SMB Account Executive (Fintech)

TL;DR

SMB Account Executive (Fintech): Converting inbound leads and product trials into paying customers for financial automation software with an accent on prospect qualification, customer pain-point discovery, and deal prioritization. Focus on managing high-volume sales cycles, making 60+ outbound calls per day, and closing multiple opportunities while maintaining accurate CRM data.

Location: Remote within the United States; compensation varies by geographic zone. Applicants must already have authorization to work in the United States; visa sponsorship is not available.

Salary: $86,800–$104,200 USD in Zone 3, $91,900–$110,300 USD in Zone 2, or $102,100–$122,500 USD in Zone 1.

Company

Financial technology product company building tools that automate business spending, expenses, and other financial processes.

What you will do

• Prospect, qualify, and convert inbound leads and product trials into paying customers.
• Identify customer pain points, build rapport, create urgency, and close new business.
• Prioritize and manage a high-volume book of business with multiple concurrent deals.
• Make 60+ outbound calls per day and maintain consistent sales activity.
• Update CRM records and manage opportunities throughout short sales cycles.
• Use feedback and new approaches to improve sales performance and customer conversion.

Requirements

• Bachelor’s degree preferred or equivalent professional experience.
• At least one year of closing experience preferred.
• Strong written, verbal communication, presentation, and time-management skills.
• Organized, process-oriented, adaptable, motivated, and goal-oriented approach.
• Ability to multitask and operate effectively in a fast-paced, high-volume sales environment.
• Familiarity with CRM systems and accurate data management.

Culture & Benefits

• Remote-eligible position with collaboration across distributed offices.
• Medical, dental, and vision plans with HMO, PPO, and HDHP options.
• HSA and FSA accounts, life insurance, and long- and short-term disability coverage.
• 11+ observed holidays, wellness days, and flexible paid time off.
• 401(k), employee stock purchase program, wellness initiatives, and employee assistance program.