• Get the CEO where he needs to be, on time and prepared (don’t worry, he’s trained)
• Setting up phone calls and meetings for the CEO
• Travel arrangements
• Light filing and data entry (don’t know Quickbooks? we’ll show you – it’s easy)
• If you are capable around a computer (that is a requirement) then some light Powerpoint and Word editing will be requested
• Some phone answering

• Intelligent and intellectually curious
• Self-starter and, more importantly, finisher!
• Highly organized and detail-oriented
• Strong communicator with solid verbal and written skills (you will be talking to a lot of executives)
• Must have some computing skills: internet, MS office, Google apps, something!

• Pre-event and post event communication with registrants and sponsors
• Relationship building with key stakeholders
• Represent and deliver service excellence that is in the keeping with the organization’s brand.
• Work closely with internal and external planning committees and client groups to define event goals, objectives, and specific implementation plans that promote the organization’s brand.
• Establish communication protocols and procedures with internal staff, sponsors, and event speakers
• Optimize and manage the event registration process
• Prepare event programs and confirm all necessary preparations are in order
• Ensure events speakers are briefed and prepared to provide effective presentation materials
• Design and deliver post-event surveys
• Develop post-event reports and distribute to sponsors, participants, and others

• University Degree in business, marketing, or related field
• Knowledge of finance, accounting, or treasury functions
• Ability to research, identify and understand issues most relevant to finance, accounting, and treasury professionals
• 2 years in Event Management or related field
• Ability to develop professional relationships in all aspects of the position that result in stable, consistent, reliable, and courteous communication when dealing with other organizations.
• Ability to problem solve and work independently in a rapidly changing and multi-tasking environment with numerous deadlines
• Excellent organization, planning, and project management skills
• Proven ability to take direction and input to develop effective and engaging branded events that will achieve the organization’s goals.

• This position can be located anywhere in the United States and can work from home (our company is located in San Jose, CA, and you are welcome if you live nearby to work at our office, but that is not a requirement)
• Some travel will be required to manage events, but not all events will require your presence
• Apply on this site

We are looking for a proven closer as our first sales hire.  The company has accomplished great things based on grit, guerilla tactics and insight into the market via the experienced finance and treasury professionals on the core team. However, in order to accelerate our tremendous growth, it is time to bring in the talent that will help us get to the next level.  

The Inside Sales Representative will be responsible for growing our B2B Marketplace, which is where members of the Proformative community go to find the goods and services they require to run their businesses.   The Inside Sales Representative will help Proformative become the dominant player in serving the professional needs of corporate finance, accounting and treasury professionals.  Reporting directly to the Vice President of Sales, the responsibilities of this position will include development of an extensive pipeline, and closure of new business partners into the Proformative B2B Marketplace. 

The successful candidate will have extensive experience in telesales, and must understand the value of “lead generation” to prospective Proformative partners.  “Bonus points” for experience selling to business-to-business (B2B) product and service providers who sell into corporate finance/accounting/treasury professionals.  

We are looking for a passionate, intelligent and capable inside sales representative to play an instrumental role in building a world-class company.

·         Over-achieve quota assignment

·         Represent Proformative professionally, in every respect

·         Build a pipeline of sales opportunities, utilizing tools such as Linked-In, Google, Spoke and Jigsaw to locate the “Buyer” in these opportunities

·         Build out Salesforce.com with the defined prospects, suspects and customers

·         Be a “Team Player”

·         Two+ years of proven and successful telesales experience

·    &

Proformative is the premier online destination for corporate finance, accounting and treasury professionals. These people come to Proformative and become members in order to learn and get work done via our online community, high quality content and free resources, and our online and offline events. Proformative connects our members with best in class professional resources and product and service providers who serve them via our B2B marketplace. The B2B Marketplace has many national and global companies in it including Comerica Bank, Houlihan-Lokey, TriNet, and many, many others. These are big firms that spend big money reaching the CFOs, Corporate Controllers and Treasurers that we are bringing to Proformative. Proformative launched in Q4 of 2009 and already has thousands of executive members (e.g. CFOs, Controllers, Treasurers and others) and dozens of high profile customers.