Ai Fintech Disruptor!- New Enterprise Ae Roles – Series A Equity - $150K Base, Double Ote -Remote – Est And Cst Only

ScoutLab.io represents this Private Equity backed FinTech firm, that is rapidly disrupting the K-1 financial industry by transforming and digitizing the investor experience.

About the company

This 60-employee, Series A firm ($15 million in funding) is revolutionizing the K-1 investment space. Creating an AI-driven technology that rapidly streamlines the K-1 production process for Producers, Recipients, and Tax-Exempt Organizations, we are now a trusted partner of over 6000 organizations.

The goal of our firm is to help a traditional legacy industry (with legacy technology) transform from a PDF-based process to an all-digital experience with our pioneering AI-driven software.

In a world of investments that demand lower cost, less complexity, and greater control, our firm has the AI technology to help transform your business. From Institutional Investors, accounting firms, and higher education, to wealth management firms, private foundations, health systems, and all points in between. We have the technology to replace yesterday’s cumbersome analog processes with a digital solution that will give you back your most important commodity: your time.

About the role

*Enterprise AE role, working from your home office. Fully remote but MUST live in the Eastern

or Central time zone.

*$150k base salary, and double OTE.

*6+ years of SaaS experience, with a minimum of 2 in Enterprise sales selling FinTech.

*MUST have experience selling in the tax ecosystem.

* Ability to navigate conversations around value, over features and functions.

* Possess a technical aptitude to position the benefits of our products

Official

Who We Are:

Our technology is used by the nation’s largest institutional investors, funds, and accounting firms, by bringing long- established solutions that are creating an all-digital K-1 experience. Our goal is to transform the K-1 industry by moving a traditionally PDF based-process to an all-digital experience via our software solutions. Join us at the start of something exciting!

Your Role:

As an Enterprise Account Executive, you are responsible for engaging with our largest prospective and current customers. In this position you manage a book of current customers and look to expand with new customers within your territory. On a regular basis you will be responsible for consulting with VPs and C-Level Executives in the Financial Services Industry to help them solve their business challenges.

Your Responsibilities:

• Closing Enterprise-level Deals

o Become an expert in the platform and services offering

o Develop a strong understanding of key differentiators and the competitive landscape

o Build relationships and sell consultatively to VP and C-Level within targeted Financial Services accounts

o Bring in $1.2M+ of New Revenue in the year

o Act as a leader in our team selling environment. Enterprise Sales is a team sport and each team needs a leader. You’ll be expected to liaise well with members across departments

o Consistently manage pipeline data and info, sales activity and ability to accurately forecast

• Conferences, Events and Partnerships Support

o Engage with marketing and events team members to achieve goals outlined above • Enterprise Sales Strategy

o Strategically drive complex transactions involving multiple executive level budget holders and decision makers to closure

o Engage in diligent prospecting by working with your SDR to develop a territory plan that ensures everyone in your region knows your name and how you can help them

o Help the organization understand how to better move upstream

Who You Are:

· Intelligent with a technical aptitude to position the benefits of our products

· Strong background, or a willingness to quickly learn, the ins and outs of the financial

services and tax preparation and management industries

· Strategic mindset to drive and execute complex enterprise sales processes

· Proven success selling complex B2B SaaS solutions to C-level executives

o Selling into Financial Services a plus

· Ability to navigate conversations around value, over features and functions

· 5+ years’ experience in SaaS sales

· Consultative sales style with the ability to thrive in a rapidly changing environment.

· Extraordinary commitment to accurately tracking all customer engagement and activity

through the use of HubSpot.

· Strong project management and negotiation skills

· Extreme comfort as a self-starter

It's Truly a Match If You Have:

· 3+ years’ experience in Enterprise Sales

· Previous experience carrying and exceeded quotas of $1M+ (consistent earnings over-

achievement in past roles)

· Consistent track record of success, closing complex and technical sales in highly

competitive. markets

Benefits and Perks:

· Unlimited PTO

· Fully Remote Opportunity

· Benefits/401K

· Growing Startup Culture