Account Executive – Central

📋 Description

• Drive Growth: Identify and engage new business opportunities while consistently achieving or surpassing revenue targets within your designated territory.

• Strategic Selling: Utilize both established networks and new channels to discover and pursue significant sales opportunities.

• Collaborate Cross-Functionally: Collaborate with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and provide a unified client experience.

• Lead with Insight: Conduct insightful product demonstrations and meetings that directly address a client's challenges and objectives.

• Educate and Empower: Clearly communicate the value of our platform, educating clients on how it enhances their success and streamlines their workflow.

• Consultative Approach: Establish genuine relationships with prospective clients by listening, understanding their needs, and presenting customized solutions.

• Manage Pipeline: Take charge of your sales pipeline, forecast accurately, and promote team alignment through transparent reporting.

• Enhance Customer Experience: Advocate for our commitment to fostering a positive, inclusive, and results-driven client journey.

• Partner with BDRs: Collaborate closely with Business Development Representatives to align on lead qualification and outbound strategies.

⛳️ Requirements

• A proactive individual with a collaborative mindset and a passion for addressing customer challenges.

• Exceptional communication skills with the ability to build trust and rapport with diverse audiences.

• Experience in SaaS sales, particularly within the fintech or financial services sector, is advantageous.

• A dedication to continuous learning and receptiveness to feedback in a dynamic environment.

• Comfort with ambiguity and a readiness to take initiative when necessary.

• Bachelor’s degree or equivalent experience—what truly counts is your ability to achieve results and progress in the role.

• 3+ years of experience in a sales position, ideally in fintech, wealthtech, or a similar SaaS environment.

• Willingness to travel occasionally (less than 10%) to support client and team engagements.

🏝️ Benefits

• Competitive Salary.

• Fully remote, flexible work environment, with in-person meetings several times a year.

• Comprehensive Medical, Dental, and Vision insurance options, featuring low-cost premiums that reflect our commitment to providing great value to our employees.

• 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability.

• 100% Paid Parental Leave upon eligibility.

• Company equity managed through Carta.

• 401k with Match and 100% vesting upon hire.

• Flexible PTO in a culture that supports and encourages taking time off to relax or recharge.

• Time off for holidays—and yes, your birthday is included. Celebrate, relax, and recharge without hesitation.

• Complimentary estate planning for life!