Strategic Finance Solutions Advisor - Remote

Remote; San Francisco (CA); Remote; USD 110,000 - 170,000; Full time

Benefits offered by this job

Paid time off

Parental leave (up to 16 weeks)

Sick time

Education assistance

401k with company matching

Health & wellness benefits

Job summary

Dun & Bradstreet is seeking a Specialist II to cultivate customer relationships, map solutions to business needs, and drive revenue across a global portfolio. You will develop new accounts and expand existing ones while coordinating with stakeholders to deliver value through D&B solutions.

The role emphasizes strategic selling, Salesforce-based tracking, and strong communication skills, with frequent travel to client sites expected (approximately 40% of the time).

Qualifications

• Bachelor's Degree required.
• 8+ years experience selling new solutions or upselling to clients.
• Ability to assess client environments and prioritize growth opportunities.
• Track record in managing complex sales and multiple senior stakeholders.
• Excellent business communication and presentation skills.
• Proficient with Salesforce, MS Excel, PowerPoint and Word.

Responsibilities

• Cultivate customer relationships and understand business challenges.
• Develop new accounts and expand existing ones within a portfolio.
• Map solutions to customer needs and demonstrate capabilities.
• Engage stakeholders across the client organization to drive strategy.
• Maintain data in SFDC to support territory planning and forecasting.
• Travel onsite to customers for business at least 40% of the time.

Skills

Account management

New business development

Cross-sell & upsell

Stakeholder management

Sales methodology

MS Excel

MS PowerPoint

MS Word

Salesforce

Education

Bachelor's degree

Tools

Salesforce

Job description

Dun & Bradstreet is seeking a Specialist II to cultivate customer relationships, map solutions to business needs, and drive revenue across a global portfolio. You will develop new accounts and expand existing ones while coordinating with stakeholders to deliver value through D&B solutions.

The role emphasizes strategic selling, Salesforce-based tracking, and strong communication skills, with frequent travel to client sites expected (approximately 40% of the time).