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Account Executive

Drives high-velocity sales to small business owners via video discovery, pipeline management, and value-based outreach in FinTech/SaaS. Requires 2-3+ years client acquisition experience, quota overachievement, and strong communication skills.

About the job

What you'll do

  • Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join.
  • Provide value and guidance to prospective members based on their unique business attributes and financial needs.
  • Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up. This includes calling, SMS, and email touchpoints.
  • Partner with Marketing and Enablement on outbound targeting and cold outreach.
  • Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (Setting client expectations, driving an amazing member experience)
  • Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies.
  • Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.).

What you'll bring

  • 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience.
  • Consistent track record of overachieving sales quotas and targets. You’re really competitive and consistently need to be at the top of your team.
  • High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner
  • Empathic understanding of the challenges of being a small business owner.
  • Excellent verbal and written communication skills via phone, SMS, email, and video.
  • Exceptional organizational skills, data-centric approach, and attention to detail.
  • Proven ability to launch successful outreach or other prospecting campaigns.

What we offer

  • Remote-Friendly Environment: Flexibility to work from home while staying connected to the team
  • Health & Wellness: $200 quarterly reimbursement to support your well-being
  • Time Off: Flexible PTO plus 14 company holidays
  • Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents
  • Parental Leave: 16 weeks fully paid
  • Retirement & Ownership: 401k plan plus an equity package
  • Team Connection: Quarterly virtual events and an annual in-person summit
  • Compensation Range: $80,000 + uncapped commission

Skills

Fintech, SaaS, Salesforce, CRM, Pipeline Management, Outbound Prospecting, Cold Outreach, Video Sales, Sms Marketing, Email Campaigns

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