• Lead, mentor, and develop a team of sales professionals focused on acquiring new financials customers • Set clear performance expectations, provide coaching, and conduct regular performance reviews • Foster a culture of accountability, collaboration, and continuous improvement • Develop and execute strategic sales plans to achieve new logo acquisition targets across commercial and enterprise segments • Identify and prioritize target accounts and market opportunities within the financial sector • Drive pipeline generation and management to ensure consistent revenue growth • Collaborate with marketing, product, and customer success teams to optimize the customer acquisition process • Own and exceed quarterly and annual new business revenue targets • Manage complex, multi-stakeholder sales cycles with financial organizations • Negotiate and close high-value contracts with both commercial and enterprise healthcare clients • Maintain accurate forecasting and reporting on sales activities and pipeline health • Stay current on healthcare industry trends, regulations, and competitive landscape • Understand the unique needs and challenges of financial organizations • Leverage industry knowledge to position solutions effectively and build credibility with prospects

• Own and maintain the company's integrated three-statement model (P&L, balance sheet, cash flow), keeping it current, accurate, and useful for decision-making • Build and refine scenario and sensitivity analyses to support strategic planning, fundraising, and board-level conversations • Lead the annual budgeting process and maintain rolling forecasts in close partnership with the VP of Finance • Track actuals vs. plan, identify variances, and surface insights that inform corrective action • Develop and maintain financial models that support headcount planning, go-to-market investment, and operational efficiency • Support procurement process and manage finance approval process • Own the company's core SaaS metrics and ensure they're reliably tracked and reported • Build dashboards and reporting frameworks that give leadership real-time visibility into business health • Serve as the embedded finance partner for key department heads across G&A and Product • Help functional leaders build and manage their budgets, evaluate ROI on initiatives, and make data-driven investment decisions • Translate financial complexity into actionable recommendations for non-finance stakeholders

• Independently own and drive high-priority strategic and operational initiatives on behalf of the CFO, leading workstreams from problem definition through execution. • Lead operating cadence, planning processes, and cross-functional follow-through on key business and finance priorities, ensuring clear accountability and sustained execution. • Develop clear, high-quality communications and executive-level materials for senior leadership, board-facing discussions, and other critical audiences. • Lead meetings, decision forums, and executive work sessions with or without the CFO present, helping frame issues, align stakeholders, and drive decisions on key enterprise priorities. • Identify issues, opportunities, and emerging risks early, and independently frame options, recommendations, and action plans for senior leadership. • Create structure in ambiguous situations by clarifying objectives, defining workplans, assigning accountability, and driving follow-through across teams. • Conduct routine and ad hoc analysis to inform decisions, address critical business questions, and identify actionable insights. • Build strong relationships across teams to align stakeholders, remove obstacles, and improve how work gets done through scalable, simplified processes. • Operate as a versatile enterprise athlete, flexing across strategy, communications, analytics, operating cadence, problem solving, and special projects as business needs evolve.

• Working as part of a captive finance team to facilitate sales and maximize value for Cisco products and services • Serve as the account manager for a defined group of customers • Manage necessary internal and external relationships to deliver on customer outcomes and Cisco success • Responsible for exceeding bookings goal, managing forecast accuracy, providing customer insight, and strategically leveraging all financial solutions • Collaborate with other Financial Sales Specialists and Cisco Commercial Sales teams, Partners, and Customers • Provide creative deal structuring for strategic sales opportunities aligned with Cisco's Goals and Initiatives • Contribute to the overall Cisco customer experience