Account Executive

This is a fully remote position, open to applicants in Florida.

📋 Description

• Identify and engage potential customers within primary industry sectors

• Build and oversee a pipeline of qualified leads through outbound outreach, marketing-generated leads, referrals, and participation in industry events

• Conduct discovery calls and product presentations to identify customer needs and tailor Fintech solutions accordingly

• Manage the complete sales cycle from prospecting to closing, including lead qualification, proposal creation, contract negotiations, and onboarding handoff

• Achieve or surpass quarterly and annual goals for new customer acquisition

• Keep precise records of prospect interactions and pipeline activities utilizing CRM tools

• Stay informed about industry trends, market conditions, and competitive dynamics

• Research prospective clients' business models, decision-making frameworks, and strategic initiatives

• Collaborate with Marketing, Sales Enablement, Customer Success, and Product teams

• Coordinate with implementation and account management teams to ensure seamless customer transitions

• Provide post-sale documentation and set expectations for internal stakeholders

• Deliver pipeline updates, forecasts, and business insights to management

• Track outreach efforts, conversion rates, sales velocity, and key performance indicators related to deal sizes

• Share market and product insights to shape go-to-market strategies

⛳️ Requirements

• Associate’s Degree

• Strong skills in relationship-building are essential

• Prior sales experience is preferred, ideally within the retail sector

• Exceptional communication skills, both verbal and written

• Ability to engage with prospects and current customers in a professional and approachable manner

• Must be capable of conveying technical instructions in an accessible way

• Ability to interact and communicate with internal staff promptly and effectively

• Proficient in Word, Excel, PowerPoint, and Outlook

• Experience with customer relationship management (CRM) software; Salesforce experience is preferred but not mandatory

• Capability to perform online presentations and demonstrations

• Comfortable speaking in public settings

• Detail-oriented with strong organizational skills

• Excellent follow-up abilities

• Demonstrated capacity to work independently as well as collaboratively within a team

• Some travel may be required

🏝️ Benefits

• Some travel required