NETSUITE GROWTH · MID-MARKET ERP

Turn finance inflection points into predictable NetSuite pipeline.

Build pipeline from three places at once: public-market signals, Baker Tilly's internal client network, and Oracle NetSuite field relationships. Qualify hard, orchestrate the right experts, protect forecast quality, and convert software plus services into repeatable sourced revenue.

THE REVENUE ENGINE

Three sourcing channels. One qualification standard.

The role is explicitly a hunting role. The advantage is that "net-new" does not have to mean cold-only. Baker Tilly can create new implementation revenue through open-market prospecting, warm cross-practice introductions and Oracle co-sell.

ENGINE 1 · OPEN MARKETSignal-based net-new

New CFOs, funding, M&A, carve-outs, ERP sunsets, audit findings and multi-entity growth create a reason to talk now.

OUTPUT: RESEARCHED ACCOUNT → QUALIFIED FIRST MEETING

ENGINE 2 · BAKER TILLYInternal referral network

Audit, tax, transaction and advisory teams already see the finance pain before a technology seller does. Make referral behavior easy and safe.

OUTPUT: TRUSTED INTRODUCTION → WARM NEW LOGO

ENGINE 3 · ORACLE NETSUITEField co-sell

Help NetSuite AEs protect software deals with accounting credibility, implementation confidence and clean pursuit execution.

OUTPUT: CO-SELL / REFERRAL → LICENSE + SERVICES

Operating principle: the sourcing channel can change, but qualification cannot. A warm introduction with no pain, sponsor or timing is not a better opportunity than a cold account with a hard forcing event.

WHAT THE ROLE ACTUALLY OWNS

A deal quarterback, not the technical demo owner.

The BDM owns relationship, qualification, pursuit momentum, commercial orchestration and forecast truth. Solution consultants and delivery leaders own deep solution design.

1Source

Find inflection events, warm referrals and Oracle field opportunities.

2Qualify

Business pain, budget path, buyer, decision process and timing.

3Orchestrate

Bring the right SC, industry SME, delivery leader and Oracle AE.

4Shape

Control the business case, demo agenda, scope and mutual close plan.

5Close

Coordinate license order, SOW, paper process and executive approval.

6Forecast

CRM evidence, commit/upside discipline and honest next-step dates.

WHY THIS FITS MY OPERATING STYLE

Complex technology, manufacturing fluency, partnership building and sales systems.

I would not pretend to be a NetSuite implementation practitioner on day one. The fit is in hunting, translating operational pain into a commercial case, mobilizing experts and building repeatable revenue systems.

ENTERPRISE BDComplex new-logo selling

Years of business development around technical products, manufacturing and multi-stakeholder buying processes.

PARTNERSHIPSBuilt programs from zero

Created the Carbon University partnership motion and worked across commercial, technical and institutional stakeholders.

MANUFACTURINGOperational context

Deep exposure to manufacturing workflows makes inventory, production, systems integration and process pain legible in discovery.

AI SELLING SYSTEMSBuild the engine, not just the list

Designed API-driven research, scoring, opportunity briefs and CRM workflows to turn public signals into human commercial action.

30-day standard: become credible enough in NetSuite, Baker Tilly implementation proof and ERP buying mechanics to run CFO discovery without pretending to replace the Solution Consultant.

NEXTBaker Tilly AdvantageTurn implementation confidence, accounting credibility and industry proof into a sharper competitive position.