Senior Account Executive - FP&A

Meet Unit4 . With over 40 years of heritage, we’re an agile, fast growing, Cloud company that is on a mission to redefine Enterprise Resource Planning (ERP) for mid-market people-centric organisations.
With our innovative, self-driving, adaptive and intuitive software, our customers can spend more time on meaningful high-value work.
At the heart of what we do lies a simple yet profound purpose: Improve how people work by focusing on what truly matters. — A powerful statement that enables different priorities for different people.

We’re shaping how work should feel, and we empower our people by providing them with the right tools to achieve the autonomy they need - it's what makes us unique.

Job Description

We are seeking a Senior Account Manager specialising in Financial Planning & Analysis (FP&A) to join our dynamic, global overlay sales team in the USA.

We’re looking for a dynamic and driven  FP&A Overlay Sales Specialist  to join our high-performing sales team. This role is focused on  expanding FP&A adoption within our existing customer base —specifically those using  Unit4 ERP, ERPx, and Financials by CODA .

You’ll be the go-to expert for FP&A, working closely with Account Managers and Customer Success teams to identify opportunities, craft compelling value propositions, and drive strategic conversations with decision-makers.

• Customer Expansion : Develop and execute a targeted sales strategy to drive FP&A adoption across existing Unit4 ERP, ERPx, and CODA customers.
• Solution Selling : Position Unit4 FP&A as a transformative solution for financial planning, analysis, and decision-making. Tailor messaging to customer pain points and business goals.
• Collaborative Engagement : Partner with Account Managers, FP&A specialist Solution Consultants and Value Engineering to build joint account plans and deliver seamless customer experiences.
• Executive Influence : Lead high-impact conversations with CFOs, Finance Directors, and other senior stakeholders to demonstrate the strategic value of FP&A.
• Pipeline Generation : Identify upsell and cross-sell opportunities through data analysis, customer insights, and proactive outreach.
• Sales Excellence : Own the full sales cycle—from discovery to close—ensuring accurate forecasting and consistent quota achievement.

Qualifications

• Proven success in  SaaS sales , with a minimum of 5 years' experience in FP&A sales or related roles, with a proven track record in account management.
• experience in selling  FP&A software .
• Strong understanding of  financial processes , planning cycles, and performance management.
• Experience working with  existing customer bases  to drive expansion and adoption.
• Ability to engage and influence  C-level executives , especially within Finance.
• Collaborative mindset with a hunter mentality—comfortable working across teams to drive results.
• Excellent communication, presentation, and negotiation skills.
• Outstanding communication and presentation skills, with the ability to convey complex financial information to non-financial audiences
• Solid understanding of financial markets, economic trends, and industry-specific regulations
• Demonstrated ability to work effectively in a fast-paced, deadline-driven environment
• Strong leadership qualities and experience in mentoring junior team members

Additional Information

Who we are :
We are a people-first community that nurtures all the areas that surround your working experience. With us, you’ll be surrounded by a high-performance team that supports your authentic self and celebrates your uniqueness.
We believe that ‘How work should feel’ is an evolving statement. Work goes beyond tasks and everyday responsibilities it’s about feeling valued, empowered, promoted, impactful, seen, and appreciated. 

We are reimagining how work makes people feel.

What we offer:

• a culture built on trust and accountability - giving you the freedom and autonomy to be successful and make an impact
• balance - with our Flexible Leave Paid Time Off policy, remote working opportunities, Global Wellbeing Days, and other great benefits
• growth opportunities - we provide the tools and guidance required so that you can focus on what really matters to you and so, ultimately, you can achieve your best work
• talented colleagues , role models and mentors - work, learn and be inspired by some of the best talent in the software industry
• a commitment to sustainability - with initiatives such as our Environmental, Social, and Governance strategy and Act4Good programme
• a safe and inclusive working environment – supported by our Employee Resource Groups, which are open to all.

Our commitment to equity

Unit4 is committed to ensuring equal opportunity for everyone. We make our hiring decisions solely based on skills,

qualifications

, and our current business needs. We know that diversity brings fresh perspectives, ideas, and solutions to our company. This is the essence of our culture. We also welcome and encourage people who are pregnant and/or parents-to-be to apply. If you would like to know more about our commitment to diversity, visit our blogs: