Sales Account Executive (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Sales Account Executive (Fintech): Driving revenue growth by identifying, qualifying, and closing new business opportunities for a tax optimization platform with an accent on consultative selling to high-net-worth individuals and business owners. Focus on owning the full sales cycle, articulating complex tax strategies, and collaborating cross-functionally to ensure a seamless client onboarding experience.
Location: Must be based in the United States
Company
is a fintech company simplifying tax optimization and financial wellness for high-income individuals, founders, and investors.
What you will do
- Prospect, qualify, and close new business through both inbound and outbound efforts.
- Manage the full sales cycle from initial discovery to proposal and final close.
- Consult with prospects to understand financial and tax goals and present tailored solutions.
- Maintain and manage a robust pipeline within CRM tools like HubSpot or Salesforce.
- Collaborate with tax advisory, Marketing, and Customer Success teams to optimize handoffs.
- Create educational content and success stories to position the brand as a leader in financial strategy.
Requirements
- Must hold a CPA certification.
- 2-5 years of full-cycle sales experience in fintech, financial services, or SaaS.
- Proven track record of consistently meeting or exceeding sales quotas.
- Strong consultative selling skills with the ability to articulate value to complex client needs.
- Exceptional communication skills and experience with CRM tools.
- Must be authorized to work and currently based in the United States.
Nice to have
- Background in tax, accounting, or wealth management.
- Experience in high-growth startup environments.
Culture & Benefits
- Fast-paced, growth-stage environment where you can shape the future of finance.
- Opportunity to influence brand presence and thought leadership.
- Collaborative environment with cross-functional exposure to tax and marketing experts.
- Focus on professional impact and high-value financial problem solving.
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