Account Executive

Job Summary

To support a growing marketing agency in the financial services sector, the part-time remote Account Executive will manage warm strategy calls, consult with financial advisors, and help build the sales function from the ground up.

Key responsibilities

• Conduct 5-10 warm strategy calls per week with pre-qualified buyers
• Engage in consultative selling to financial advisors and firm owners
• Collaborate with the founder to develop the sales playbook, including objection libraries and CRM workflows

Required qualifications

• 3+ years of B2B closing experience in retainers, coaching, consulting, or financial services
• Documented close rate of 25%+ on warm leads
• Proven track record of performance-based compensation exceeding $150k/year
• Experience in shaping sales processes rather than just executing existing playbooks
• US-based with availability during US business hours