Job description

We are seeking a driven, strategic, and results-oriented Account Executive to join our Sales team. This individual will be responsible for identifying, pursuing, and closing net new business opportunities. As an Account Executive, you will be instrumental in expanding our customer base by developing relationships with prospective clients and effectively communicating the value of Fintech’s solutions. Your success will be measured by your ability to consistently meet or exceed new business revenue goals. Essential Functions: New Business Development: • Proactively identify and target prospective customers within key industry verticals. • Develop and manage a robust pipeline of qualified leads through outbound prospecting, marketing-generated leads, referrals, and industry events. • Conduct discovery calls and product presentations to uncover customer needs and align Fintech solutions. Sales Execution: • Own the full sales cycle from prospecting to closing, including lead qualification, proposal development, contract negotiation, and onboarding handoff. • Consistently meet or exceed quarterly and annual new customer acquisition goals. • Maintain accurate records of prospect interactions and pipeline activity using CRM tools. Market and Prospect Intelligence: • Stay informed on industry trends, market conditions, and competitive landscape to identify high-potential opportunities. • Conduct research to understand prospect business models, decision-making structures, and strategic initiatives. Collaboration and Handoff: • Collaborate with internal teams including Marketing, Sales Enablement, Customer Success, and Product to ensure prospects receive a world-class experience. • Coordinate with implementation and account management teams to ensure a smooth transition and strong start for new customers. • Provide clear documentation and expectations to internal stakeholders post-sale. Reporting and Communication: • Provide regular pipeline updates, forecasts, and business insights to management. • Track key performance indicators related to outreach, conversion rates, sales velocity, and deal size. • Elevate market and product feedback to internal stakeholders to influence go-to-market strategies. Qualifications: • Associate’s Degree • Strong relationship-building skills required • Sales experience preferred, preferably in retail industry • Excellent communication skills – both verbal and written • Ability to interact with prospects and current customers in a professional and friendly manner • Must be able to explain technical instructions in a user-friendly manner • Ability to interact and communicate with internal staff in a timely and effective manner. • Proficient in various software applications (Word, Excel, PowerPoint, Outlook) • Experience with a customer relationship management (CRM) software application (SalesForce preferred but not required) • Ability to perform online presentations and demos • Comfortable speaking in public forums • Detail-oriented with excellent organizational skills • Excellent follow-up skills • Proven ability to work independently as well as part of a team • Some travel required

Requirements

Must-haves

Proactively identify and target prospective customers within key industry verticals.
Develop and manage a robust pipeline of qualified leads through outbound prospecting, marketing-generated leads, referrals, and industry events.
Conduct discovery calls and product presentations to uncover customer needs and align Fintech solutions.
Own the full sales cycle from prospecting to closing, including lead qualification, proposal development, contract negotiation, and onboarding handoff.
Consistently meet or exceed quarterly and annual new customer acquisition goals.
Maintain accurate records of prospect interactions and pipeline activity using CRM tools.
Stay informed on industry trends, market conditions, and competitive landscape to identify high-potential opportunities.
Conduct research to understand prospect business models, decision-making structures, and strategic initiatives.
Collaborate with internal teams including Marketing, Sales Enablement, Customer Success, and Product to ensure prospects receive a world-class experience.
Coordinate with implementation and account management teams to ensure a smooth transition and strong start for new customers.
Provide clear documentation and expectations to internal stakeholders post-sale.
Provide regular pipeline updates, forecasts, and business insights to management.
Track key performance indicators related to outreach, conversion rates, sales velocity, and deal size.
Elevate market and product feedback to internal stakeholders to influence go-to-market strategies.
Associate’s Degree
Strong relationship-building skills required
Excellent communication skills – both verbal and written
Ability to interact with prospects and current customers in a professional and friendly manner
Must be able to explain technical instructions in a user-friendly manner
Ability to interact and communicate with internal staff in a timely and effective manner.
Proficient in various software applications (Word, Excel, PowerPoint, Outlook)
Ability to perform online presentations and demos

Nice-to-haves

Sales experience preferred, preferably in retail industry
Experience with a customer relationship management (CRM) software application (SalesForce preferred but not required)

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: ukg
Effort: medium