обновлено 3 дня назад
Account Executive, SMB (Fintech)
150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Executive, SMB (Fintech): Selling equity management and compliance software to early-stage companies with an accent on high-velocity prospecting, deal management, and consistent quota attainment. Focus on closing 20–25 deals per month, maintaining accurate CRM pipelines, and using Claude Code and AI workflow automation to improve sales efficiency.
Location: New York City, New York, United States
Salary: $150,000 OTE annually in New York City, including salary and commission.
Company
provides software, services, and legal infrastructure for managing equity, private capital, fund administration, reporting, and transactions.
What you will do
- Sell 's equity management and compliance platform to early-stage companies, typically Series A and earlier.
- Develop sales strategies and plans to consistently achieve quota.
- Prospect, qualify, and build a high-volume pipeline of SMB clients.
- Manage fast-paced sales cycles and close 20–25 deals or contracts per month.
- Handle objections, prepare pricing proposals, negotiate contracts, and finalize sales agreements.
- Capture customer insights and maintain accurate interaction and deal records in Salesforce and Terret.
Requirements
- Strong quota orientation, competitive drive, pipeline discipline, resilience, and accountability.
- Ability to learn and use modern sales systems, including Salesforce, Terret, Chorus, and Pitchbook.
- Clear, concise communication and a proactive approach to reporting blockers.
- Interest in startups, founders, cap tables, equity, and solving customer problems.
- Comfort using AI for prospecting, coaching, client communications, data organization, and workflow automation.
- Previous mentoring or team-scaling leadership is not required; the role focuses on individual-contributor execution.
Nice to have
- Experience with Claude Code, prompt engineering, and AI-enabled workflow automation.
- Prior knowledge of fintech, equity administration, cap tables, CTC, QSBS, or equity advisory.
Culture & Benefits
- Training in fintech and equity administration fundamentals, the MEDDIC qualification framework, CRM systems, and SMB territory knowledge.
- Equity is provided for all full-time roles.
- Competitive benefits and commission plans.
- Coaching and support are provided during onboarding and ramp-up.
- Employment authorization is verified through E-Verify in the United States.
Hiring process
- The interview process is designed to provide a positive and accessible candidate experience.
- Accommodation support is available for candidates with disabilities or medical conditions.
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