Product Advisor, AP AutomationSwitchboard Hiring • Dallas, TX, US
Product Advisor, AP Automation
Switchboard Hiring • Dallas, TX, US
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- [job_card.part_time]
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[job_card.job_description]10+ years in leadership level financial roles with hands-on experience in AP automation and purchase-to-pay processes; ideally with prior experience evaluating, implementing, or using similar cloud-based platforms Exceptional presentation and public speaking skills—comfortable leading technical conversations with C-suite finance leaders, conducting demos, and speaking at events Strong ability to translate complex financial operations challenges into compelling customer narratives and speak authentically from the buyer's perspective Excellent written and verbal communication skills for creating sales scripts, video content, and marketing materials Willingness to travel for partner events, workshops, and trade shows Player-coach mentality—equally comfortable providing strategic pre-sales support, executing demos, coaching teams, and continuously learning new product capabilities Location : Dallas, TX - Remote Work Schedule : Part-time / Contract Basis
Yooz is seeking a dynamic Product Advisor to bring our AP automation platform to life through demos, webinars, and events. Ideal for someone with CFO or Controller experience, this part-time contractor role blends financial expertise with pre-sales impact—helping prospects see Yooz from the customer’s perspective. You’ll partner with sales and marketing teams to drive engagement, credibility, and product adoption across global markets.
About Yooz
Yooz is redefining Lean Financial Operations automation. They're a global leader in cloud-based AP and purchase-to-pay automation, trusted by 600,000+ users across 50+ countries to eliminate waste, accelerate growth, and defeat fraud with industry-leading native AI. Great Place To Work Certified, Yooz puts people first with a culture built on integrity, excellence, and obsessive customer focus.
What You'll Do
- Serve as a highly visible pre-sales champion bridging marketing, sales, and product enablement to represent Yooz’s voice of expertise across partner and customer ecosystems.
- Lead product demonstrations, webinars, and Yooz University training sessions to showcase AP automation and drive adoption
- Support sales teams by responding to technical questions, maintaining demo environments, and serving as a SME on customer-facing calls
- Train and certify partner teams and internal staff (Sales, SDR, Marketing, CSM) to build product credibility and knowledge
- Speak at industry events, trade shows, and partner workshops to position Yooz as the leader in AP automation
- Create video capsules, sales scripts, and LinkedIn content to amplify Yooz's value proposition
- Partner with sales, marketing, and product leadership to align activities, coordinate messaging, and respond to marketing requests
- Travel to key partner events and offices across the US to deliver training and build stakeholder relationships
Requirements
Benefits
Sponsorship not available. Position only available to those within the US with legal authorization to work.
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Product Advisor • Dallas, TX, US
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