Account Executive

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.