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Account Executive - Financials
Account Executive - FinancialsOneSource Virtual • Portland, OR, US
Account Executive - Financials

Account Executive - Financials

OneSource Virtual • Portland, OR, US
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Account Executive - Financials

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe.

OneSource Virtual (OSV) is a leading provider of Workday services, solutions, and products, specializing in co-sourced HR, Finance, and Accounting solutions. With over 1,000 BPaaS customers across North America and EMEA, we help organizations thrive by boosting their capacity for growth. Our deep expertise in Workday enables us to deliver comprehensive in-application services including payroll, benefits, accounts payable, tax, and more. Headquartered in Dallas, Texas, OSV maintains a 98% customer retention rate and is proud to serve clients across multiple industries.

Position Overview

The Account Executive - Financials is a key sales role responsible for driving new business growth and expanding OneSource Virtual's Invoice Pay and accounts payable solutions within the Workday ecosystem. This position requires a consultative sales professional who can identify client needs, articulate the value of OSV's Workday-based invoice and payment processing solutions, and close deals that drive mutual success.

Key Responsibilities

Business Development & Sales

  • Identify, prospect, and develop new client relationships for Invoice Pay and accounts payable services
  • Build and manage a robust sales pipeline through strategic outreach, networking, and relationship building
  • Conduct discovery calls and needs assessments to understand client pain points in invoice processing and AP workflows
  • Present OSV's Invoice Pay solutions and demonstrate ROI to C-suite executives, finance leaders, and procurement teams
  • Develop and execute account strategies to close new business and achieve quarterly and annual sales targets
  • Negotiate contract terms and pricing in collaboration with leadership and legal teams

Relationship Management

  • Build trusted advisor relationships with prospective clients throughout the sales cycle
  • Partner with marketing to execute campaigns, webinars, and events targeting the Workday user community
  • Maintain deep knowledge of the Workday ecosystem and broader ERP / finance technology landscape
  • Coordinate seamless handoffs to implementation and account management teams post-sale
  • Represent OSV at industry conferences, Workday events, and client meetings
  • Required Qualifications

  • Bachelor's degree in Business, Finance, Accounting, or related field
  • 8+ years of B2B sales experience, preferably finance / accounting solutions
  • Proven track record of meeting or exceeding sales quotas and revenue targets
  • Experience selling to finance, accounting, or procurement organizations
  • Strong understanding of accounts payable processes, invoice processing, and payment workflows
  • Excellent presentation, communication, and negotiation skills
  • Self-motivated with strong organizational and time management abilities
  • Proficiency with CRM platforms (Salesforce or similar) and sales productivity tools
  • Preferred Qualifications

  • Experience selling Workday solutions or services
  • Knowledge of the Workday Financials ecosystem and partner community
  • Existing network of Workday customers or finance transformation contacts
  • Background in accounts payable, finance operations, or shared services
  • Experience with consultative or solution-based selling methodologies
  • You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.

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