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Commercial Solution Specialist, Financial Management - job 1 of 2

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 the maximum value from them. In this role, you’ll be the product champion for all of Procore’s financial products (Project Financials, Accounting Integrations, Invoice Management, and 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. You will literally be helping improve the lives of our construction customers by connecting them on a global platform.

 

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 cross-functionally with Sales, Customer Engineering, PS, Support, Product, and Marketing. Successful candidates are passionate about construction and technology.

 

This position can be based at our headquarters in Carpinteria, CA, or Austin, TX office, but can also be remote. We're looking for candidates 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:

  • BA/BS or equivalent experience preferred

  • 5+ years of demonstrated successful software sales, preferably B2B

  • Experience using a consultative, solution-based sales methodology desired

  • Proven record of success in an inside sales and or outside sales-based selling model

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

  • Capacity to work in a fast-paced sales environment

  • Ability to develop trusted relationships

  • Proficiency with Microsoft Office products and online collaboration tools

  • Experience selling technical products in the past

  • Experience selling construction products and/or financial or fintech products highly preferred

  • Experience with CRM and opportunity management systems, preferably Salesforce.com

  • Proven ability to develop and manage pipeline and forecasting

Additional Information

Base Pay Range $32 - $44/Hr plus commission for an estimated on-target earnings of $112,000 - $154,000. 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.

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

$78960 / YEARLY (est.)
min
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$66560K
$91360K

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

Procore Technologies is on the lookout for a talented Commercial Solution Specialist for Financial Management to join our dynamic team. This role is an incredible opportunity to engage with our strategic mid-size customers and expand their Procore platform by integrating our Financial products, such as Project Financials, Accounting Integrations, Invoice Management, and Pay. As the product champion, you will become the go-to subject matter expert, guiding our clients on how these financial solutions can significantly enhance their business performance. Your mission? To help our customers maximize their investment and truly improve their operational processes within the construction industry. Collaborating closely with our Account Managers and Customer Success Engineers, you'll drive product adoption while identifying cross-sell opportunities to ensure our clients are fully unlocking the capabilities of our software. In a role that combines your consultative skills with a passion for technology and construction, you’ll thrive in a transparent and positive work culture that values creativity and team collaboration. At Procore, we believe in empowering our employees, so be prepared to engage in meaningful work and enjoy a fulfilling career in a supportive environment. This role can be based remotely or at our Austin office, as we are open to flexible work arrangements. If you’re excited about enhancing customer experiences and driving value through technology, then this position is for you!

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

As a Commercial Solution Specialist in Financial Management at Procore Technologies, your primary focus is on expanding the Procore platform among strategic mid-size customers by integrating financial products like Project Financials and Invoice Management. You will serve as a subject matter expert, helping clients unlock the full potential of their investment and enhancing their business performance through effective financial solutions.

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What qualifications are needed for the Commercial Solution Specialist role at Procore?

To succeed as a Commercial Solution Specialist at Procore Technologies, you'll typically need a BA/BS or equivalent experience along with over 5 years of successful software sales experience, preferably in a B2B environment. Familiarity with consultative sales methodologies and proven communication skills are also essential to effectively engage with clients.

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What is the work environment like for a Commercial Solution Specialist at Procore?

The work environment for a Commercial Solution Specialist at Procore Technologies is highly collaborative and driven. You’ll work alongside various teams, including Sales, Customer Engineering, and Marketing, in a culture that emphasizes openness, optimism, and creativity, making it a great place to foster innovative ideas.

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How does Procore Technologies ensure customer success in Financial Management?

At Procore Technologies, customer success in Financial Management is prioritized by leveraging a consultative mindset. The Commercial Solution Specialist works closely with account management teams to identify cross-sell opportunities and drive product adoption, all while providing regular updates on product capabilities and benefits, ensuring that customers realize value from their investments.

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What are the career growth opportunities for a Commercial Solution Specialist at Procore?

As a Commercial Solution Specialist at Procore Technologies, you have various career growth opportunities. By excelling in your role, you can advance not only within sales but also into other areas such as product management or technical consulting, all while contributing meaningfully to our mission of improving the construction industry through technology.

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What benefits does Procore Technologies offer its employees?

Procore Technologies offers a comprehensive benefits package that includes generous paid time off, healthcare coverage, professional development programs, and equity compensation. The company prioritizes employee growth and well-being, creating a supportive environment that encourages everyone to thrive.

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What is the salary range for a Commercial Solution Specialist at Procore Technologies?

The salary range for a Commercial Solution Specialist at Procore Technologies is between $32 and $44 per hour, with estimated on-target earnings of $112,000 to $154,000 annually, including commission. The final compensation will depend on factors like experience, skills, and location.

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Common Interview Questions for Commercial Solution Specialist, Financial Management
Can you explain your experience with financial products in a sales role?

When answering this question, highlight your specific experiences dealing with financial products, emphasizing any metrics or successes you had during those roles. Focus on how your understanding of financial solutions has helped you meet customer needs and drive sales.

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How do you approach consultative selling in a software environment?

To effectively respond to this question, describe your consultative selling approach, such as understanding client needs through active listening, providing tailored recommendations, and ensuring constant communication to build trusted relationships. Use examples from your past to illustrate your points.

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What techniques do you employ to mitigate churn and improve product adoption?

Discuss strategies you have employed in the past for reducing churn, such as regular check-ins with clients, utilizing feedback to adjust services, and developing educational resources. Tailor your response to align with financial product offerings.

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How do you stay updated on industry trends, particularly in the construction and financial sectors?

Mention the various resources you use to keep current on industry trends such as subscribing to industry newsletters, engaging in online forums, or attending relevant conferences. Stress the importance of staying informed to better serve clients.

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Describe a time when you had to handle a difficult customer. How did you resolve the situation?

Select a relevant example that showcases your conflict resolution skills. Make sure to highlight your approach to understanding the customer’s challenges and how you turned a negative experience into a positive outcome.

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What strategies do you use to identify cross-sell opportunities?

Discuss your systematic approach to identifying cross-sell opportunities, like analyzing customer accounts, understanding customer needs, and leveraging product knowledge to suggest additional features that can benefit them.

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What role do you believe collaboration plays in achieving sales targets?

Emphasize the importance of collaboration in driving sales results. Provide examples of how working with cross-functional teams has led you to achieve targets and enhance customer experiences.

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How do you maintain a positive attitude in a fast-paced sales environment?

Share your personal strategies for staying positive, such as setting clear goals, celebrating small wins, and creating supportive relationships with colleagues to help stay motivated.

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What do you consider your biggest sales achievement, and why?

Choose a specific sales achievement that is quantifiable and highlights your strengths. Explain the context of the situation, the challenges you faced, and the tactics you used to accomplish it.

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How do you manage your time effectively when working with multiple clients?

Illustrate your time management skills by discussing tools and techniques you utilize, such as prioritizing tasks, using CRM systems for tracking, and allocating time for client engagement strategies. Highlight your adaptability when handling competing demands.

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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
November 26, 2024

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