Note: The job is a remote job and is open to candidates in USA. Echo Park Consulting (EPC) is a boutique advisory and implementation firm specializing in AI-native ERP solutions for SaaS and high-tech companies. They are seeking a Strategic Account Executive who will build pipeline, lead discovery conversations with CFOs, and close implementation and advisory engagements.
Responsibilities
- Own top-of-funnel: build and work a pipeline of an agreed-upon number of opportunities per month through your existing network, partner relationships, and outbound efforts
- Leverage your standing in the AI-native ERP ecosystem - Rillet, Maxio, and adjacent platforms - to generate warm introductions and referrals
- Develop and maintain relationships with centers of influence: VCs, PE-backed finance leaders, fractional CFOs, and accounting firms who advise SaaS companies
- Practice value-based, trust-first selling: lead with insight, tell client stories, and build credibility before you ever pitch
- Understand and execute parts of the Value Added Reseller (VAR) motion - co-selling and deal registration - across Rillet, Maxio, and the broader EPC solution stack
- Collaborate with existing referral partners to qualify and progress inbound leads, ensuring smooth hand-offs and a consistent EPC experience throughout the partner-sourced pipeline
- Build joint go-to-market plays with key partners: co-authored content, shared webinars, referral agreements, and coordinated outreach campaigns
- Maintain active partner relationships using tools like Crossbeam to identify overlapping accounts, surface co-sell opportunities, and measure partner-sourced pipeline contribution
- Run disciplined, creative outbound campaigns using tools such as Apollo.io for prospecting, sequencing, and contact enrichment - targeting CFOs, Controllers, and finance leaders
- Build and execute multi-channel outbound sequences combining personalized LinkedIn outreach, email, and direct engagement - not spray-and-pray, but targeted, insight-led messaging that earns a response
- Use data intelligently: segment ICP lists by funding stage, tech stack, headcount, and growth signals to prioritize the right accounts at the right time
- Continuously test and iterate on messaging, subject lines, and call-to-action strategies to improve sequence performance and conversion rates
- Maintain a clean, well-structured CRM and pipeline so EPC leadership always has visibility into activity, coverage, and forecast
- Lead detailed discovery sessions with CFOs, Controllers, and finance leaders to understand their current-state challenges, tech stack, and strategic objectives
- Architect and present tailored full-stack ERP and finance solutions, including Rillet and Maxio implementations, integrations, and supporting services - thinking beyond the core system to the complete ecosystem the client needs
- Demonstrate working knowledge of the integration landscape: billing systems (Stripe, Maxio, Chargebee), payroll, HRIS, CRM, banking APIs, and data pipelines that connect into AI-native ERPs
- Develop proposals, statements of work, and implementation estimates that reflect real-world delivery experience and honest scoping
- Negotiate scope, pricing, and timelines with client stakeholders
- Serve as a trusted advisor from first conversation through signed SOW and into delivery hand-off
- Identify expansion opportunities within the existing client base and partner with the delivery team to position follow-on services
- Represent EPC at industry events, Rillet and Maxio partner events, and community forums
- Contribute to go-to-market efforts including content, webinars, and LinkedIn presence
- Help refine EPC’s sales playbook as the firm’s first dedicated seller - your patterns will define how we scale this function
Skills
- Well-known in the AI-native ERP or modern finance stack ecosystem - ideally you bring a warm pipeline on day one
- CPA or equivalent accounting background: you can talk debits and credits with a CFO and earn their trust fast
- Industry experience: you have lived inside a finance org and understand the pain from the inside out
- Implementation scars: you have been part of ERP or fintech rollouts and know what goes wrong, how to scope it right, and what to promise
- VAR and channel experience: you understand the mechanics of resale, partner programs, deal registration, and co-sell - you have worked this motion before and know how to make it produce
- Outbound fluency: hands-on experience with tools like Apollo.io for prospecting and sequencing, and LinkedIn for social selling - you treat outbound as a craft, not a chore
- Partner ecosystem tools: familiarity with platforms like Crossbeam or similar partner intelligence tools to identify overlapping accounts and coordinate co-sell activity
- Creative solution builder: you think beyond the single product sale and can design a full-stack recommendation - ERP core, integrations, adjacent tools - that map to a client's actual business architecture
- Charismatic and adaptable: you are naturally outgoing and can be “on” when it counts, but you also know how to listen
- Comfortable owning both AE and SA functions: you can run the full sales motion solo, from prospecting to close
- Existing relationships with the Rillet, Maxio, or broader ERP partner ecosystem
- Experience selling professional services or SaaS implementations to CFOs
- Background at a boutique consulting firm or as a fractional/independent advisor
- Active presence on LinkedIn with an engaged following in the finance or ERP community
Benefits
- Fully remote role
- Willingness to travel up to 50% to be on-site with clients as needed
Company Overview