Sales Executive (Fintech)

TL;DR

Sales Executive (Fintech): Driving net new sales growth for tax compliance solutions within the partner ecosystem with an accent on consultative selling and relationship management. Focus on identifying opportunities, managing complex sales cycles, and leveraging AI-driven workflows to achieve revenue targets.

Location: Must be based in the United States

Salary: $95,940 – $159,665 annually (base pay range varies by state)

Company

A billion-dollar cloud compliance platform defining the relationship between tax and technology through innovative, AI-first solutions.

What you will do

• Identify and qualify sales opportunities through lead follow-up, partner relationships, and direct prospecting.
• Manage the full sales process from initial qualification and product demonstration to negotiation and closing.
• Develop and maintain strong relationships with partners and third parties to expand market reach.
• Maintain deep knowledge of tax compliance solutions, competitive offerings, and relevant business issues.
• Document daily activities in Salesforce and provide accurate revenue forecasts to management.
• Apply AI tools and workflows to improve efficiency and drive results in daily business challenges.

Requirements

• Must be based in the United States
• 5+ years of successful B2B sales experience with a focus on acquiring new customers.
• Proven track record of achieving assigned sales quotas.
• Experience handling high-velocity and complex selling situations.
• Consultative, solution-based sales methodology.
• Experience with financial/accounting applications, hosted software, or the banking/financial services industry.
• Knowledge of ERP, E-Commerce, or Billing/POS solutions.

Culture & Benefits

• Competitive compensation package including base salary and sales incentives.
• Comprehensive health and wellness benefits including private medical, life, and disability insurance.
• Generous paid time off and paid parental leave.
• Inclusive culture with 8 employee-run resource groups and strong leadership support.
• AI-first environment with opportunities to grow and share best practices.