage to career enrichment and development programs, learn more details about what we offer and how we empower you to be your best.

About Us

Procore Technologies is building the software that builds the world. We provide cloud-based construction management software that helps clients more efficiently build skyscrapers, hospitals, retail centers, airports, housing complexes, and more. At Procore, we have worked hard to create and maintain a culture where you can own your work and are encouraged and given resources to try new ideas. Check us out on Glassdoor to see what others are saying about working at Procore.

We are an equal-opportunity employer and welcome builders of all backgrounds. We thrive in a diverse, dynamic, and inclusive environment. We do not tolerate discrimination against candidates or employees on the basis of gender, sex, national origin, civil status, family status, sexual orientation, religion, age, disability, race, traveler community, status as a protected veteran or any other classification protected by law.

If you'd like to stay in touch and be the first to hear about new roles at Procore, join our Talent Community.

For Los Angeles County (unincorporated) Candidates:

Procore will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act.

A criminal history may have a direct, adverse, and negative relationship on the following job duties, potentially resulting in the withdrawal of the conditional offer of employment: 1. appropriately managing, accessing, and handling confidential information including proprietary and trade secret information, as well as accessing Procore's information technology systems and platforms; 2. interacting with and occasionally having unsupervised contact with internal/external customers, stakeholders, and/or colleagues; and 3. exercising sound judgment.

Average salary estimate

$133000 / YEARLY (est.)
min
max
$112000K
$154000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Commercial Solution Specialist, Financial Management, Procore Technologies

Are you ready to take your career to the next level? Procore Technologies is searching for a Commercial Solution Specialist, Financial Management to join our team. In this exciting role, you'll be the driving force behind expanding our strategic mid-size customers’ experience with the Procore platform, focusing on our range of Financial products like Project Financials and Invoice Management. As our Financial Management Subject Matter Expert, you will empower clients with the knowledge and best practices to maximize their investment and improve their business performance. Your consultative mindset and understanding of the construction industry will help you provide clients with valuable recommendations on how our financial solutions can revolutionize their operations. Collaborating closely with Sales, Customer Engineering, and other teams, you'll create a symbiotic relationship that ensures product adoption and effective communication. If you’re passionate about construction and technology, and thrive in a collaborative and driven environment, we want to hear from you! This position offers the flexibility of being based remotely or in our dynamic offices located in Carpinteria or Austin. Join us at Procore, where we empower our employees with competitive compensation, generous benefits, and a company culture that encourages creativity and ownership. Your journey in enhancing the lives of our customers starts here! Let’s build a better future together.

Frequently Asked Questions (FAQs) for Commercial Solution Specialist, Financial Management Role at Procore Technologies
What does a Commercial Solution Specialist, Financial Management do at Procore Technologies?

At Procore Technologies, a Commercial Solution Specialist, Financial Management plays a crucial role by being the go-to expert for all financial product offerings. This includes educating customers on the benefits of our financial solutions and ensuring they maximize their investment in the Procore platform.

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What qualifications are needed for the Commercial Solution Specialist, Financial Management position?

To be considered for the Commercial Solution Specialist, Financial Management at Procore Technologies, you should have a BA/BS or equivalent experience, along with 5+ years of successful software sales experience, particularly in B2B environments. Familiarity with construction products and financial technologies is highly desirable.

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What are the main responsibilities of a Commercial Solution Specialist, Financial Management?

The main responsibilities of a Commercial Solution Specialist, Financial Management at Procore Technologies include acting as the Product Champion for financial products, collaborating with account management teams, driving product adoption, and enhancing customer relationships to improve financial performance.

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Where can I work as a Commercial Solution Specialist, Financial Management for Procore Technologies?

You can work as a Commercial Solution Specialist, Financial Management either remotely or at our offices in Carpinteria, CA, or Austin, TX. This role provides flexibility to align with your lifestyle.

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How does Procore Technologies support the growth of a Commercial Solution Specialist, Financial Management?

Procore Technologies supports the growth of a Commercial Solution Specialist, Financial Management by providing continuous learning opportunities, a collaborative work environment, and generous employee benefits. This commitment fosters professional development to thrive in your role.

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What is the expected salary range for a Commercial Solution Specialist, Financial Management at Procore Technologies?

The expected base pay range for a Commercial Solution Specialist, Financial Management at Procore Technologies is between $32 - $44 per hour, plus commission. This can lead to estimated on-target earnings of $112,000 - $154,000 annually.

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What kind of team culture can I expect at Procore Technologies?

At Procore Technologies, you can expect a culture that values collaboration, transparency, and innovation. We prioritize diversity and inclusivity and encourage our employees to take ownership of their work in a supportive environment.

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Common Interview Questions for Commercial Solution Specialist, Financial Management
What methods do you use to identify customer needs in financial management?

To identify customer needs in financial management, I utilize a consultative approach by engaging in active listening during client meetings, conducting thorough needs assessments, and analyzing existing workflows to tailor our solutions effectively.

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How do you communicate complex financial concepts to customers?

When communicating complex financial concepts to customers, I break down the information into clear, digestible parts and use relatable examples tailored to their specific business situations, ensuring they understand and appreciate the value of our offerings.

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Can you describe your experience with financial products and how that translates to customer success?

My experience with financial products encompasses hands-on exposure and understanding customer goals. I leverage this knowledge by demonstrating clear use cases to clients, ensuring they see the direct benefits to their performance and business outcomes.

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What strategies do you use to encourage product adoption among clients?

To encourage product adoption among clients, I focus on personalized onboarding experiences, regular follow-ups to address concerns, and sharing success stories that illustrate tangible improvements from using our financial solutions, thereby building trust and enthusiasm.

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How do you handle objections during the sales process?

Handling objections during the sales process involves listening carefully to the client's concerns, empathizing with their situation, and addressing each point with evidence—whether that's data, testimonials, or case studies—to reinforce the value of our financial products.

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What role does teamwork play in your approach to sales?

Teamwork is integral to my sales approach. Collaborating with colleagues from various departments allows me to present a unified front to the customer, share insights for better problem-solving, and ensure we’re all aligned on how best to meet our client’s needs.

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Give an example of how you improved a client's business performance.

One notable example of improving a client’s business performance was when I identified inefficiencies in their invoice processing workflow. By implementing our Invoice Management solution, we reduced processing time significantly, resulting in faster payments and better cash flow for them.

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How do you stay current on industry trends related to financial management?

Staying current on industry trends related to financial management involves actively participating in relevant webinars, subscribing to financial and construction industry publications, and engaging with professional communities to exchange insights and strategies with peers.

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What metrics do you consider when evaluating the success of a financial solution implementation?

When evaluating the success of a financial solution implementation, I consider metrics such as increased operational efficiency, reduced costs, improved compliance rates, and customer satisfaction scores, which provide a comprehensive picture of effectiveness.

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How do you prioritize leads for financial management solutions?

Prioritizing leads for financial management solutions requires analyzing multiple factors, including the lead's industry, existing product usage, engagement level, and potential for upsell opportunities, enabling tailored outreach to maximize our impact.

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Our mission improves the lives of those in construction, but it's so much more than that. Our technology helps build hospitals, community centers, stadiums, roadways and more. It helps our customers do their work faster and safer while reducing bu...

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DATE POSTED
November 27, 2024

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