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FINNY AIFINNY AINew York, NY

Account Executive

Owns full sales cycle for fintech SaaS platform targeting financial advisors, from discovery to close. Requires 3-5 years B2B SaaS/fintech sales experience, quota attainment, and proficiency in sales tools like HubSpot and Outreach.

120k – 120k/yr
On-site3+ YOEAccount Executive

About the role

What You’ll Do

  • Own the entire sales cycle: discovery, demo, proposal, and close.
  • Collaborate with BDRs to qualify and convert high-quality opportunities.
  • Deliver tailored product demos and articulate FINNY’s ROI to advisors and firm leaders.
  • Exceed monthly and quarterly revenue targets while maintaining precise CRM hygiene.
  • Partner with marketing and product to refine messaging and feedback from the field.

What We’re Looking For

  • 3–5 years of full-cycle B2B SaaS or fintech sales experience with a proven quota record.
  • Familiar with high-volume, high-velocity sales (25+ deals / month)
  • Excellent presentation and closing skills, especially with senior decision-makers.
  • Deep understanding of sales process management and forecasting.
  • Proficiency with sales tools (Attio, HubSpot, Outreach.io, LinkedIn Navigator).
  • Entrepreneurial, data-driven, and collaborative mindset.

Nice to haves:

  • Experience selling to financial advisors, RIAs, or broker-dealers.
  • Familiarity with lead-gen or marketing automation products.
  • Startup or early-stage sales experience.

Compensation & Benefits

  • Competitive salary, commission and equity
  • Medical, dental, and vision insurance
  • Flexible paid time off
  • 401(k)
  • Food and meals provided in our NYC office
  • Team offsites and events

Skills

AttioHubSpotOutreach.IoLinkedin NavigatorCRMSalesforceB2B SaaS SalesFintech SalesSales Process ManagementForecasting

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