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.