Account Executive

Job Summary

To support a growing financial planning platform, the full-time remote Account Executive will manage the full sales cycle, build a pipeline of opportunities, and collaborate with internal teams to drive sales strategy and execution.

Key responsibilities

• Manage and own the full sales cycle from prospecting to contract negotiations
• Build and maintain a pipeline of high-quality opportunities through outbound territory development and marketing collaboration
• Conduct presentations to C-level executives and perform strategic sales planning for accurate business forecasting

Required qualifications

• 4-12 years of successful selling experience to medium to large-sized customers
• Experience selling SaaS solutions, particularly to hyper-growth organizations
• Consultative selling skills with the ability to navigate complex environments
• Expertise in value-based selling methodologies and tools like Salesforce
• Track record of exceeding sales quotas and expanding accounts