About the Role:
We’re looking for a high-performing Account Executive who thrives in a consultative sales environment. You’ll be responsible for managing inbound and outbound leads, running discovery calls and product demos, and closing deals with SMBs looking for smarter financial tools. This is a quota-carrying role with a clear growth path.
What You’ll Do:
Own the full sales cycle: discovery, demos, negotiation, and close
Engage with qualified inbound leads and outbound prospects
Understand client needs and tailor solutions to fit their financial workflows
Collaborate with SDRs, Marketing, and Onboarding to drive conversions
Maintain detailed records in HubSpot (or similar CRM)
Consistently meet or exceed monthly and quarterly revenue targets
Provide feedback to product and marketing teams based on prospect insights
You’re a Great Fit If You:
Have 2–4 years of experience in SaaS sales (or B2B sales with a SaaS model)
Are confident running discovery calls and product demos over Zoom
Excel at building relationships and guiding prospects through a buying decision
Communicate clearly and with empathy—written and verbal
Are organized, self-motivated, and thrive in a fast-paced, remote environment
Know how to manage your pipeline and forecast accurately
Bonus Points:
Experience selling to finance teams, founders, or SMB decision-makers
Familiarity with accounting or fintech SaaS products
Experience using tools like HubSpot, Salesforce, Loom, Slack
Why You’ll Love Working Here:
100% remote
Health, dental, vision benefits (if US-based)
Transparent leadership and a supportive team culture
Work Environment:
- Remote
- All your information will be kept confidential according to EEO guidelines.