Account Executive

About the role

You will be a consultative sales professional focused on small‑business owners, delivering value‑based conversations via video and driving rapid sales cycles.

Key responsibilities

• Conduct video discovery calls with prospects, qualify them and secure membership commitments.
• Provide tailored guidance based on each prospect’s business and financial needs.
• Own and nurture a pipeline of self‑generated and pre‑qualified leads through calls, SMS and email.
• Collaborate with Marketing and Enablement on outbound targeting and cold outreach.
• Partner with Marketing and Member Services on cross‑functional projects to ensure an exceptional member experience.
• Develop and execute new outbound prospecting, pipeline management and networking strategies.
• Prepare weekly reports on conversion, feedback and lead sources.

Required profile

• 2‑3+ years experience in FinTech or SaaS client acquisition and business development.
• Consistent record of exceeding sales quotas and a competitive mindset.
• High emotional intelligence, empathy for small‑business challenges and a self‑starter attitude.
• Excellent verbal and written communication via phone, SMS, email and video.
• Strong organizational, data‑centric and detail‑oriented approach.
• Proven ability to launch successful outreach or prospecting campaigns.

What we offer

• Remote‑friendly environment with flexibility to work from home.
• $200 quarterly health and wellness reimbursement.
• Flexible PTO plus 14 company holidays.
• 100% medical, dental and vision coverage for employees; 75% for dependents.
• 16 weeks fully paid parental leave.
• 401(k) plan and equity package.
• Quarterly virtual events and an annual in‑person summit.