Teams at DocuPhase LLC

Own monthly management and investor reporting, including financial statements, KPIs, variance commentary, EBITDA analysis, cash forecasting, covenant calculations, budgeting, reforecasting, and three-statement modeling. Support board materials, value-creation tracking, M&A, refinancing, due diligence, KPI dashboards, and reporting automation while partnering with finance leadership, private equity sponsors, lenders, and operating partners.

Drive new B2B software business within an assigned territory by prospecting, building pipeline, conducting consultative demos, managing multi-stakeholder opportunities, forecasting, and closing contracts. Maintain accurate Salesforce records, use sales technology to improve performance, and share market insights with sales and marketing teams. The role involves approximately 90% selling activities and up to 20% travel.