Account Executive (Fintech)

TL;DR

Account Executive (Fintech): Driving outbound sales efforts for SMB financial automation solutions with an accent on prospecting, pipeline generation, and closing net new business. Focus on identifying customer pain points, managing high-volume outreach, and partnering with finance leaders to deliver impactful automation tools.

Location: Must be based in San Jose, CA or Draper, UT

Compensation: $85,100 – $120,000 USD (based on location)

Company

A financial automation platform empowering businesses to replace outdated processes with innovative, smart digital tools.

What you will do

• Execute high-volume outbound prospecting to source net new business.
• Identify and address critical pain points for SMB owners and finance leaders.
• Manage a full sales cycle from initial contact through to closing.
• Maintain a high-quality pipeline using industry-standard sales stack tools.
• Collaborate cross-functionally with implementation and customer success teams.

Requirements

• Minimum 1 year of sales experience in a B2B or SaaS environment.
• Proven history of quota attainment and top-tier performance.
• Experience with high-volume outbound calls (75+ per day).
• Proficiency with sales tools such as Salesforce, Outreach, ZoomInfo, or Tableau.
• Ability to communicate effectively with CFOs, Controllers, and VPs of Finance.
• Must be authorized to work in the United States.

Nice to have

• Experience in a customer support role within a tech company.
• Previous recognition or awards such as President’s Club.

Culture & Benefits

• 100% paid employee medical, dental, and vision plans.
• 401(k) retirement plan with company contributions.
• Flexible time off and 11+ observed holidays.
• Employee Stock Purchase Program and wellness initiatives.
• Inclusive, purpose-driven team culture valuing diverse perspectives.