Charted, Inc.

NetSuite Senior Managed Services Consultant Job Description About Us: Charted Consulting is a thriving NetSuite partner dedicated to elevating our customers' experiences through exceptional automation solutions and consulting services. Our product suite includes Automate: a NetSuite-native financial automation platform designed to significantly enhance NetSuite's out-of-the-box capabilities. Alongside our innovative products, we offer top tier consulting services, partnering with our clients to ensure successful NetSuite implementations, optimizations, and ongoing support. We are committed to building long-term partnerships with our customers, aiding their success from the ground up, starting with our team. At Charted Consulting, we are devoted to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance, alongside various other wellness benefits and programs. We will rely on you to: Manage, with minimal guidance, multiple NetSuite support and software engagements across a wide variety of verticals while simultaneously building client relationships and developing business opportunities for the Charted professional and technical services teams. Specific duties include: - Prepare for and run recurring and ad-hoc client meetings and maintain ongoing relationship building activities to ensure client satisfaction and loyalty. - Manage and resolve, via direct implementation of solutions, a wide variety of daily NetSuite support requests. Types of requests handled will include, but will not be limited to: - Troubleshooting of core and advanced NetSuite transactions/transactional flows (Order to Cash, Procure to Pay, Revenue Recognition, Consolidation/Financials, etc.). - Troubleshooting and maintenance of existing workflows. - Implementation of new NetSuite functionality and modules. - Assistance with compliance and audit questions. - Creation of new reports and searches, including financial reports. - Modification of existing reports and searches, including financial reports. - Creation of new roles/modification of existing roles and assistance with separation of duties issues. - Execution of basic system administration tasks, such as creation of a new employee record or reset of a user’s password. - Provide clear, consistent documentation of support requests and related resolutions, with sufficient detail to meet compliance and controls requirements. - Assist clients with preparation for bi-annual NetSuite upgrades, including compilation of an associated impact assessment and regression testing scripts. - Provide basic training to clients as needed regarding standard NetSuite functionality. Compile associated written materials (such as end-user guides) as necessary. - Independently run implementations of Charted’s various software products and execution of ongoing software support. Includes running related client-facing meetings, compiling associated client-facing documentation, and performing basic project management tasks. - Assist with onboarding and mentoring of new hires. We ask that you: - Have impeccable written and oral communication skills. - Prioritize customer service and customer satisfaction. - Have well-honed business analysis skills. - Have a keen desire to expand your understanding of NetSuite and of business systems in general. - Have sharp analytical skills and be able to solve complex problems with minimal assistance, even when the topics involved are unfamiliar. - Be able to handle competing priorities effectively and with limited guidance. Qualifications: - Minimum of 3+ years of NetSuite consulting experience. - Must be highly proficient with core NetSuite functionality and must have good familiarity with some of the more common advanced NetSuite modules (ARM, SuiteBilling, Projects, etc.). - Must have a strong understanding of general business principles. A minimum of 3 years of business experience required, preferably in software, biotech, or wholesale distribution. - Must be familiar with, and interested in, business systems. Exposure to multiple business system platforms and associated integrations a plus. - Must be familiar with basic accounting principles and terminology. - Must be familiar with compliance and audit-related topics. - Previous experience deploying pre-packaged software solutions a plus. We require that all Charted team members: - Focus on autonomous thinking and a proactive approach to customer relationships. - Create high quality, clearly written documentation that explains work performed and solutions implemented. - Remain committed to highly responsive communication with our customers and team members. - Interact with team members in such a way as to maintain a positive and collaborative atmosphere. - Strive for continued personal growth; contribute in an ongoing and proactive way to the growth of Charted as a company.

