Accounts Receivables Specialist – oCFO

Overview

We are seeking an experienced Accounts Receivables Specialist to support pipeline generation and sales acceleration across FIS’s Office of the CFO (oCFO) solutions.

This role will focus on driving top-of-funnel activity within the Accounts Receivables and Payables space, working closely with Sales to qualify opportunities and build a high-quality pipeline. Acting as a subject matter expert (SME), you will help enhance deal qualification, improve conversion rates, and strengthen FIS’s market positioning.

You will collaborate across Business Units, Sales, Marketing, Go-to-Market, Sales Enablement, and Pre-Sales teams to support revenue growth and ensure strong alignment on strategy and execution.

Key Responsibilities

Sales Engagement

• Act as an SME to support direct sales teams in positioning oCFO solutions across client engagements
• Assist in opportunity qualification, deal strategy, and early-stage pipeline development
• Support client meetings, including C-suite presentations on industry trends and market positioning
• Deliver training and insights to sales teams, enhancing market knowledge and competitive awareness
• Maintain strong pipeline coverage, with a target of ≥2.5x quota across the assigned region

Business Unit Collaboration

• Partner closely with aligned Business Units to drive top-of-funnel pipeline generation
• Provide regular reporting on pipeline performance and growth initiatives
• Ensure alignment on target markets, solution positioning, and Go-To-Market strategy

Solutions & Market Insights

• Provide feedback on product-market fit and identify gaps impacting growth
• Influence product roadmap by sharing market insights and client feedback
• Support the articulation of FIS value propositions from a practitioner’s perspective

Marketing & Enablement

• Contribute to the development of market messaging, campaigns, and outreach strategies
• Support lead generation initiatives, including events, campaigns, and BDR activities
• Partner with Marketing on thought leadership content, including webinars and industry events
• Act as a speaker at events, delivering insights on Accounts Receivables and oCFO topics

Sales Engineering Collaboration

• Work closely with Pre-Sales teams to ensure smooth transition of qualified opportunities
• Ensure accurate tracking and documentation of opportunities within CRM systems

Experience & Skills Required

• Degree-level education or equivalent experience
• 5–10 years’ experience in Accounts Receivables, Credit, or Treasury environments
• 3+ years’ experience in FinTech or consulting (preferred)
• Strong understanding of the competitive landscape within AR and oCFO solutions
• Proven experience engaging with Senior Director and C-level stakeholders
• Excellent communication, presentation, and stakeholder management skills
• Ability to shape compelling market messaging and positioning