Account Executive (Fintech)

TL;DR

Account Executive (Fintech): Driving new, upsell, and cross-sell sales of accounting software for small and medium-sized firms in the US market with an accent on lead generation and outbound prospecting. Focus on establishing relationships with sole proprietors, qualifying inbound leads, and closing new business to expand the US market presence.

Location: Remote (Must reside and be eligible to work in the US, preferably on the East coast). Time zone: North American (EST, MT, PST)

Company

A leading global fintech company specializing in audit and accounting software for over 30 years, serving over 500,000 users worldwide.

What you will do

• Generate leads within defined territories using prospecting solutions like ZoomInfo and LinkedIn.
• Create and execute email campaigns using sales and marketing assets.
• Qualify inbound and outbound leads via calls and emails to introduce the product suite.
• Establish key relationships with decision-makers within sole practitioners and small firms.
• Provide high-level solution overviews and value guidance to maximize revenue opportunities.
• Meet and exceed monthly and quarterly revenue targets through consistent prospecting and closing.

Requirements

• 1+ years of experience in tech sales, ideally within SaaS.
• Must reside and be eligible to work in the US.
• Proficiency with CRM software (e.g., Salesforce, HubSpot) and prospecting tools (ZoomInfo, LinkedIn Nav).
• Foundational understanding of accounting and financial processes and technologies.
• Bachelor's degree in sales, business management, accounting, finance, or a related field.
• Strong verbal and written communication, presentation, and listening skills.

Nice to have

• Prior work experience in the audit and accounting technology industry.

Culture & Benefits

• Collaborative and inclusive culture that values ideas and knowledge sharing.
• Flexible work options and remote opportunities to ensure work-life balance.
• Competitive compensation package including salary and comprehensive benefits.
• Generous time-off policies.
• Performance bonuses and recognition programs for exceeding goals.
• Opportunity to collaborate with a diverse, global team on international projects.