Job description

Who We Are: At Formations, we're on a mission to empower the self-employed through every stage of their journey. Based in Seattle, we're a tech-forward startup that's revolutionizing financial management for independent professionals. We understand that running your own business is challenging enough without the added complexity of taxes, accounting, and financial planning. That's why we've created a solution that not only simplifies these processes but also unlocks significant financial benefits for our clients. What We Do: Formations offers a groundbreaking AI-powered platform that transforms how self-employed professionals manage their finances, from entity formation and structure, to accounting, to tax management. On average, our thousands of customers save $14,801 per year by working with us. By combining cutting-edge technology with expert financial guidance, Formations empowers self-employed professionals to focus on what they do best – growing their business – while we handle the complexities of financial management and optimization. We're seeking a Sales Executive to join our dynamic team and help bring these transformative solutions to more independent professionals across the United States. This role will be based in our Seattle area office. Responsibilities : • Prospect and qualify new sales opportunities • Conduct a high volume of outbound calls and emails to prospective clients • Present products and services to individuals and groups via online meeting tools • Utilize CRM systems to manage sales pipeline • Close opportunities and execute on contracts • Build rapport with customers through friendly, engaging communication • Meet and exceed established weekly and monthly sales goals • Help refine our go-to-market plans through constant feedback to the team • Collaborate with sales team to assist in evolving our repeatable sales playbook Qualifications : • Bachelor’s degree in Business, Marketing, Communication, or related field • 2+ years of sales experience (full cycle sales preferred) • Background in selling to a self-employed industry (real estate agents, insurance agents, freelancers, etc) is a plus • FinTech background is a plus • Strong verbal and written communication skills • Excellent interpersonal skills • Highly self-motivated and target driven • Flexible attitude $100-150K OTE ;Base + Uncapped Commission About Formations Corp Founded in 2019, Formations Corp is a FinTech startup based in Kirkland, WA. We're on a mission to help self-employed individuals maximize their financial and personal well-being. Self-employed owners start their businesses to focus on their clients and their impact, not to spend half their days pouring over their books and stressing about taxes. Formations wants to give our customers the time and peace of mind to do what they do best – and to help them earn the most for it. This means we do all the back-of-the-house financial work to maximize our customers’ business health and compliance, tax savings, retirement benefits, and peace of mind. This full-time position offers a competitive base salary and and full benefits package: • We go above and beyond in our commitment to our staff's health, well-being, and happiness by also offering flexible paid time away from work • We pay up to 100% of employee premiums for medical, dental, and vision plans. • Generous parental leave • Life insurance • 401K plan including employer matching. Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions. • Equity- Formations offer every EE to be an owner. As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years • Formations encourages employees to give back with paid volunteer time of up to 16 hours a year. • Adopting a flexible-hybrid approach means that there isn't a one-size-fits-all solution but rather a highly adjustable and personal model that can take various shapes and forms • Positive and collaborative culture • Opportunity to influence the shape of the company Formations Corp is an equal opportunity employer.

Requirements

Must-haves

Prospect and qualify new sales opportunities
Conduct a high volume of outbound calls and emails to prospective clients
Present products and services to individuals and groups via online meeting tools
Utilize CRM systems to manage sales pipeline
Close opportunities and execute on contracts
Build rapport with customers through friendly, engaging communication
Meet and exceed established weekly and monthly sales goals
Help refine our go-to-market plans through constant feedback to the team
Collaborate with sales team to assist in evolving our repeatable sales playbook
Bachelor’s degree in Business, Marketing, Communication, or related field
Strong verbal and written communication skills
Excellent interpersonal skills
Highly self-motivated and target driven
Flexible attitude
$100-150K OTE ;Base + Uncapped Commission

Nice-to-haves

2+ years of sales experience (full cycle sales preferred)
Background in selling to a self-employed industry (real estate agents, insurance agents, freelancers, etc) is a plus
FinTech background is a plus

Application prep

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Keywords to mirror

aigo

Platform: jazzhr
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Parental Leave