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11 дней назад

Growth Account Executive (Fintech)

Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Growth Account Executive (Fintech): Driving advisor activation from registration to five managed-asset clients through high-value onboarding, structured meetings, outbound engagement, and commercial negotiations with an accent on consultative selling and pipeline ownership. Focus on creating urgency with Challenger and SPIN methodologies, accelerating 90–120-day adoption, and closing committed-asset upsell opportunities.

Location: New York, New York, United States; hybrid in-office Tuesday through Thursday, work from home Monday and Friday

Compensation: $125,000–$175,000 OTE

Company

hirify.global is a fintech company providing a software platform that helps financial advisors manage clients’ 401(k) and other retirement plan accounts through personalized strategies.

What you will do

  • Guide new advisors through onboarding and help them reach five clients with managed assets on the platform.
  • Lead structured meetings and asynchronous calls that drive immediate advisor activity.
  • Create urgency and constructive tension using Challenger and SPIN sales methodologies.
  • Own and manage a named pipeline of advisors and advisor teams across different firm segments.
  • Track activation milestones and spend approximately 25% of working time on outbound engagement.
  • Identify, negotiate, and close committed-asset upsell opportunities from the SMB customer pipeline.

Requirements

  • 3+ years of experience in consultative or solutions selling, business development, or external relationship building.
  • Proven success as an individual contributor in sales.
  • Strong verbal and written communication skills, including the ability to lead challenging conversations and influence decision-makers.
  • Basic understanding of financial services, RIA and broker-dealer models, retirement plans, and 401(k) accounts.
  • High-energy, proactive approach focused on service quality and commercial outcomes.
  • Ability to work in a hybrid schedule in New York, with office attendance Tuesday through Thursday.

Nice to have

  • Familiarity with Challenger or SPIN selling methodologies.

Culture & Benefits

  • Collaborative, collegial work environment with frequent team events.
  • Equity grant participation for new hires.
  • Comprehensive health insurance with multiple plan options.
  • 401(k) with employer match and access to a retirement advisor.
  • Paid parental leave, family-planning reimbursement, professional development support, stocked kitchen, and lunch reimbursement.
  • Five weeks per year of work-from-anywhere flexibility.

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