Account Executive

Job Summary

To engage high-intent investors, the full-time Account Executive will manage discovery and onboarding calls, educate potential clients on real estate investment opportunities, and convert qualified conversations into funded accounts while working in a hybrid office environment in New York, NY.

Key responsibilities

• Run scheduled discovery and onboarding calls with inbound investors
• Educate prospective investors on mogul's offerings and their fit within broader portfolio strategies
• Manage a full pipeline in the CRM, ensuring accurate follow-ups and forecasting

Required qualifications

• 2-5 years of full-cycle sales experience, preferably in fintech, wealth management, or real estate
• Proven track record of exceeding sales quotas in an inbound or hybrid sales environment
• Genuine fluency or deep curiosity about real estate and personal finance
• Strong pipeline management skills and experience using CRM systems effectively
• Comfort with ambiguity and a fast-paced startup environment