客户经理
Account Executive
职位简介：
关于 Metafile
Metafile Information Systems 是一家拥有 47 年 ERP 经验的 B2B 软件公司，帮助财务和会计团队自动化应付账款和文件管理。我们的旗舰产品 MetaViewer 深度集成并直接对接主流 ERP 系统——包括最近推出的与 Microsoft Dynamics 365 Business Central 的深度集成——让客户在不干扰现有 ERP 系统的前提下实现应付账款自动化、文件管理和流程审批。
我们正在为即将到来的重大产品发布和行业活动季扩充市场团队，现寻找一名客户经理，与两名业务发展代表（BDR）一起完成新业务的签约。
职位描述
作为客户经理，你将负责从合格商机到签署合同的整个销售流程。你将与我们的 BDR 团队（负责获取和筛选内部和外部线索）、市场与增长总监及市场团队紧密合作，将线索转化为我们在核心垂直领域——包括分销与批发、食品与饮料、制造、能源与现场服务——的收入。
工作职责：
- 接收由 BDR 团队移交的合格商机，进行需求调研、产品演示和方案沟通，直至成交。
- 在 BDR 获取的线索之外，自主建立并维护自己的外向线索，针对我们优先垂直领域的 ICP 客户进行拓展。
- 为客户定制 MetaViewer 产品演示，包括其与 Business Central 和其他支持的 ERP 的集成，将技术能力转化为对 CFO、财务总监、应付账款经理和 IT 领导者的明确业务价值。
- 制定并呈现方案、定价和 ROI/每张发票成本的商业案例，解决每个潜在客户的特定痛点。
- 管理谈判和合同流程，协调定价、财务和管理层的审批。
- 在 HubSpot 中保持准确且最新的线索记录，包括阶段、预测和下一步行动。
- 与市场团队合作，就支持销售周期的信息传递、竞争定位和内容提供反馈。
- 参与行业活动和贸易展，包括 Community Summit North America。
- 与客户成功团队紧密合作，确保新客户的顺利交接和上线。
- 管理并拓展与 VAR（增值经销商）的关系。
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Job Summary:
About Metafile
Metafile Information Systems is a B2B software company with 47 years of ERP experience, helping finance and accounting teams automate accounts payable and document management. Our flagship product, MetaViewer, integrates deeply and directly with leading ERPs — including a newly launched, deep integration with Microsoft Dynamics 365 Business Central — giving customers AP automation, document management, and workflow approval without disrupting the ERP systems they already run.
We're growing our go-to-market team ahead of a major product launch and industry event season, and we're looking for an Account Executive to close new business alongside two Business Development Representatives (BDRs) who are building qualified pipeline.
The Role
As Account Executive, you will own the full sales cycle from qualified opportunity to signed contract. You'll work closely with our BDR team (who source and qualify inbound and outbound leads), our Director of Marketing & Growth and our marketing team to convert pipeline into revenue across our core verticals — including Distribution & Wholesale, Food & Beverage, Manufacturing, and Energy & Field Services.
Job Description:
What You'll Do
- Own and manage a pipeline of qualified opportunities handed off from our BDR team, running discovery calls, product demos, and proposal conversations through to close.
- Build andmaintainyour own outbound pipeline in parallel with BDR-sourced leads, targeting ICP accounts across our priority verticals.
- Deliver tailored product demonstrations ofMetaViewer, including its integration with Business Central and other supported ERPs, translating technical capability into clear business value for CFOs, Controllers, AP Managers, and IT leaders.
- Develop and present proposals, pricing, and ROI/cost-per-invoice business cases that address each prospect's specific pain points.
- Manage the negotiation and contracting process,coordinating withpricing, finance, and leadership on approvals.
- Maintainaccurateand up-to-date pipeline records in HubSpot, including stage, forecast, and next steps.
- Partner with Marketing to give feedback on messaging, competitive positioning, and content that supports the sales cycle.
- Represent Metafile at industry events and trade shows, including Community Summit North America.
- Work closely with Customer Success to ensure smooth handoff and onboarding of new customers.
- Manage and grow relationships with VAR (value-added reseller) and channel partners, co-selling on joint opportunities andmaintainingregular touchpoints with partner reps.
What We're Looking For
- 3+ years of closing experience in B2B SaaS or enterprise software sales, ideally selling into finance/accounting personas or ERP-adjacent solutions.
- A track recordof consistently meeting or exceeding quota, with experience managing a full-cycle sales process.
- Comfort working from BDR-sourced pipeline as well as generating your own opportunities — this role blends inbound conversion with proactive outbound.
- Experience selling to or working alongside ERP ecosystems (Business Central, Dynamics, NetSuite, Sage, Acumatica, or similar) is a strong plus, though notrequired.
- Strong discovery skills — able to diagnose a prospect's AP and document management pain points and map them to a solution.
- Confidentpresenting tomultiple stakeholders (finance, IT, operations) and adapting the pitch to each audience.
- Experience with HubSpot or a comparable CRM; organized anddisciplined aboutpipeline hygiene.
- Excellent written and verbal communication skills, with the ability to build trust quickly with prospects and internal partners.
- Self-motivated and comfortable in a lean, fast-moving team where ownership and initiative are expected.
Nice to Have
- Familiarity with AP automation, document management, or workflow/approval software.
- Prior experience managing or co-selling with VAR/reseller partners in an ERP or software channel.
- Prior experience in a company undergoing a product launch or major go-to-market shift.
What Success Looks Like
In your first90 days,you'llbe fully ramped onMetaViewer'svalue proposition and demo flow, activelyworkinga live pipeline of BDR-sourced opportunities, and building your own outbound motion. By the end of your first two quarters,you'llbe a consistent contributor to new-logo bookings, with a forecastable pipeline and strong working relationships across Sales, Marketing, and Customer Success.
Why Metafile
- 47 years of ERP experience and a loyal, long-tenuredcustomer base.
- A product entering a major growth phase, with a newly launched Business Central integrationopening upa large new addressable market.
- A lean, collaborative go-to-market team where your work directly shapes revenue outcomes.
- Competitive base salary plus uncapped commission, with clear quota and accelerator structure.
Worker Type:
RegularNumber of Openings Available:
1Originally posted on Himalayas