Account Executive (SaaS Fintech)

About the role

Puzzle.io is looking for a high‑performing Account Executive to drive a high‑volume sales process for its AI‑powered accounting platform. You will work remotely from anywhere in the US or Canada, helping startups and SMBs gain real‑time financial insights.

Key responsibilities

• Own and manage a high‑velocity sales funnel, moving leads and trial users through each stage.
• Execute the full sales cycle—from prospecting and qualification to closing and handoff to Customer Success.
• Engage customers, understand their pain points, and articulate Puzzle.io’s value proposition.
• Maintain detailed records in the CRM, analyze metrics, and report on performance.
• Collaborate with product, growth marketing, customer success, and partnership teams to align revenue initiatives.

Required profile

• 2+ years of SaaS sales experience, preferably in fintech or accounting.
• Proven track record of meeting or exceeding quota in a high‑velocity, transactional environment.
• Comfortable making 40+ calls per day and conducting demos via phone or video.
• Process‑oriented with a focus on repeatable results.
• Strong communication and objection‑handling skills.
• Basic knowledge of accounting or bookkeeping is strongly preferred.

Required skills

• CRM