Summary
Metafile Information Systems is a B2B software company that provides ERP-integrated accounts payable automation and document management solutions. The Account Executive will manage the full sales cycle, develop pipeline, conduct product demonstrations, negotiate contracts, and grow relationships with customers and channel partners.
Responsibilities
- Own and manage a pipeline of qualified opportunities handed off from our BDR team, running discovery calls, product demos, and proposal conversations through to close
- Build and maintain your own outbound pipeline in parallel with BDR-sourced leads, targeting ICP accounts across our priority verticals
- Deliver tailored product demonstrations of MetaViewer, including its integration with Business Central and other supported ERPs, translating technical capability into clear business value for CFOs, Controllers, AP Managers, and IT leaders
- Develop and present proposals, pricing, and ROI/cost-per-invoice business cases that address each prospect's specific pain points
- Manage the negotiation and contracting process, coordinating with pricing, finance, and leadership on approvals
- Maintain accurate and up-to-date pipeline records in HubSpot, including stage, forecast, and next steps
- Partner with Marketing to give feedback on messaging, competitive positioning, and content that supports the sales cycle
- Represent Metafile at industry events and trade shows, including Community Summit North America
- Work closely with Customer Success to ensure smooth handoff and onboarding of new customers
- Manage and grow relationships with VAR (value-added reseller) and channel partners, co-selling on joint opportunities and maintaining regular touchpoints with partner reps
Skills
- 3+ years of closing experience in B2B SaaS or enterprise software sales, ideally selling into finance/accounting personas or ERP-adjacent solutions
- A track record of consistently meeting or exceeding quota, with experience managing a full-cycle sales process
- Comfort working from BDR-sourced pipeline as well as generating your own opportunities — this role blends inbound conversion with proactive outbound
- Strong discovery skills — able to diagnose a prospect's AP and document management pain points and map them to a solution
- Confident presenting to multiple stakeholders (finance, IT, operations) and adapting the pitch to each audience
- Experience with HubSpot or a comparable CRM; organized and disciplined about pipeline hygiene
- Excellent written and verbal communication skills, with the ability to build trust quickly with prospects and internal partners
- Self-motivated and comfortable in a lean, fast-moving team where ownership and initiative are expected
- Experience selling to or working alongside ERP ecosystems (Business Central, Dynamics, NetSuite, Sage, Acumatica, or similar) is a strong plus, though not required
- Familiarity with AP automation, document management, or workflow/approval software
- Prior experience managing or co-selling with VAR/reseller partners in an ERP or software channel
- Prior experience in a company undergoing a product launch or major go-to-market shift
Qualifications
Must Haves
- 3+ years of closing experience in B2B SaaS or enterprise software sales, ideally selling into finance/accounting personas or ERP-adjacent solutions
- A track record of consistently meeting or exceeding quota, with experience managing a full-cycle sales process
- Comfort working from BDR-sourced pipeline as well as generating your own opportunities — this role blends inbound conversion with proactive outbound
- Strong discovery skills — able to diagnose a prospect's AP and document management pain points and map them to a solution
- Confident presenting to multiple stakeholders (finance, IT, operations) and adapting the pitch to each audience
- Experience with HubSpot or a comparable CRM; organized and disciplined about pipeline hygiene
- Excellent written and verbal communication skills, with the ability to build trust quickly with prospects and internal partners
- Self-motivated and comfortable in a lean, fast-moving team where ownership and initiative are expected
Nice to Haves
- Experience selling to or working alongside ERP ecosystems (Business Central, Dynamics, NetSuite, Sage, Acumatica, or similar) is a strong plus, though not required
- Familiarity with AP automation, document management, or workflow/approval software
- Prior experience managing or co-selling with VAR/reseller partners in an ERP or software channel
- Prior experience in a company undergoing a product launch or major go-to-market shift
Benefits
- Uncapped commission
- Clear quota and accelerator structure
- Remote work arrangement