Senior Account Executive - FP&A

We are seeking a Senior Account Manager specialising in Financial Planning & Analysis (FP&A) to join our dynamic, global overlay sales team.

We’re looking for a dynamic and driven FP&A Overlay Sales Specialist to join our high-performing sales team. This role is focused on expanding FP&A adoption within our existing customer base—specifically those using Unit4 ERP, ERPx, and Financials by CODA.

You’ll be the go-to expert for FP&A, working closely with Account Managers and Customer Success teams to identify opportunities, craft compelling value propositions, and drive strategic conversations with decision-makers.

• Customer Expansion: Develop and execute a targeted sales strategy to drive FP&A adoption across existing Unit4 ERP, ERPx, and CODA customers.
• Solution Selling: Position Unit4 FP&A as a transformative solution for financial planning, analysis, and decision-making. Tailor messaging to customer pain points and business goals.
• Collaborative Engagement: Partner with Account Managers, FP&A specialist Solution Consultants and Value Engineering to build joint account plans and deliver seamless customer experiences.
• Executive Influence: Lead high-impact conversations with CFOs, Finance Directors, and other senior stakeholders to demonstrate the strategic value of FP&A.
• Pipeline Generation: Identify upsell and cross-sell opportunities through data analysis, customer insights, and proactive outreach.
• Sales Excellence: Own the full sales cycle—from discovery to close—ensuring accurate forecasting and consistent quota achievement.