AI-powered expense management and back-office automation. Company

United States (Remote) — $675 per qualified meeting

This post was created on behalf of one of Glencoco’s clients.

Our client provides an AI-powered expense management platform that automates receipt capture, enforces budgets and policies in real time, and integrates with existing finance systems. It eliminates manual expense tracking, reduces reconciliation errors, and gives finance teams the visibility they need for smarter spend control and faster close processes.

They’re expanding outbound efforts to connect with mid-market and enterprise organizations frustrated by the inefficiencies of current expense management tools. As a fractional SDR, you’ll open doors with CFOs, Controllers, and Finance leaders who are ready to explore a modern AI-driven approach to expense management.

This is a fractional SDR role, which pays commissions of $675 per qualified meeting.

What you’ll do:

Build and manage a target account list of mid-market and enterprise companies across the U.S. Run multi-channel outbound (calls, email, LinkedIn) to CFOs, Controllers, and Finance leaders Qualify prospects and secure discovery meetings for the sales team Identify key triggers like rapid growth, global expansion, or manual reconciliation challenges Maintain CRM hygiene and refine messaging for continuous improvement

What you’ll need to succeed:

3–5+ years of SDR/BDR experience booking meetings with enterprise finance leadership Strong discovery skills; able to discuss expense management workflows, reconciliation, and automation Proven ability to engage CFOs, Controllers, and Finance Directors and align with budget and timelines Proficiency with CRM and outbound tools; data-driven and process-oriented Excellent written and verbal communication skills Bonus: experience selling finance automation SaaS, ERP integrations, or compliance solutions

Ideal customer profile you’ll target:

Industries: Any, except companies already using Brex or Ramp Company profile: U.S.-based, 500+ employees, finance team managing enterprise-level expenses Buyer personas: CFO, Controller, VP/Head/Director of Finance Core needs: Frustration with manual expense tracking, reconciliation delays, or lack of visibility into spend

What counts as a qualified meeting (for commission):

Persona: Meeting with a CFO, Controller, or Director/VP of Finance decision-maker Fit: U.S.-based company with 500+ employees, meeting ICP criteria Need/Interest: Prospect expresses pain with current expense management process and openness to evaluate AI-powered solutions Logistics: A 30-minute discovery call scheduled and attended with the AE, with meaningful discussion of expense workflows, reconciliation challenges, and goals

Why this role:

Sell into a critical and growing market: enterprise expense management Help organizations reduce errors, close faster, and gain full visibility into spend Clear ICP, defined triggers, and a solution with measurable ROI Flexible, remote, fractional engagement aligned to U.S. business hours

Compensation:

Commission-only: $675 per qualified meeting

How to apply: Share a brief note highlighting your experience booking meetings with CFOs, Controllers, and enterprise finance teams. Include outbound performance metrics (connect-to-meeting rates, meetings/month) and any background in finance automation or SaaS solutions.

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😄 Here's an example (but DON'T use the example verbatim). Be authentic to yourself:

”While working as an SDR at ZoomInfo, I set up an outreach sequence that leveraged text, calling and email. My sequence outperformed other reps on meeting set by 30%. My sequence was responsible for getting our foot in the door with Cisco!”

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