New Business Account Executive — Charted, Inc. Remote (U.S.) | Full-Time | Reports to VP of Sales and Customer Success About Charted, Inc. Charted clears the path for finance teams with AP Automation solutions built directly into your NetSuite environment—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full NetSuite dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of NetSuite best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything NetSuite. At Charted, we are devoted to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance, alongside various other wellness benefits and programs. Why this role matters This isn’t just another AE job. We’re looking for a high-impact seller who can confidently run the full sales cycle — driving new business across inbound, partner, and outbound channels. You’ll be responsible for landing new logos and playing a key role in our next phase of growth. What you’ll do • Own the full-cycle sales process: discovery, demo, proposal, close • Work inbound leads with urgency and structure — no wasting warm interest • Drive outbound campaigns with a partner-informed, account-based approach • Collaborate closely with our NetSuite partners to influence and close joint opportunities • Run compelling discovery that connects business pain to our value — fast • Build trust with finance stakeholders (CFOs, Controllers, AP Managers) by speaking their language • Manage deals in Salesforce with precision — clean pipeline, real forecasts • Partner with Solutions Consultants to ensure a strong fit and handoff What we’re looking for • 3–6+ years of full-cycle SaaS sales, ideally with mid-market or ERP experience • Proven closer: you’ve sold $10K–$75K+ ACV deals with multiple stakeholders involved • Strong understanding of how finance teams operate and buy technology • You’ve worked inbound, outbound, and/or through partners — and know the playbook for each • You’re comfortable owning your number, your calendar, and your follow-ups • Coachable, competitive, and eager to learn — you don’t need micromanagement, just direction • You respect the process but know how to build momentum and close deals What success looks like in your first 6 months • Ramp quickly: running qualified calls, demos, and proposals by month 2 • Build pipeline across all channels: outbound, inbound, and partner-led • Drive urgency with tight next steps, real discovery, and clear business cases • Close deals consistently and finish strong, tracking to quota Why Charted? • Private equity-backed, profitable, and scaling quickly • A product customers genuinely love — delivering real ROI, not just buzzwords • Remote-first with a high-trust, high-performance culture • Competitive compensation, great benefits, and zero micromanaging • Room to grow: this role has visibility, autonomy, and a direct line to leadership We require that all Charted team members: • Focus on autonomous thinking and a proactive approach to customer relationships. • Create high quality, clearly written documentation that explains work performed and solutions implemented. • Maintain a commitment to highly responsive communication with our customers and team members. • Interact with team members in such a way as to maintain a positive and collaborative atmosphere. • Strive for continued personal growth; contribute in an ongoing and proactive way to the growth of Charted as a company. Compensation & Benefits • Competitive compensation • Competitive healthcare benefits • Unlimited vacation • Internet allowance • Home office expense reimbursement • 401(k) employer contributions • Birthdays off • Charitable contribution program

Business Development Representative — Charted, Inc. Remote (U.S.) | Full-Time | Reports to VP of Sales and Customer Success About Charted, Inc. Charted clears the path for finance teams with AP Automation solutions built directly into their NetSuite environment — no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so finance teams can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate month-end close. Backed by decades of NetSuite best practices and expertise, we enable multi-entity, multi-currency workflows to support AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything NetSuite. At Charted, we are devoted to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance, alongside various other wellness benefits and programs. Why this role matters You're joining a BDR team that already has momentum. There's a proven playbook, a team lead invested in your success, and a VP of Sales who is hands-on and genuinely accessible. You won't be figuring it out alone — but you will be expected to run. Your job is to start real conversations with finance leaders in NetSuite environments — CFOs, Controllers, and AP Managers who are dealing with real operational pain right now. You'll do that through sharp, well-researched outbound prospecting and by moving fast on inbound leads before the window closes. This is a role for someone who is hungry, coachable, and wants to build the skills that turn a great BDR into a great AE. What you'll do Outbound prospecting - Build and execute targeted outbound sequences into NetSuite finance teams, using intent signals, job change triggers, and partner data to prioritize the right accounts - Lead with workflow-specific pain — invoice capture, approval routing, month-end close — not generic 'AP automation' pitches - Personalize outreach by role, company size, and operational context; research accounts before reaching out - Use a mix of email, phone, and LinkedIn to create conversations, not just contacts - Coordinate with AEs and NetSuite partners on account-based opportunities Inbound lead response - Work inbound leads with genuine urgency — speed to response is a competitive advantage we protect - Qualify quickly and accurately: understand the pain, validate fit, and hand off a strong discovery call to the AE - Treat every inbound lead as a warm signal worth protecting — not a box to check Pipeline and process - Log all activity in Salesforce with precision — clean notes, accurate stages, real next steps - Work closely with your team lead and the broader BDR team to share what's working - Contribute to the ongoing development of sequences, messaging, and outbound playbooks What we're looking for - 1–3 years in a BDR, SDR, or outbound sales role — finance, ERP, or mid-market SaaS experience is a strong plus - You know how to write a cold email that earns a response because it's relevant, not because it's clever - You understand (or are genuinely motivated to