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Commercial Solution Specialist, Financial Management - job 1 of 3

Job Description

We’re looking for a Commercial Solution Specialist, Financial Management to help expand our strategic mid-size customers’ Procore platform to include our Financial products, and to ensure they drive maximum value. In this role, you’ll be the product champion for all of Procore’s financial products (Project Financials, Accounting Integrations, Invoice Management, and Procore Pay) and serve as a subject matter expert. You will succeed in this role when the customer purchases and realizes business performance gains from their investment. 

As a successful Solution Specialist, you’ll help organizations understand best practices around financial construction technology and solutions and the many business benefits they can provide. You’ll work in a highly collaborative, creative, and driven environment that values openness, optimism, and ownership. In this role, you’ll leverage your consultative-mindset and knowledge of the construction industry and Procore’s software platform to provide clients with important recommendations on how financial products will benefit their business performance. You’ll partner closely and cross-functionally with Account Management, Customer Engineering, Professional Services, Support and Implementation, Product and Marketing. Successful candidates are passionate about improving the lives of everyone in construction.

This position will report to our Manager, Solution Specialist, Financial Management and can be based remotely anywhere in the U.S. We're looking for someone to join us immediately.
 

What you'll do:

  • Function as the Financial Management Subject Matter Expert for the account management teams you align with. Work with the Account team to identify Financial Management cross-sell opportunities within our existing enterprise customer base.

  • Partner with primary Account Manager and CSE on account strategy and product enablement to effectively position and sell our Financial Management product suite, ultimately driving customer attaches to achieve product-specific ARR targets. 

  • Work collaboratively with the Account Manager and Customer Success Engineer to drive product adoption and churn mitigation opportunities.

  • Provide periodic updates to our customers on product capabilities, benefits/use cases, and how that translates into customer value.

  • Provide visibility into Financial Management performance, forecasts, and attach rates to help sales leadership build a plan for their ARR targets. 

  • Pursue and increase knowledge of key competitors to ensure our value proposition is effectively communicated to customers.

What we're looking for:

  • 5+ years of demonstrated successful SaaS software sales experience, preferably B2B either in a sales support role or direct sales role, preferably selling financial products

  • AND/OR experience as a controller/accountant/project manager or project engineer at a construction company managing project financials through Procore software

  • Experience using a consultative, solution-based sales methodology and prior experience using a CRM and opportunity management system, preferably Salesforce.com

  • Proven ability to communicate effectively via telephone, zoom and email with customers

  • Ability to develop trusted relationships both internally and externally with customers

  • Proven ability to develop and manage pipeline and forecasting

  • Proficiency with Microsoft Office products and online collaboration tools

Additional Information

Base Pay Range $44 - $60 plus commission for an estimated on-target earnings of $151,200 - $207,900. This role is also eligible for Equity Compensation. Procore is committed to offering competitive, fair, and commensurate compensation, and has provided an estimated pay range for this role. Actual compensation will be based on a candidate’s job-related skills, experience, education or training, and location.

Perks & Benefits

At Procore, we invest in our employees and provide a full range of benefits and perks to help you grow and thrive. From generous paid time off and healthcare coverage to career enrichment and development programs, learn more details about what we offer and how we empower you to be your best.

About Us

Procore Technologies is building the software that builds the world. We provide cloud-based construction management software that helps clients more efficiently build skyscrapers, hospitals, retail centers, airports, housing complexes, and more. At Procore, we have worked hard to create and maintain a culture where you can own your work and are encouraged and given resources to try new ideas. Check us out on Glassdoor to see what others are saying about working at Procore.

We are an equal-opportunity employer and welcome builders of all backgrounds. We thrive in a diverse, dynamic, and inclusive environment. We do not tolerate discrimination against candidates or employees on the basis of gender, sex, national origin, civil status, family status, sexual orientation, religion, age, disability, race, traveler community, status as a protected veteran or any other classification protected by law.

If you'd like to stay in touch and be the first to hear about new roles at Procore, join our Talent Community.

Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability. Contact our benefits team here to discuss reasonable accommodations.

For Los Angeles County (unincorporated) Candidates:

Procore will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act.

A criminal history may have a direct, adverse, and negative relationship on the following job duties, potentially resulting in the withdrawal of the conditional offer of employment: 1. appropriately managing, accessing, and handling confidential information including proprietary and trade secret information, as well as accessing Procore's information technology systems and platforms; 2. interacting with and occasionally having unsupervised contact with internal/external customers, stakeholders, and/or colleagues; and 3. exercising sound judgment.

