Account Executive, SMB
Sell Carta's equity management platform to early-stage SMB companies (Series A and earlier). Prospect, qualify, and close 20-25 deals per month while leveraging AI tools and maintaining pipeline hygiene in Salesforce.
Account Executive
Owns full sales cycle for fintech product targeting eCommerce merchants, from outbound prospecting and discovery calls to closing deals, onboarding, and long-term account management. Requires 4+ years full-cycle sales experience, preferably in SaaS/fintech/ecommerce.
150k – 210kNew York, NYAccount ExecutiveHybrid4+ YOE
About the role
Responsibilities
Sales & Account Management
- Lead discovery calls to understand prospects’ pain points and position Parker’s value
- Guide customers through the application and onboarding process with clarity and care
- Foster long-term client relationships, helping them scale spend and usage with Parker
- Provide ongoing account support to ensure satisfaction and retention
Pipeline & Performance Management
- Maintain accurate records in our CRM (Hubspot), ensuring pipeline hygiene and transparency
- Log key touchpoints, schedule timely follow-ups, and submit end-of-day sales recaps
- Track metrics and continuously improve via call reviews and coaching with Sales Leadership
- Proactively generate new leads via: Referral networks, LinkedIn + social media engagement, Strategic cold and warm email outreach, Partnerships and internal lead gen tools
- Work alongside SDRs to keep a strong pipeline of qualified opportunities
Requirements
- 4+ years in full-cycle sales roles (SaaS, fintech, agency, or ecommerce preferred)
- Proven ability to close deals and manage multiple accounts at once
- Experience selling to DTC brands, founders, or operators is a major plus
- Highly organized, curious, coachable, and proactive
- Excellent communication skills—clear, confident, and customer-obsessed
Nice To Have
- Familiarity with Hubspot or similar CRM
- Experience reviewing your own calls and self-optimizing
Compensation & Perks
- OTE: $150,000–$210,000 ($100,000–$150,000 base + uncapped commission)
- Competitive equity package
- Full medical, dental, and vision coverage
- Flexible PTO and remote-friendly work culture
- 401(k) program
Skills
HubSpotCRMSaaS SalesFintech SalesEcommerce SalesLinkedin SalesCold OutreachPipeline ManagementSales Forecasting
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