Account Executive – Renewal Sales

This is a fully remote position, open to applicants in Connecticut, +2 more states.

📋 Description

• Generate and enhance revenue within a designated region or account list.

• Manage revenue and oversee the complete sales cycle, which includes prospecting, negotiating contracts, and securing renewal business with clients.

• Offer insights based on the business needs and usage patterns of customers.

• Act as the customer advocate, gathering feedback to thoroughly evaluate leads and sales opportunities, leverage business from both new and existing relationships, and strategize, negotiate, and finalize deals.

• Address incoming customer communications and appropriately organize or escalate issues related to billing, legal, security, and technical inquiries.

• Collaborate with various team members (Underwriting, Leadership, etc.) to develop strategic financial plans for clients.

• Educate and effectively convey the value of Cash Advance to clients.

• Build and maintain trusted relationships with internal teams and customers to foster mutually beneficial sales relationships.

• Efficiently manage a sales pipeline within a defined sales process.

• Clearly communicate the status of deals to internal management, including senior leadership, with realistic timelines and challenges affecting the overall success of each deal.

⛳️ Requirements

• Bachelor’s degree or a relevant combination of education and professional experience is preferred.

• A minimum of 1 year of full sales cycle experience, ideally in Financial Services and/or consultative sales, with a proven track record of success.

• Experience collaborating with internal sales teams is essential, and you should enjoy this aspect of the role.

• Proficiency in selling across various products and industries.

• Capability to engage multiple stakeholders throughout the sales cycle, including Legal, IT, Security, and Finance teams.

• Strong collaborative skills with internal sales teams are necessary, and you should find this enjoyable.

• Experience in engaging with customers and establishing a presence using communication tools.

• Familiarity with CRM systems (Salesforce preferred) is required.

• Exceptional verbal and written communication skills, along with a strong sense of accountability.

• Ability to perform basic business mathematics.

🏝️ Benefits

• Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life.

• Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy, or dependent care expenses.

• Lifestyle Spending Account: Employer-sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental, and financial well-being.

• 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.

• Voluntary Insurance: Supplemental life insurance along with enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.

• Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.

• Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work.

• LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts, Financial services such as LegalShield, Relaxation and stress management tools.

• Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.

• Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events, managed through our LSA plan, Kapitus Academy.

• Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities.

• Paid Time Off and Sick Time.

• Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary.