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FinTech, Enterprise Software, SaaS, Artificial Intelligence

Digital Transformation Advisor | R2R

Houston, TXOnsiteFull TimePosted 1 month agoVisa sponsorship available

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Required skills

  • Financial Close
  • Account Reconciliation
  • Financial Consolidation Reporting
  • SaaS
  • ERP
  • SAP
  • Oracle Cloud
  • NetSuite
  • Workday
  • Fortune 1000

Nice to have

  • Digital Transformation
  • Automation
  • Revenue Acceleration
  • New Logo Acquisition
  • Global Enterprise Expansion
  • Technical Innovation

Role summary

The Digital Transformation Advisor (DTA) for Record-to-Report (R2R) is a high-impact sales role focused on accelerating revenue through new logo acquisition and global enterprise expansion. As a subject matter expert in R2R and Financial Close automation, the DTA bridges technical innovation and executive vision, requiring a 'boots-on-the-ground' mentality with 50%+ travel. Key responsibilities include identifying upsell opportunities, managing enterprise deal cycles, building executive trust, and presenting business cases to CFO-level stakeholders. This role demands proven expertise in R2R processes, SaaS/ERP sales, financial acumen, and exceptional presentation and value engineering skills.

Digital Transformation Advisor | Record-to-Report (R2R) | Enterprise This role is a cornerstone of our growth strategy, tasked with accelerating revenue through both elite-level new logo acquisition and the strategic expansion of our global enterprise footprint. As a subject matter expert in R2R and Financial Close automation, you will serve as a bridge between technical innovation and executive vision. We are looking for high-velocity professionals who embody our core pillars-Hungry, Humble, and High IQ-and possess a relentless "boots-on-the-ground" mentality, traveling 50%+ to command the room with prospects, clients, and internal leadership.

About the role:

  • Strategic Title & Scope: Serve as a Digital Transformation Advisor – R2R Enterprise, responsible primarily for driving net-new logo acquisition, performing ROI assessments, closing complex enterprise deals, and capturing expansion opportunities with our existing O2C customer base.
  • C-Suite Client Advisory: Act as the primary R2R subject matter expert and trusted advisor to CFOs, Controllers, and Global Process Owners, facilitating enterprise-grade financial transformations.
  • Direct Product Influence: Partner with internal Product and Engineering leadership to translate market and prospect insights into the platform's core roadmap.
  • Practice Leadership & Mentorship: Lead high-stakes enterprise sales cycles by driving discovery sessions and value engineering across complex ERP landscapes (SAP, Oracle Cloud, NetSuite, Workday).
  • Executive Visibility (CEO-2 Level): Engage directly with senior leadership to drive high-velocity, strategic positioning for the Office of the CFO

    • Requirements & Experience Qualifications:

  • Sales / Deal Execution: Proven track record of managing enterprise deal cycles or driving high-value SaaS/ERP solutions with Fortune 1000 clients.
  • Financial & Systems Acumen: Strong understanding of corporate accounting concepts and hands-on familiarity with financial modules in major ERPs (SAP, Oracle Cloud, NetSuite, Workday, etc.).
  • Consulting & Presentation Skills: Exceptional analytical, problem-solving, and solution design skills. Highly capable of presenting to and facilitating strategy sessions with senior CFO/Controller executive groups.
  • Travel Flexibility: Willingness to travel on-site (50%+) to facilitate discovery sessions, present business cases, and win enterprise business.
  • Cultural Fit: Must demonstrate Hungry (pace/drive), Humble (radical coachability), and High IQ (strategic problem-solving) traits.
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