Top Tech Jobs & Startup Jobs in Chicago, IL

Manage and grow a portfolio of existing SaaS customer accounts by driving upsells and cross-sells, developing account strategies, conducting QBRs, forecasting expansion pipelines, and partnering with Customer Success, Product, Solutions Consulting, and Marketing. The role focuses on customer adoption, relationship building, expansion quota attainment, Salesforce pipeline management, and selling finance-focused solutions to CFOs, FP&A teams, and Controllers.

Deploys and operates AI-powered customer solutions, owning integrations, authentication, secrets, hosting, monitoring, and releases. Builds reusable tooling and platform components, develops customer-facing AI applications and workflows, leads technical discovery, translates business needs into deployable designs, and partners with Product, R&D, and Customer Success. Requires strong customer communication, software delivery ownership, cloud and DevOps expertise, product thinking, and experience with Python or TypeScript, SQL, REST APIs, and LLM-based systems.

Build and deliver customer-facing AI solutions for finance teams, including agents, workflows, applications, and LLM-based systems. Lead customer discovery, recommend transformation opportunities, translate business needs into technical solutions, and own projects from discovery through deployment. Evaluate AI system performance, collaborate with Product, R&D, and Customer Success, support change management, and identify reusable platform capabilities.

Leads and develops a team of Solutions Consultants while driving pre-sales strategy, solution design, demonstrations, proofs of concept, and value-based business cases. Partners with Sales, Product, and Customer Success to improve win rates, deal velocity, customer handoffs, and satisfaction. Provides market and customer insights to product leadership and reports team performance and growth opportunities to senior executives.

Own sourcing, negotiating, and scaling strategic partnerships with Private Equity firms to drive portfolio adoption and revenue. Manage full partner lifecycle from onboarding and enablement to co-marketing, portfolio activation, and reporting. Collaborate cross-functionally (Sales, CS, Product, Marketing) to build playbooks, run joint campaigns, and track partner-sourced pipeline and impact.

Own the full enterprise B2B SaaS sales cycle from SDR-booked outbound meetings through close. Build relationships with finance and IT stakeholders, navigate complex buying committees, develop business cases, manage forecasts and quotas, and maintain disciplined Salesforce documentation. Partner with SDRs to improve targeting and meeting quality while driving adoption and consistently exceeding enterprise sales targets.

Implement and configure financial planning solutions for clients: analyze and simplify models and data, advise on budgeting, forecasting, and reporting, validate and improve data quality, recommend process optimizations, gather requirements, and build strategic customer relationships to support financial reporting.

Partner with existing customers to implement add-on products, act as technical expert on the Datarails suite, advise on financial reporting best practices, influence product roadmap through cross-functional collaboration, and maintain relationships with finance stakeholders to drive adoption and expansion.

Manage full sales cycle for a complex B2B SaaS Finance product, work with SDRs, engage finance leaders (CFO, VP Finance, Controllers), create bespoke proposals, hit quota and maintain CRM records.