Lead Account Executive & Sales Manager

Origin is reimagining wealth management by making it accessible and affordable to all.

Today, money is the #1 source of stress - more than jobs, health, and relationships combined. That stress is exacerbated in the current economic environment, which is presenting people with once-in-a-generation financial challenges. Origin is tackling this problem head on by expanding access to financial planning for those who have historically been boxed out due to high barriers to entry.

Our product simplifies finances for individuals making it easy to manage spend and investments, get expert advice, and take action to hit financial goals.

We are a fast-paced startup in the series B round, led by repeat founders and backed by leading VC firms like Founders Fund, Felicis, and General Catalyst.

THE ROLE Mission

Origin is looking for a hands-on Lead AE & Sales Manager to drive both pipeline generation and deal execution. You’ll be the sole AE (for now) while managing our SDR function through the SDR Team Lead. This is a high-impact role that requires balancing strategic thinking with execution—refining playbooks, improving deal progression, and ensuring we hit sales targets.

Responsibilities Own Pipeline Generation & Quota Execution

• Drive pipeline generation strategy, ensuring SDRs source 20-30% of total pipeline.
• Own AE quota performance, ensuring deals progress through the pipeline efficiently.
• Optimize the end-to-end sales process, refining playbooks, qualification frameworks, and outbound execution.
• Diagnose pipeline gaps and implement corrective actions to increase conversion rates.

Refine & Improve SDR & Sales Playbooks

• Develop, implement, and refine Sales Playbooks and Account Plans to improve deal conversion.
• Optimize multi-threading, outreach sequences, and qualification strategies.
• Ensure alignment between SDR prospecting and AE deal execution.

Coach & Lead the SDR Function

• Manage a high-performing SDR team while ensuring seamless SDR-to-AE handoff.
• Provide structured coaching, call reviews, and real-time deal support.

Drive Data-Driven Execution

• Own pipeline reporting, forecasting, and deal inspection to track performance.
• Establish conversion benchmarks from activity → SQOs → Closed Deals and refine as needed.
• Maintain Salesforce accuracy to provide full visibility into deal progress and next steps.

Must Have

• 3+ years of experience as an SDR (or equivalent in outbound sales, pipeline generation, or prospecting).
• 3-5 years of Enterprise AE experience, selling complex, multi-stakeholder deals in the 6-7 figure range.
• Proven success in multi-threading and prospecting into executive buyers (HR, Finance, Total Rewards, Procurement).
• Strong track record in building, refining, and executing sales playbooks.
• Deep understanding of outbound prospecting, pipeline inspection, and deal conversion.
• Proven ability to coach SDRs and AEs to improve sales execution.
• Proficiency in Salesforce, sales engagement tools (Outreach, Salesloft, etc.), and data analysis.

Nice-to-Have

• Experience managing SDRs & AEs at a Series A/B startup or fast-scaling SaaS company.
• Familiarity with B2B fintech or financial services sales.
• Experience working cross-functionally with Marketing, Partnerships, and Rev Ops.

What success looks like

• SDR-sourced pipeline consistently meets or exceeds 20-30% target.
• AE team meets or exceeds quota
• Sales playbooks and outbound processes are continuously refined to improve conversion rates.
• Data-driven decision-making improves pipeline efficiency and forecasting accuracy.

Career Growth and Development

This role offers a clear path to a senior leadership position as we scale. You'll shape the foundation of our go-to-market strategy, and future AE hires will build on your playbooks and processes. Whether you want to grow into a formal leadership role or stay in a high-impact IC, this role is built to flex with your goals.

Eligibility Requirements

• Candidates must be legally authorized to work in the United States or Canada.
• Origin does not sponsor visas.

WHAT WE OFFER

• Meaningful equity package
• Retirement 401k for USA-based Originals

Healthcare and wellness programs:

• Wellness stipend
• Mental wellness program
• Unlimited access to financial planning
• Life…