Account Executive

About the role

You're an experienced sales professional with a consultative, value-based approach and are highly comfortable on video. Connecting with small business owners across industries comes naturally, and you genuinely enjoy building rapport and trust. You’ve also run high-velocity pipelines, often moving from first call to close in under seven days.

You have a strong ability to translate complex business and financial concepts into clear, accurate, and compelling conversations. Thriving in fast-paced sales cycles, you’re comfortable juggling multiple requests while staying focused on driving toward solutions for your prospects. No two calls are ever the same, and that’s exactly what you love.

• Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join.

• Provide value and guidance to prospective members based on their unique business attributes and financial needs.

• Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up. This includes calling, SMS, and email touchpoints.

• Partner with Marketing and Enablement on outbound targeting and cold outreach.

• Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (Setting client expectations, driving an amazing member experience)

• Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies.

• Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.).

• 2-3+ years experience at a Fin Tech company (or related SaaS experience), Client Acquisition, and Business Development Experience.

• Consistent track record of overachieving sales quotas and targets. You’re really competitive and consistently need to be at the top of your team.

• High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner

• Empathic understanding of the challenges of being a small business owner.

• Excellent verbal and written communication skills via phone, SMS, email, and video.

• Exceptional organizational skills, data-centric approach, and attention to detail.

• Proven ability to launch successful outreach or other prospecting campaigns.

• Remote-Friendly Environment: Flexibility to work from home while staying connected to the team

• Health & Wellness: $200 quarterly reimbursement to support your well-being

• Time Off: Flexible PTO plus 14 company holidays

• Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents

• Parental Leave: 16 weeks fully paid

• Retirement & Ownership
  : 401k plan plus an equity package

• Team Connection: Quarterly virtual events and an annual in-person summit

• Compensation Range: $80,000 + uncapped commission