Account Executive
Account Executive responsible for end-to-end sales cycle including lead generation, multi-channel outreach, pipeline building, demos, negotiations, and closing deals in software (with finance software focus). Requires 3+ years full-stack sales experience in software, strong automation/CRM skills, and proactive mindset. Must be onsite in San Francisco.
About the job
Key Responsibilities
- Build and manage targeted lead lists aligned with Ideal Customer Profile (ICP).
- Partner with an SDR on the GTM team to drive pipeline.
- Utilize automation tools to identify, segment, and engage potential customers.
- Research and qualify leads in the software industry.
- Execute multi-channel outreach (personalized emails, calls, LinkedIn).
- Identify key decision-makers and influencers within target accounts.
- Nurture leads and build long-term partnerships.
- Manage full sales cycle for select accounts, from discovery to contract negotiations.
- Collaborate with marketing and product teams to tailor messaging and value propositions.
- Provide product demonstrations and articulate value of Agent+.
- Track, measure, and report on key sales metrics (lead-to-meeting and meeting-to-close conversion rates).
- Optimize workflows and outreach strategies based on performance data.
- Use CRM software (HubSpot) effectively.
Requirements
- 3+ years in a full-stack sales role (AE/SDR/BDR) within the software industry.
- Expertise in lead list building and working with automation tools.
- Expertise in maintaining email infrastructure for optimized outbound engagement.
- Strong research skills to uncover insights about prospects and their businesses.
- Proficient in CRM management and reporting.
- Highly proactive, adaptable, and capable of working in a fast-paced environment.
- Exceptional communication and interpersonal skills.
- Growth mindset with a focus on continuous improvement.
Nice-to-Haves
- Experience selling mid-market finance software (ERP, spend management, invoicing, etc.).
- Experience working at an early stage startup or startup with a larger company (new market, etc.).
- Proven success in building and maintaining a high-quality sales pipeline.
Skills
HubSpot, CRM, Lead Generation, Sales Pipeline Management, Outbound Sales, Sales Outreach, ERP, Finance Software
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