← Rillet
Rillet role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A modern, AI-native ERP (the system of record for accounting) built for fast-growing mid-sized companies.
Who you'd be calling
Controllers, VPs of Finance, and CFOs at growing mid-market and tech companies outgrowing their starter accounting software.
Your opener
“Hi Taylor, this is Alex from Rillet. We build a newer kind of ERP for growing finance teams that don't want to be stuck in a clunky legacy system. Do you have a minute to tell me what you're using for accounting today?”
Problems you solve for them
- Outgrown accounting tools make reporting and close slow
- Old ERPs are costly, hard to change, and need consultants
- Finance teams do too much manual data entry and cleanup
Discovery questions to ask
- What system do you run your general ledger and close on today?
- What has you thinking about a change: growth, cost, or reporting pain?
- How much of your team's time goes to manual work, spreadsheets, and workarounds?
Objections they'll throw at you
“I'm busy right now.”
→ Understood. Can I grab 15 minutes later this week so I can ask just two questions about your accounting setup?
“Not interested.”
→ That's fair. Is your current system working well, or is switching just not on the radar right now?
“We already use an ERP, like NetSuite.”
→ That makes sense. Many teams start there. What is the most frustrating thing about it as you've grown?
“Send me an email.”
→ Sure. What would help most: how an AI-native ERP differs, or what a move from your current system looks like?
Competitors worth knowing
NetSuite, Sage Intacct, Campfire
Interview tips for this company
- Their about page says the pace is intense, so show you're quick, self-driven, and comfortable with change.
- Learn what an ERP and general ledger are in basic terms, and why switching ERPs is a big decision. Expect longer sales cycles.
Written from public information about Rillet to help you practice. Ask an insider what their role play looked like; it's the best prep there is.