Senior Account Executive (Fintech)

TL;DR

Senior Account Executive (Fintech): Driving revenue growth by qualifying and closing sales within the Accounting and Wealth Management sectors with an accent on consultative selling and complex pipeline management. Focus on building long-term strategies, conducting high-volume demos, and solving client workflow challenges through financial automation tools.

Location: Must be based in the United States

Salary: $203,600 – $286,700 USD (depending on geographic zone)

Company

A rapidly growing financial automation company dedicated to simplifying and streamlining business financial processes.

What you will do

• Achieve monthly revenue goals by qualifying and closing sales for accounting and wealth management firms.
• Identify and understand client process bottlenecks to align them with company financial automation solutions.
• Conduct professional sales presentations and product demos via web conferencing.
• Plan and execute long-term sales strategies tailored to client roles and organizational structures.
• Maintain accurate account and opportunity information within internal CRM systems.
• Consult with clients on industry best practices and emerging trends in financial technology.

Requirements

• Must be based in the United States
• 5+ years of software or SaaS inside sales experience.
• Proven track record of quota attainment in high-volume, high-velocity environments.
• Technical proficiency with SaaS applications and ability to translate technical features into business concepts.
• Strong communication skills with experience presenting to CPAs, bookkeepers, or banking professionals.
• Capability to resolve complex client problems creatively while maintaining a professional presence.

Nice to have

• Industry knowledge of accounting firms and experience in channel selling.
• Prior experience in the fintech sector.

Culture & Benefits

• Comprehensive 100% paid employee health, dental, and vision plans.
• 401(k) retirement plan with company matching.
• Flexible spending and health savings accounts (FSA/HSA).
• Generous paid time off, holidays, and wellness days.
• Employee stock purchase program with discounts.
• Ongoing wellness initiatives and employee recognition programs.