Lead Account Executive

Position Overview

Lead Account Executive position in Location: Boston, San Francisco, Toronto. Salary: USD $150,000 to $170,000. Our client is a leading start-up in money management backed by some of the top VC firms.

Key Responsibilities

• Drive pipeline generation strategy, ensuring SDRs source 20-30% of total pipeline.
• Own AE quota performance, ensuring deals progress through the pipeline efficiently.
• Optimize the end-to-end sales process, refining playbooks, qualification frameworks, and outbound execution.
• Diagnose pipeline gaps and implement corrective actions to increase conversion rates.
• Develop, implement, and refine Sales Playbooks and Account Plans to improve deal conversion.
• Optimize multi-threading, outreach sequences, and qualification strategies.
• Ensure alignment between SDR prospecting and AE deal execution.
• Manage a high-performing SDR team while ensuring seamless SDR-to-AE handoff.
• Provide structured coaching, call reviews, and real-time deal support.
• Own pipeline reporting, forecasting, and deal inspection to track performance.
• Establish conversion benchmarks from activity → SQOs → Closed Deals and refine as needed.
• Maintain Salesforce accuracy to provide full visibility into deal progress and next steps.

Required Qualifications

• 3 - 5 years of experience as an Enterprise AE selling complex, multi-stakeholder deals in the 6-7 figure range
• Security Clearance Required: No
• Visa Candidate Considered: No
• Seniority Level - Mid-Senior
• Management Experience Required - No
• Education: Some College
• Willingness to Travel - Occasionally

Benefits & Perks

• Schedule: Full-time
• Benefits: Full
• Relocation Assistance Available - No
• Commission Compensation - No
• Bonus Eligible - Yes
• Overtime Eligible - No
• Interview Travel Reimbursed - No