Account Executive

About the Role:
We’re looking for a high-performing Account Executive who thrives in a consultative sales environment. You’ll be responsible for managing inbound and outbound leads, running discovery calls and product demos, and closing deals with SMBs looking for smarter financial tools. This is a quota-carrying role with a clear growth path.

What You’ll Do:

• Own the full sales cycle: discovery, demos, negotiation, and close

• Engage with qualified inbound leads and outbound prospects

• Understand client needs and tailor solutions to fit their financial workflows

• Collaborate with SDRs, Marketing, and Onboarding to drive conversions

• Maintain detailed records in HubSpot (or similar CRM)

• Consistently meet or exceed monthly and quarterly revenue targets

• Provide feedback to product and marketing teams based on prospect insights