Carlos Roldán

I founded Finaro to automate accounts payable for mid-sized manufacturers and distributors. Finaro reads supplier invoices and delivery notes with AI, runs a three-way match against purchase orders and posts only what matches to the ERP (SAP, Microsoft Dynamics, Sage, Odoo). The finance team only reviews the exceptions.

• Lead product strategy, sales and customer onboarding end to end

• Customers process thousands of supplier documents a month across multiple companies and ERPs

• Built the go-to-market: positioning, website, sales deck and demo funnel

•Certified partner for HubSpot, Spendesk and RingOver.
•Defined vision and B2B strategy for the marketing, sales and service department digital transformation
•Created from scratch portfolio of SMB (clients from 10-300 employees and 5-100M of revenue), particularly in tech and industrial space.
•Applied consultative approach to help directors CSO, CMO and CTO with their digital transformation needs
•Lead implementation of the software and conducted training until completed and certified successful onboarding

•Manage the client portfolio of the most important accounts of North Catalonia, accomplishing 42% of growth
•Close sales of new business opportunities and upsell our current customers finding expansion opportunities and blockers
•Consultative approach, developing an understanding of the customer business and giving recommendations about optimization and profitability.
•80% of portfolio of SMB and 20% on Enterprise customers
•Managing deals between 15-300K
•Worked on trainings, integrations and ops implementation

As a Field Sales professional I take care of the Dermathology specialist accounts.

Transmit key messages about the product and provide help and value in each visit for a better treatment of the patients.

Run Projects of scientific divulgation

Prepare scientific material for clients

Sales analysis and sales reports