Account Executive

Responsibilities

• Own a named territory and build and manage a pipeline of qualified opportunities from first contact to closed‑won.
• Execute a disciplined, multi‑touch prospecting motion across cold outreach, referrals, industry events, and inbound lead follow‑up.
• Lead discovery conversations with CFOs, Controllers, and finance operations leaders to uncover accounting pain, business fit, and competitive landscape.
• Partner with the solutions team to design and deliver compelling, customer‑specific product demonstrations.
• Manage deal progression through a structured sales process (MEDDPICC or equivalent) and maintain accurate, up‑to‑date Salesforce hygiene.
• Drive contract and pricing negotiations through close, working with legal and leadership on MSAs and SOWs as needed.
• Collaborate with marketing on campaign feedback, content needs, and event strategy for the insurance vertical.
• Represent Flexi at industry conferences.
• Provide accurate monthly and quarterly pipeline forecasting to sales leadership.

• 3+ years of full‑cycle B2B software sales experience, with a consistent record of quota attainment.
• Experience selling into finance or accounting buyers (CFO, Controller, VP Finance) required.
• Background in ERP, accounting software, or financial technology strongly preferred; insurance industry experience is a significant plus.
• Demonstrated ability to manage 3 to 6 month deal cycles with multiple stakeholders and technical evaluation components.
• Proficiency in Salesforce CRM; disciplined in pipeline management and forecasting.
• Strong discovery and qualification skills; comfortable holding the room in executive‑level conversations.
• Ability to self‑source pipeline through prospecting, networking, and referrals, not just inbound lead follow‑up.
• Familiarity with MEDDPICC or a comparable structured sales methodology is a plus.