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.
About the job
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
Attio, HubSpot, Outreach.Io, Linkedin Navigator, CRM, Salesforce, B2B SaaS Sales, Fintech Sales, Sales Process Management, Forecasting
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