learn) how finance teams think and buy - Strong enough on the phone to have a real conversation, not just read from a script - You take inbound response time seriously — warm leads don't wait, and neither do you - Coachable and competitive: you want feedback, you track your numbers, and you care about improving - Familiarity with Salesforce, Salesloft, Zoominfo, or similar tools is a plus What success looks like in your first 6 months - Month 1: Fully ramped on the product, ICP, and messaging with support from your team lead — running outbound sequences and working inbound leads independently by the end of the month - Month 2–3: Booking qualified discovery calls consistently across both channels; finding your rhythm within the team's playbook - Month 4–6: Hitting or exceeding pipeline targets; actively contributing ideas to improve messaging and sequences alongside your teammates Why Charted? - Private equity-backed, profitable, and scaling quickly - A product customers genuinely love — delivering real ROI, not just buzzwords - A BDR team with real structure: a dedicated team lead, a hands-on VP of Sales, and a playbook that's already working - Remote-first with a high-trust, high-performance culture - Competitive compensation with uncapped commission potential - This role has a clear path: strong BDRs here grow into AE roles We require that all Charted team members: - Focus on autonomous thinking and a proactive approach to customer relationships - Create high quality, clearly written documentation that explains work performed and solutions implemented - Maintain a commitment to highly responsive communication with our customers and team members - Interact with team members in such a way as to maintain a positive and collaborative atmosphere - Strive for continued personal growth; contribute in an ongoing and proactive way to the growth of Charted as a company Compensation & Benefits - Competitive base salary + uncapped commission - Competitive healthcare benefits - Flexible vacation - Internet allowance - Home office expense reimbursement - 401(k) employer contributions - Birthdays off - Charitable contribution program

Business Development Representative — Charted, Inc. Remote (U.S.) | Full-Time | Reports to VP of Sales and Customer Success About Charted, Inc. Charted clears the path for finance teams with AP Automation solutions built directly into their NetSuite environment — no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so finance teams can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate month-end close. Backed by decades of NetSuite best practices and expertise, we enable multi-entity, multi-currency workflows to support AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything NetSuite. At Charted, we are devoted to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance, alongside various other wellness benefits and programs. Why this role matters You're joining a BDR team that already has momentum. There's a proven playbook, a team lead invested in your success, and a VP of Sales who is hands-on and genuinely accessible. You won't be figuring it out alone — but you will be expected to run. Your job is to start real conversations with finance leaders in NetSuite environments — CFOs, Controllers, and AP Managers who are dealing with real operational pain right now. You'll do that through sharp, well-researched outbound prospecting and by moving fast on inbound leads before the window closes. This is a role for someone who is hungry, coachable, and wants to build the skills that turn a great BDR into a great AE. What you'll do Outbound prospecting - Build and execute targeted outbound sequences into NetSuite finance teams, using intent signals, job change triggers, and partner data to prioritize the right accounts - Lead with workflow-specific pain — invoice capture, approval routing, month-end close — not generic 'AP automation' pitches - Personalize outreach by role, company size, and operational context; research accounts before reaching out - Use a mix of email, phone, and LinkedIn to create conversations, not just contacts - Coordinate with AEs and NetSuite partners on account-based opportunities Inbound lead response - Work inbound leads with genuine urgency — speed to response is a competitive advantage we protect - Qualify quickly and accurately: understand the pain, validate fit, and hand off a strong discovery call to the AE - Treat every inbound lead as a warm signal worth protecting — not a box to check Pipeline and process - Log all activity in Salesforce with precision — clean notes, accurate stages, real next steps - Work closely with your team lead and the broader BDR team to share what's working - Contribute to the ongoing development of sequences, messaging, and outbound playbooks What we're looking for - 1–3 years in a BDR, SDR, or outbound sales role — finance, ERP, or mid-market SaaS experience is a strong plus - You know how to write a cold email that earns a response because it's relevant, not because it's clever - You understand (or are genuinely motivated to learn) how finance teams think and buy - Strong enough on the phone to have a real conversation, not just read from a script - You take inbound response time seriously — warm leads don't wait, and neither do you - Coachable and competitive: you want feedback, you track your numbers, and you care about improving - Familiarity with Salesforce, Salesloft, Zoominfo, or similar tools is a plus What success looks like in your first 6 months - Month 1: Fully ramped on the product, ICP, and messaging with support from your team lead — running outbound sequences and working inbound leads independently by the end of the month - Month 2–3: Booking qualified discovery calls consistently across both channels; finding your rhythm within the team's playbook - Month 4–6: Hitting or exceeding pipeline targets; actively contributing ideas to improve messaging and sequences alongside your teammates Why Charted? - Private equity-backed, profitable, and scaling quickly - A product customers genuinely love — delivering real ROI, not just buzzwords - A BDR team with real structure: a dedicated team lead, a hands-on VP of Sales, and a playbook that's already working - Remote-first with a high-trust, high-performance culture - Competitive compensation with uncapped commission potential - This role has a clear path: strong BDRs here grow into AE roles We require that all Charted team members: - Focus on autonomous thinking and a proactive approach to customer relationships - Create high quality, clearly written documentation that explains work performed and solutions implemented - Maintain a commitment to highly responsive communication with our customers and team members - Interact with team members in such a way as to maintain a positive and collaborative atmosphere - Strive for continued personal growth; contribute in an ongoing and proactive way to the growth of Charted as a company Compensation & Benefits - Competitive base salary + uncapped commission - Competitive healthcare benefits - Flexible vacation - Internet allowance - Home office expense reimbursement - 401(k) employer contributions - Birthdays off - Charitable contribution program

