Associate Account Executive (Fintech)

TL;DR

Associate Account Executive (Fintech): Driving outbound pipeline creation and qualifying discovery meetings for mid-market and enterprise accounts with an accent on strategic prospecting and AE partnership. Focus on executing multichannel outreach, conducting early-stage discovery, and improving SAO to SQO conversion rates.

Location: Hybrid (Dallas, TX)

Company

A leader in AI-powered travel and expense solutions helping organizations modernize financial operations and optimize spend.

What you will do

• Drive outbound pipeline via cold calling, email, and multichannel outreach within a defined Ideal Customer Profile.
• Generate Sales Accepted Opportunities (SAOs) and book qualified discovery meetings for Mid-Market and Enterprise Account Executives.
• Conduct early-stage discovery to capture business context and improve opportunity quality.
• Partner closely with AEs to facilitate cleaner handoffs and improve conversion rates.
• Maintain accurate activity, contact, and opportunity data within Salesforce.
• Provide feedback on messaging and targeting effectiveness to the Sales and Marketing teams.

Requirements

• 2+ years of experience in a Sales Development Representative (SDR/BDR) role.
• Proven track record of generating pipeline through cold calling and outbound prospecting.
• Strong phone presence and ability to lead effective discovery conversations.
• Familiarity with Salesforce and sales engagement tools like SalesLoft, LinkedIn Navigator, or ZoomInfo.
• Must be able to work in a hybrid setup in Dallas, TX.
• Bachelor’s degree preferred.

Nice to have

• Experience supporting Mid-Market and/or Enterprise sales motions.

Culture & Benefits

• Competitive compensation package.
• Flexible work environment.
• Inclusive and collaborative company culture.
• Opportunity to work with a high-growth team and AI-powered financial technology.