Account Executive

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This range is provided by Practifi. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$90,000.00/yr - $/yr

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About Practifi (The Real Story)

Sure, we build financial technology solutions—but that's just what we do, not who we are. At Practifi, we build financial technology, but more importantly, we build a place where people enjoy working and genuinely care about each other. In a crowd of fintechs preaching culture, we actually live it—what you see in interviews is what you'll experience every day. You'll join a team that solves real problems for real people, together.

The Opportunity (What This Role Really Means)

We need someone who can be the face of Practifi—not just closing deals, but building genuine relationships with wealth management firms who need what we offer. This role exists because our product truly helps financial advisors succeed, and we need someone who can communicate that authentically while building their own territory from the ground up.

This isn't a role where you'll be handed a warm pipeline and told to smile and dial. You'll prospect your own leads, nurture marketing-generated opportunities, and leverage partner relationships—all while collaborating with Product, Marketing, and Client Success to make sure we're actually solving the right problems. Because when sales, product, and customer success are aligned, everyone wins—especially our clients.

Here's what you'll actually be doing:

• Own your quota and territory: You'll independently manage your sales numbers, build and maintain your pipeline, and hit your targets. No hand-holding, but plenty of support when you need it.
• Generate and nurture leads: Mix of self-prospecting, marketing leads, and partner connections. You'll run demos, lead discovery calls, and move deals forward without waiting for someone to tell you what to do next.
• Close deals professionally: Consultative selling that actually helps clients, not pushy tactics. You'll represent Practifi in a way that makes us proud.
• Log everything accurately: Keep our CRM current and complete performance reporting weekly, monthly, and quarterly. Yes, this matters—data drives our decisions.

• You'll be building your own pipeline, which means some days are prospecting-heavy
• Sales cycles in our space aren't instant—you'll need patience and persistence
• You'll navigate learning our product while also selling it (we'll help, but there's a curve)
• Some deals will fall through despite your best efforts—that's sales
• Our documentation is robust, but evolving; feedback is valued

• Annual Learnbucks stipend for continued education
• Transparent, real promotion pathways—we grow from within
• Direct collaboration with Product and Marketing means your insights shape our strategy
• Mentorship opportunities with junior team members as we grow
• Space to innovate on our sales processes and contribute new ideas

• 3-5 years of sales experience
• Experience in wealth management, financial technology, or B2B SaaS a plus
• Proven track record of meeting or exceeding sales quotas
• Experience managing a full sales cycle from prospecting to close
• Comfortable running demos and discovery processes independently
• Strong CRM skills to track your activity

• Someone who can build genuine relationships, not just transactional ones
• Self-starter who doesn't need daily direction but knows when to ask for help
• Curiosity about our product, our market, and how financial advisors actually work
• Collaborative spirit—you'll be working across teams, not in a sales silo
• Comfort with transparency (we share pipeline metrics, discuss what's working, and learn from what isn't)
• Appreciation for consultative selling that prioritizes client fit over quick closes

• Competitive base salary plus commission structure (OKR-based performance measurement)
• 20 days…