Average salary estimate

$52000 / YEARLY (est.)
min
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$44000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Commercial Solution Specialist, Financial Management, Procore Technologies

Are you ready to make a difference in the construction industry? Procore Technologies is seeking a motivated and skilled Commercial Solution Specialist, Financial Management to join our dynamic team. This is a fantastic opportunity to help mid-size customers maximize their use of Procore's Financial products, such as Project Financials and Procore Pay, and facilitate their journey to achieving significant business performance gains. In this role, you'll be the go-to expert, partnering with various teams including Account Management and Marketing, ensuring that our customers understand the immense value our financial solutions bring to their operations. With your consultative mindset and a solid understanding of the construction landscape, you'll work closely with clients to develop tailored strategies that drive product adoption and enhance their overall experience. By staying ahead of competitors and offering insightful updates about product capabilities, you'll play an essential part in helping turn investments into real, measurable outcomes. Emphasizing a collaborative and creative atmosphere, Procore is committed to empowering its employees to explore new ideas and ownership in their work. You'll have the flexibility to work remotely from anywhere in the U.S., joining a team passionate about improving lives in the construction sector. If you have a success story in SaaS sales or a solid background in financial management within construction, we'd love to hear from you and discuss how you can help shape our customer's journey with Procore.

Frequently Asked Questions (FAQs) for Commercial Solution Specialist, Financial Management Role at Procore Technologies
What responsibilities does a Commercial Solution Specialist, Financial Management at Procore manage?

The Commercial Solution Specialist, Financial Management at Procore will take on the crucial responsibility of serving as the financial management subject matter expert. This includes identifying cross-sell opportunities within the existing enterprise customer base, collaborating with account managers to develop strategies, and providing periodic updates on product capabilities and their associated customer value.

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What qualifications are needed for the Commercial Solution Specialist, Financial Management position at Procore?

To be considered for the Commercial Solution Specialist, Financial Management role at Procore, candidates should have a minimum of 5 years of successful SaaS software sales experience, preferably in B2B environments. Alternatively, experience as a controller, accountant, or project manager within a construction company using Procore software would also be advantageous.

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How does the Commercial Solution Specialist, Financial Management role impact customer success at Procore?

The role of Commercial Solution Specialist, Financial Management at Procore is pivotal for customer success as it directly influences product adoption and overall satisfaction. By providing strategic recommendations and addressing client needs through Procore's financial products, this position drives engagement and helps customers achieve their financial and operational goals.

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What is the compensation structure for the Commercial Solution Specialist, Financial Management role at Procore?

The compensation for the Commercial Solution Specialist, Financial Management position at Procore ranges from $44 to $60 per hour, complemented by commission opportunities that can bring estimated on-target earnings to between $151,200 and $207,900. Additionally, the role is eligible for equity compensation.

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What kind of work environment does Procore offer for the Commercial Solution Specialist, Financial Management role?

Procore offers a highly collaborative and creative work environment for the Commercial Solution Specialist, Financial Management role. Emphasizing openness, optimism, and ownership, employees are encouraged to explore new ideas and contribute directly to the company's mission of improving lives in construction.

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Common Interview Questions for Commercial Solution Specialist, Financial Management
Can you describe your experience with SaaS software sales relevant to the Commercial Solution Specialist position?

When answering this question, highlight specific achievements, methodologies used in your previous sales roles, and how your experience aligns with Procore's products. Share metrics or outcomes to demonstrate your effectiveness in driving sales in the SaaS space.

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What strategies would you use to identify cross-sell opportunities in existing accounts?

Discuss your approach to relationship building and understanding customer needs. Highlight your experience in leveraging data or directly communicating with clients to discover solutions that would enhance their current setup with Procore.

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How do you stay updated on industry trends and competitors while selling financial management solutions?

Explain your strategies for continuous learning, such as subscribing to industry publications, attending webinars, or participating in relevant networking events. Emphasize how this knowledge would help you position Procore's solutions more effectively.

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Describe a successful collaboration experience with cross-functional teams.

Provide an example that illustrates your teamwork skills. Focus on how you communicated, resolved conflicts, and achieved a shared goal, particularly in a sales or product context, to showcase your collaborative nature.

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What techniques would you employ to ensure customer adoption of Procore's financial products?

Detail methods such as training sessions, regular follow-ups, and personalized guidance that help customers smoothly transition to using new products. Highlight the significance of customer feedback in refining these adoption strategies.

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How do you assess the ROI of financial management products for clients?

Discuss the metrics you would track to measure ROI, like time savings, cost reductions, or efficiency improvements. Explain your approach to presenting these figures compellingly to clients.

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What challenges have you faced in previous sales roles, and how did you overcome them?

Share a specific challenge that required critical thinking and problem-solving skills. Detail your step-by-step approach to overcoming it and what you learned that would apply to your role at Procore.

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How do you prioritize tasks when managing multiple accounts and projects?

Describe your prioritization strategies, such as using a task management system or defining urgency based on account needs. Emphasize the importance of adapting to new information as it arises.

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Can you give an example of how you've used customer feedback to enhance a sales strategy?

Highlight a situation where you gathered customer insights and applied them to adjust your sales approach, leading to improved engagement, retention, or sales numbers.

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What interests you about working for Procore as a Commercial Solution Specialist?

Articulate your enthusiasm for Procore's mission, culture, and products. Display knowledge about the company and how your skills and values align with their team—a great way to show genuine interest in the opportunity.

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Our mission improves the lives of those in construction, but it's so much more than that. Our technology helps build hospitals, community centers, stadiums, roadways and more. It helps our customers do their work faster and safer while reducing bu...

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DATE POSTED
January 9, 2025

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