Remote Account Executive

Job Summary

To support a growing marketing agency in the financial services niche, the part-time Remote Account Executive will manage warm strategy calls with pre-qualified buyers, consultatively sell services, and collaborate on building the sales playbook.

Key responsibilities

• Taking 5-10 warm strategy calls per week with pre-qualified buyers
• Consultative selling to financial advisors and firm owners
• Building out the sales playbook alongside the founder, including objection libraries and CRM workflows

Required qualifications

• 3+ years of B2B closing experience in retainers, coaching, consulting, or financial services
• A documented close rate of 25% or higher on warm leads
• Experience with consultative sales to sophisticated buyers
• Proven track record of earning $150k or more in performance-based compensation
• A builder mindset with experience shaping sales processes at previous companies