Location: Boston Reports to: Chief Executive Officer About ChartedCharted is a fast-growing B2B SaaS company transforming how mid-market finance teams operate through NetSuite-native finance automation. Our AP Automation Suite lives entirely inside NetSuite, eliminating the need for integrations and delivering a huge value add to NetSuite users looking to simplify, instead to add to their tech stack. Thousands of NetSuite users use and trust Charted to help automate their Procure-to-Pay process. We are entering a new phase of scale: expanding globally, deepening our partner ecosystem, and investing heavily in customer experience. To drive this next chapter, we’re hiring an experienced VP of Customer Experience to lead and unify our post-sales organization. About the RoleThe VP of Customer Experience will own everything that happens after a customer signs: onboarding, go-live, customer success, retention, expansion, and long-term advocacy.This is a senior, strategic role responsible for: - Customer Success (retention, adoption, expansion) - Software Implementations (delivery, quality, timelines) - Software Support (responsiveness, NPS) - Expansion Sales (upsell + cross-sell across our AP Suite and new products) - Churn Ownership (partnering with Product on product-related drivers) This leader must know the NetSuite ecosystem, understand the nuances of ERP-native SaaS, and have the experience of building or scaling a high-performing Customer Experience function at a growth-stage B2B SaaS company. ResponsibilitiesCustomer Success & Retention - Own Net Revenue Retention (NRR), Gross Retention, and Expansion targets - Lead a Customer Success organization responsible for Expansion sales, health scores, renewal forecasting, and risk mitigation - Build a proactive engagement model tailored to customer segment, complexity, and AP maturity - Develop executive-ready reporting for churn, expansion, adoption, and product insights - Partner with Product to address feature gaps, product-driven churn, and roadmap prioritization Implementation Delivery - Oversee all software implementation projects and ensure predictable, high-quality go-lives - Standardize implementation playbooks, handoff processes, and timeline expectations - Improve delivery accuracy, reduce delays, and ensure success metrics are met for every implementation - Partner with Sales to set proper scoping and expectations during pre-sales Software Support - Own the support organization, including SLA compliance, severity triage, customer communication, and escalation paths - Advance our Support operating model, including integrations between HappyFox and Jira - Reduce time-to-resolution and increase support-driven customer satisfaction - Build scalable Tier 1/Tier 2/Tier 3 structures to support growth - Partner with Engineering and Product to manage handoffs effectively for Tier 2-3 incidents Expansion Sales - Own responsibility for cross-sell and upsell within the customer base - Partner with Product Marketing and Sales to craft expansion playbooks for AP Automation, including Payments - Develop compensation/commission alignment across CS + Sales for expansion motions - Report expansion pipeline and forecasts to the CEO and Revenue leaders Customer Experience Strategy - Build the long-term CX strategy for Charted as we scale into the UK and beyond - Create a unified post-sales operating model across Success, Implementation, and Support - Help define the customer segmentation framework and renewal/expansion motions - Improve onboarding → adoption → value realization → renewal → advocacy - Drive customer community, webinar series, and partner enablement around customer lifecycle Team Leadership & Scale - Lead, mentor, and grow a team across multiple functions - Build high-performance targets, scorecards, and process rigor - Foster a culture of ownership, quality, customer empathy, and continuous improvement - Collaborate closely with Product, Engineering, Sales, and Partnerships on cross-functional initiatives What We’re Looking ForExperience & Skills - 10+ years in B2B SaaS leadership roles across Customer Success, Implementations, Support, or Professional Services - 5+ years managing managers; experience leading multi-disciplinary CX organizations - Deep knowledge of the NetSuite ecosystem - Proven track record owning retention, churn, and expansion numbers - Experience running software implementation or onboarding programs, ideally ERP or financial automation - Strong operational and analytical capabilities (forecasting, KPIs, segmentation, dashboards) - High comfort managing escalations, difficult customer conversations, and complex accounts - Ability to partner effectively across Product, Sales, and Engineering Leadership Qualities - Confident yet low-ego leadership style - Builder mindset: enjoys designing new programs and scaling them - Excellent communication and executive presence - Customer-obsessed and process-driven - Thrives in a fast-paced, high-accountability environment Nice to Have - Experience with AP Automation, or Financial Operations tools - Experience with international expansion (UK/EU preferred) - Background in a NetSuite partner, financial automation vendor, or ERP-native software company What We Offer - Competitive executive compensation package with bonus - Medical, dental, and vision coverage - Unlimited PTO - Remote-first environment - Home office reimbursement - Annual offsites and leadership summits Why Join Charted?This is a rare chance to lead the entire customer experience at a company undergoing major growth, expanding internationally, releasing new product suites, and transforming how mid-market finance teams operate.You’ll work with a collaborative, low-ego team that values excellence, ownership, and craft. You’ll shape how we deliver value at scale and play a pivotal role in achieving our long-term mission to elevate finance teams everywhere.

