Overview

We are seeking a Senior Account Manager specialising in Financial Planning & Analysis (FP&A) to join our dynamic, global overlay sales team in the United Kingdom.

We’re looking for a dynamic and driven FP&A Overlay Sales Specialist to join our high-performing sales team. This role is focused on expanding FP&A adoption within our existing customer base—specifically those using Unit4 ERP, ERPx, and Financials by CODA.

You’ll be the go-to expert for FP&A, working closely with Account Managers and Customer Success teams to identify opportunities, craft compelling value propositions, and drive strategic conversations with decision-makers.

Responsibilities

• Customer Expansion: Develop and execute a targeted sales strategy to drive FP&A adoption across existing Unit4 ERP, ERPx, and CODA customers.
• Solution Selling: Position Unit4 FP&A as a transformative solution for financial planning, analysis, and decision-making. Tailor messaging to customer pain points and business goals.
• Collaborative Engagement: Partner with Account Managers, FP&A specialist Solution Consultants and Value Engineering to build joint account plans and deliver seamless customer experiences.
• Executive Influence: Lead high-impact conversations with CFOs, Finance Directors, and other senior stakeholders to demonstrate the strategic value of FP&A.
• Pipeline Generation: Identify upsell and cross-sell opportunities through data analysis, customer insights, and proactive outreach.
• Sales Excellence: Own the full sales cycle—from discovery to close—ensuring accurate forecasting and consistent quota achievement.

Qualifications

• Proven experience in SaaS sales, with a minimum of 5 years' experience in FP&A sales or related roles, with a proven track record in account management.
• Experience in selling FP&A software.
• Strong understanding of financial processes, planning cycles, and performance management.
• Experience working with existing customer bases to drive expansion and adoption.
• Ability to engage and influence C-level executives, especially within Finance.
• Collaborative mindset with a hunter mentality—comfortable working across teams to drive results.
• Excellent communication, presentation, and negotiation skills.
• Outstanding ability to convey complex financial information to non-financial audiences.
• Solid understanding of financial markets, economic trends, and industry-specific regulations.
• Demonstrated ability to work effectively in a fast-paced, deadline-driven environment.
• Strong leadership qualities and experience in mentoring junior team members.

Additional Information

Who we are: We are a people-first community that nurtures all the areas that surround your working experience. With us, you’ll be surrounded by a high-performance team that supports your authentic self and celebrates your uniqueness.

We believe that ‘How work should feel’ is an evolving statement. Work goes beyond tasks and everyday responsibilities—it’s about feeling valued, empowered, promoted, impactful, seen, and appreciated.

We are reimagining how work makes people feel.

What we offer

• A culture built on trust and accountability—giving you the freedom and autonomy to be successful and make an impact.
• Balance—with Flexible Leave Paid Time Off, remote working opportunities, Global Wellbeing Days, and other benefits.
• Growth opportunities—with tools and guidance to help you focus on what matters and achieve your best work.
• Talented colleagues, role models and mentors—work, learn and be inspired by top talent in the software industry.
• A commitment to sustainability—with initiatives such as our Environmental, Social, and Governance strategy and Act4Good programme.
• A safe and inclusive working environment—supported by Employee Resource Groups open to all.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Industry: IT Services and IT Consulting

Unit4 is committed to ensuring equal opportunity for everyone. We make our hiring decisions solely based on skills, qualifications, and our current business needs. We know that diversity brings fresh perspectives, ideas, and solutions to our company. This is the essence of our culture. We also welcome and encourage people who are pregnant and/or parents-to-be to apply. If you would like to know more about our commitment to diversity, visit our blogs.

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