Account Executive, Growth

Position Overview

In this role, you will be responsible for building and closing a pipeline of net new accounts and existing customers within our Private Capital CRM business (the Growth Segment). Reporting directly to the Sr. Sales Manager, you will join a seasoned team of talented professionals and leaders dedicated to supporting your success.
Salary: $80,000 - $90,000 USD Base. Additional commission based on sales targets may apply.

Key Responsibilities

• Review, qualify, and follow up on daily inbound leads.
• Present to prospects and challenge their thinking about how they can optimize their teams and processes to drive better business outcomes.
• Close deals with prospects to grow the company and accelerate your personal growth and income.
• Collaborate with the customer success team to identify and drive expansion revenue within the install base.
• Manage your pipeline closely to drive accurate sales forecasts and exceed your quota.
• Drive consistent outbound activity to generate sufficient pipeline coverage.
• Receive coaching from your Sales Manager and team members to support your professional growth and improve performance.

Required Qualifications

• 1+ years of experience in SAAS products, preferably with financial services companies such as VC, CVC, and PE.
• Consistent over quota performance.
• Ability to manage and qualify inbound leads while developing and executing an outbound prospecting plan.
• Proven capability to conduct customer meetings from discovery through presentation and closure at all levels of an organization.
• Knowledge and practical application of MEDDPICC and solution selling methodologies.
• Strong technical acumen to confidently discuss our full solution, including custom API integrations, data enrichment, and reporting.
• Solid understanding of various CRM solutions and utilization of modern sales tools and methodologies.
• Proven track record of successfully partnering with internal teams to drive additional value for both prospects and existing customers.

Preferred Qualifications

• Experience working at a startup or high-growth company.
• Strong understanding of the financial services industry.

Benefits & Perks

• We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and dive deep into experiences to create the best outcomes for our colleagues and clients.
• Health Benefits: We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP, and HMO options (in CA), and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer a 401(k) plan to help you plan for your future.
• Learning & Development: We provide an annual education budget and a comprehensive learning and development program.
• Wellness Support: We reimburse monthly for items such as home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
• Team Connection: Virtual team-building activities and socials to keep our team connected.