Account Executive, Growth

Position Overview

In this role, you'll 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 who are dedicated to supporting your success. Please note that this posting is part of our proactive talent pipeline efforts. Although the role is not currently open, if your background aligns with our needs we may reach out for future opportunities.

Key Responsibilities

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

Required Qualifications

• 1+ years of experience in SAAS products, preferably to 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 ability to conduct customer meetings—from discovery to presentation and close—with actionable outcomes at all organizational levels
• 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 modern sales tools and methodologies, with a proven track record of collaborating with internal teams to drive additional value for 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: Embrace ownership, growth mindset, respectful candor, playmaking, and deep diving into experiences to create the best outcomes for colleagues and clients.
• Health Benefits: Comprehensive medical, dental, and vision insurance premiums covered with various plan options and flexible personal & sick days.
• Retirement Planning: 401(k) plan available to help you plan for your future.
• Learning & Development: Annual education budget and a comprehensive L&D program.
• Wellness Support: Monthly reimbursements for expenses such as home internet, meals, and wellness memberships/equipment.
• Team Connection: Virtual team-building activities and socials to maintain strong relationships and team success.
• Compensation: Base salary range of $80,000 - $90,000 USD with additional commission based on sales targets. Individual pay is determined by factors including geographical location, experience, knowledge, skills, and abilities.