Job Description

Campbell Technology Advisors is a leader in financial technology consulting, specializing in Sage Intacct ERP software sales, implementation, and advisory services. Our expertise helps businesses streamline financial processes, enhance reporting capabilities, and integrate best-in-class add-ons to optimize their operations.

We are looking for a National Account Manager to drive growth by developing new client relationships, managing existing accounts, and leading the sales process for Sage Intacct and related solutions. The ideal candidate is a motivated, results-driven professional with a background in B2B SaaS, ERP software, or financial technology sales.

The National Account Manager is responsible for all activities necessary to achieve or exceed their defined sales goals inclusive of:

Compensation

• Base Annual Salary Range: $30,000 – $65,000
• Eligible to Participate in 2025 Commission and Bonus Plan

Sales & Business Development

• Drive revenue growth by identifying, engaging, and developing new business opportunities within the Sage Intacct ecosystem.
• Build and maintain a strong sales pipeline through consistent prospecting and lead-generation activities.
• Conduct in-depth discovery meetings to understand client needs and align solutions with business challenges.
• Work closely with internal consultants, implementation teams, and third-party software providers to craft tailored solutions.

Client Relationship Management

• Serve as the primary relationship manager for clients and prospects, ensuring long-term engagement and customer satisfaction.
• Conduct quarterly and annual business reviews to assess software impact and uncover expansion opportunities.
• Act as a trusted advisor by staying up to date on industry trends, ERP best practices, and financial technology advancements.

Sales Operations & CRM Management

• Utilize Salesforce and Pardot to track and manage sales activities, nurture leads, and optimize the customer journey.
• Leverage LinkedIn Sales Navigator to identify, research, and connect with key decision-makers within target industries.
• Maintain accurate records of pipeline development, account interactions, and sales forecasting in Salesforce.
• Automate and personalize prospect engagement using Pardot email campaigns, lead scoring, and workflows.
• Prepare proposals, manage contract negotiations, and oversee the deal-closing process efficiently.
• Regularly analyze CRM and marketing automation data to refine outreach strategies and improve conversion rates.

Basic Qualifications

• 1+ years of experience in B2B sales, preferably in ERP, SaaS, or financial technology solutions.
• 6+ months of experience in Salesforce or other CRM platforms to manage and track the sales pipeline.
• Proven track record of meeting or exceeding sales goals in a quota-carrying role (top 10-20% of company).
• Ability to consult with CFOs, Controllers, and finance teams to identify operational pain points and recommend software solutions.
• Strong understanding of financial processes, multi-entity consolidations, and financial reporting.
• Sage Intacct knowledge is a plus; experience with ERP systems such as NetSuite, Microsoft Dynamics, or QuickBooks Enterprise is beneficial.
• Excellent verbal and written communication skills, with the ability to present complex financial solutions in a clear, compelling way.

Additional Qualifications

• Entrepreneurial mindset with a self-starter mentality.
• Strong negotiation skills and the ability to close complex sales deals.
• Ability to actively listen to prospects and tailor solutions to their needs.
• Highly organized, detail-oriented, and comfortable managing multiple priorities.
• Passion for technology, accounting, and finance.

Work Environment & Travel

• Remote work environment with travel required for client meetings, trade shows, and industry events.
• Standard office setting with moderate noise levels; frequent use of phone, computer, and video conferencing tools.

Benefits & Perks

At Campbell Technology Advisors, we believe in taking care of our team both professionally and personally. We offer a comprehensive benefits package designed to support your career growth, financial well-being, and work-life balance.

• 401(k) Retirement Match – 100% match up to 3%, plus 50% match on the next 2% of your contributions.
• Generous Paid Time Off – 21 days of PTO plus 1 floating holiday to use at your discretion.
• Professional Development – Access to a library of on-demand career development resources and ongoing training opportunities to help you grow in your role.

We foster a collaborative, high-energy environment where innovation and professional growth thrive. Join us and be part of a team that values expertise, flexibility, and making an impact! 🚀

Why Join Campbell Technology Advisors?

• Industry-leading expertise in Sage Intacct and financial technology consulting.
• Collaborative and dynamic team with opportunities for growth and advancement.
• Competitive salary with performance-based commissions and incentives.
• Comprehensive benefits, including health, retirement, and professional development opportunities.

If you’re ready to be part of a fast-growing firm that helps businesses leverage modern financial technology, apply today!