FinQuery, Formerly LeaseQuery

• Serve as the face of FinQuery with respect to your assigned customers • Maximize customer satisfaction rates • Drive expansion by identifying customers’ needs for additional products and services • Manage renewals and promote adoption, engagement, and advocacy • Contribute to the development of FinQuery’s product roadmap • Conduct regular proactive calls and account review meetings • Monitor health metrics such as NPS and churn scores • Identify upsell and cross-sell opportunities • Own customer renewal cycles end to end • Build Customer Success Plans in partnership with management • Manage customer complaints and resolve issues • Represent the voice of the customer to inform product roadmaps • Utilize customer data and metrics to make informed decisions • Identify opportunities for customers to become advocates • Conduct all business in accordance with FinQuery policies and procedures

• Fill the critical role of serving as the face of FinQuery with respect to your assigned customers • Ensure the highest level of customer satisfaction in the industry • Proactively build trusting relationships with your customers • Maximize customer satisfaction rates, drive expansion and manage renewals • Promote adoption, engagement and advocacy • Contribute to the development of FinQuery’s product roadmap • Conduct regular proactive calls and account review meetings • Monitor health metrics and take corrective actions as needed • Identify upsell and cross sell opportunities

• Help administer and monitor AWS PostgreSQL databases, picking up best practices for reliability and performance along the way • Work alongside senior engineers to spot performance issues and find tuning opportunities • Collaborate daily with development teams and other departments since communication is a big part of this job • Review developer-driven data architecture changes and share feedback, with guidance from senior team members • Dig into query performance problems and grow your skills in database optimization • Take part in release and deployment processes, getting real exposure to production workflows • Contribute to internal improvements like automating manual tasks, speeding up data delivery, and supporting infrastructure growth • Use AI agents, LLM-powered tools, and automation to handle routine work like query analysis, schema reviews, documentation, and troubleshooting more efficiently • Keep RDS systems running well day to day • Help assess and improve data schemas for efficiency by reviewing indices, spotting redundant columns, and evaluating table structures • Stay curious, research new technologies, propose AI-driven solutions, and bring ideas to make our systems and team more productive

• Assist clients with onboarding their data onto our software solutions, including lease portfolios in LeaseQuery and business contracts in FinQuery Contract Management (FCM) • Serve as the technical resource to onboard clients into FCM, ensuring they can effectively track all business contracts, prepaids, and accruals • Handle Professional Service requests for clients, addressing a range of needs across both LeaseQuery and FCM • Consult with CFOs, Controllers, and other accounting staff on tight schedules, guiding customers through best practices according to pertinent accounting standards and contract management protocols • Review lease and contract documents and ensure data is accurately entered into the software by our Data Entry team • Provide assistance as clients go through the upload data procurement process and uploading data when complete • Reconcile account balances, including prepaids and accruals, and advise clients on making needed adjustments • Provide product expertise across all areas, including Journal Entries, Reporting, and Data Entry for both LeaseQuery and FCM • Perform customer training on all aspects of LeaseQuery and FCM, with a focus on clear, concise explanation • Understand and guide customers through best practices according to pertinent accounting standards and contract management protocols • Communicate across multiple teams and customers to ensure timely delivery of fast-paced, complex financial projects • Conduct all business in accordance with FinQuery policies and procedures

• Make accountants' lives easier by building features • Partner with product engineers, designers, and QA to translate accounting standards into software requirements • Research and tackle ambiguous accounting questions escalated from teams • Stay ahead of the standard-setters by monitoring publications and emerging guidance • Build the accounting foundation for new products • Use AI as a force multiplier • Engage with customers to articulate software handling of accounting scenarios • Teach the company accounting concepts • Test new accounting features end-to-end • Mentor junior team members

• Make accountants' lives easier and solve complex problems • Be the accounting expert inside Product • Research and tackle ambiguous accounting questions • Stay ahead of the standard-setters and monitor publications • Build the accounting foundation for new products • Use AI as a force multiplier and govern it • Talk to customers and explain how software handles complex scenarios • Teach the company and write customer bulletins • Test what we ship and validate new accounting features • Mentor junior team members

• Abstract, interpret, input, and analyze information in accordance with best practices for FinQuery’s suite of products • Meet or exceed daily production goals with a high degree of accuracy • Identify and communicate discrepancies and raise any questions for clients and lease accounting specialists as needed • Ability and willingness to adapt to changing requirements and projects • Maintain a detailed and organized storage system for lease information to ensure data entries are complete and accurate • Work and communicate effectively with other team members • Conduct all business by FinQuery policies and procedures • All other duties as assigned

• Solve the Problems That Matter Most by being a pivotal member of our high-performing sales team • Identify and recruit new partners who fit the company’s Ideal Partner Profile (IPP) • Manage and vet "Partner-Sourced" leads to ensure they meet criteria before passing them to a Channel Account Manager (CAM) • Act as the subject matter expert on the product during initial discovery calls with partners • Train partner sales teams on how to pitch the product, handle objections, and identify opportunities • Help partners utilize Marketing Development Funds (MDF) to generate top-of-funnel interest • Generate SQLs and revenue in conjunction with partners • Assist partners in business development to grow their portfolio of FinQuery customers • Attend partner webinars and trade shows to represent the brand and capture new leads • Maintain high activity levels and achieve monthly quota attainment • Overcome objections and turn skeptics into believers through communication and listening skills • Collaborate with a supportive team to focus on revenue-generating deals • Engage prospects through cold outreach to communicate how FinQuery solves lease accounting challenges

• You'll be integral to building our sales pipeline and business by consistently setting quality meetings • Execute an established and successful sales process • Actively participate in the SDR training programme • Generate sales-qualified leads • Build rapport with prospects and skillfully uncover their needs • Successfully manage a mix of marketing-sourced leads and self-generated prospects • Achieve key performance indicators (KPIs) • Demonstrate mastery of your skills to follow a clearly defined career path

• Engage with prospects and customers in a consultant role showing how our solutions can help meet their business and technical goals. • In partnership with the sales team, formulate and execute a sales strategy to exceed revenue targets. • Remain up to date with all of FinQuery’s products and services by attending product release meetings and provide feedback to the product team. • Collaborate with sales, marketing, and product teams providing customer feedback and influencing our go-to-market messaging. • Gather and document client requirements in order to translate requirements into software presentation that conforms to client needs. • Prepare for meetings and tailor communications to address business needs of potential clients as part of the pre-sales process. • Build deep relationships with customers to enable them to be FinQuery advocates. • Continuously improve professional skills with a focus on personal mastery and team learning through activities such as training, reading, and seeking mentorship from others. • Provide the marketing team with content for technical articles, blog comments, webinars, peer review, etc. and participate in webinars as a technical expert. • Partner with Customer Success Managers to answer escalated technical accounting and software questions as well as participate in customer calls, as needed. • Identify repeat request and how to resolve especially if it could be addressed during sales process/demo. • Develop an understanding of competitive analyses and differentiators between the company and its competitors. • Develop a competent level of knowledge and technical hands-on experience across products, solutions, and sales propositions. • Document all calls, emails, and other relevant sales activity in CRM accurately and timely. • Keep up to date with all pronouncements by regulatory bodies and new developments with regards to lease accounting. • Represent FinQuery by adequately preparing for and participating in conferences and events. • Conduct all business in accordance with FinQuery policies and procedures. • All other duties as assigned.