Sales Engineer — Charted, Inc. Remote (U.S.) PST Preferred | Full-Time | Reports to VP of Sales and Customer Success About Us Charted clears the path for finance teams with AP Automation solutions built directly into your NetSuite environment—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full NetSuite dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of NetSuite best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything NetSuite. At Charted, we are devoted to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance, alongside various other wellness benefits and programs. Why this role matters We’re not looking for someone to bore prospects through feature tours. We’re looking for someone dynamic who gets NetSuite, understands how finance teams work, and can help prospects connect the dots between our solution and their specific challenges. This role sits at the intersection of product, sales, and customer value — and will play a critical part in helping us land new customers and expand existing ones. You’ll be a great fit if you… • Can break down complex financial workflows into clear, simple value stories • Know your way around NetSuite (especially AP, PO’s, vendor records, etc.) • Understand accounting principles and what matters to Controllers and CFOs • Are comfortable doing pre-meeting research, asking smart questions, communicating why functionality matters and its impact, and ultimately adapting to each prospect’s unique setup • Can tailor demos to different industries and company sizes — highlighting only what matters • Are just as comfortable talking to a staff accountant as you are to an executive What you’ll do • Partner with Account Executives to tailor demos, chase down technical answers, and close deals • Leverage deep understanding of each prospect’s current process and identify gaps we can fill • Lead tailored product walkthroughs that focus on value, not features • Collaborate cross-functionally with Product and Services teams to support unique use cases and provide actionable feedback to team. • Help refine our demo environments, templates, and talk tracks by vertical • Serve as a NetSuite and AP subject matter expert throughout the sales process • Join calls with partners and bring technical depth to joint opportunities What we’re looking for • 3+ years experience in a Sales Engineering, Solution Consulting, Implementation, or NetSuite Admin role • Hands-on NetSuite experience — especially in Finance/AP workflows • Strong understanding of accounting principles (AP, 3-way match, GL, vendors, etc.) • Experience supporting sales cycles or working closely with GTM teams • Excellent communication and presentation skills — you know how to read the room and pivot when needed • Bonus: experience working in or selling to industries like software/tech, manufacturing, distribution, nonprofit, or professional services What success looks like in your first 6 months • You're running your own demos with confidence by month 2 • You're a go-to resource for NetSuite knowledge on the sales team • You’ve helped close deals by identifying hidden blockers and framing the right solution • You’ve built or refined demo flows and documentation that make it easier to scale the team Why Charted? • Private equity-backed, profitable, and growing fast • Proven product that delivers tangible ROI and customer love • Smart, low-ego team that values clarity, speed, and autonomy • Remote-first, with strong team support and open access to leadership • Competitive comp, great benefits, and the ability to make your mark early We require that all Charted team members: • Focus on autonomous thinking and a proactive approach to customer relationships. • Create high quality, clearly written documentation that explains work performed and solutions implemented. • Maintain a commitment to highly responsive communication with our customers and team members. • Interact with team members in such a way as to maintain a positive and collaborative atmosphere. • Strive for continued personal growth; contribute in an ongoing and proactive way to the growth of Charted as a company. Compensation & Benefits • Competitive compensation • Competitive healthcare benefits • Unlimited vacation • Internet allowance • Home office expense reimbursement • 401(k) employer contributions • Birthdays off • Charitable contribution program Interested? We’d love to hear from you. Apply directly or reach out with a note on your experience with NetSuite and how you help prospects connect the dots between problems and solutions.