Account Executive — Fintech Jobs

Conduct product and value proposition demonstrations to a broad audience of decision-makers including senior management for potential new customers

Be the internal “Voice of the Customer” to help us evolve our product offering and sales strategy

Fast-paced - You work quickly and can manage dozens of opportunities at a time.

Experienced selling contact center or digital customer service products.

Lead efforts for identifying opportunities and drive revenue by signing new clients to Posh products to credit unions and banks.

Lead all sales pitches and product demos helping potential clients describe their pain points and connect how Posh solves them.

3-5 years of Executive Assistant Experience at a fast-paced firm. Prior experience supporting multiple executives is preferred.

Proficiency in PowerPoint, Word, and Excel with intermediate level abilities to produce complex reports and Keynote/PowerPoint presentations.

Great sense of humor, authentic and personable, team player with independent producer abilities

Ability to work collaboratively and manage multiple projects simultaneously

Entrepreneurial spirit, a natural curiosity about investments, tech, and finance and an unwavering commitment to innovation and progress

Maintain open communication with all teams, making sure the Founder is well-informed of all company happenings and critical briefings.

Develop deep knowledge of our existing Fintech customers and identify growth opportunities

Manage pipeline and accurately forecast deal value and win probability

Significant experience (6+ years of quota-carrying experience) in a new-revenue role.

Identify potential customers and run the end-to-end sales process within our Fintech segment

Build and maintain relationships within Fintech customers, from executives to product teams and developers; be viewed as a subject matter expert

Strong track record of closing complex, high-value deals with specific expertise selling to Fintech companies

Develop deep knowledge of our existing Fintech customers and identify growth opportunities

Manage pipeline and accurately forecast deal value and win probability

Significant experience (6+ years of quota-carrying experience) in a new-revenue role.

Identify potential customers and run the end-to-end sales process within our Fintech segment

Build and maintain relationships within Fintech customers, from executives to product teams and developers; be viewed as a subject matter expert

Strong track record of closing complex, high-value deals with specific expertise selling to Fintech companies

Benefits: Health, dental, vision, 401K w. matching, disability, and flex PTO

You have 8 + years of enterprise software sales experience (FinTech, lease or accounting software a plus)

You have experience closing $100K + deal sizes and managing a complex sales cycle with multiple C-level stakeholders

Manage the entire enterprise sales process from lead to close.

Demonstrate a strong work ethic, team collaboration skills, and leadership potential.

Title: Senior Enterprise Account Executive

$90,000 - $120,000 annually, depending on experience, plus benefits.

Minimum of 3 – 4 years of prior experience as an Executive Assistant

Excellent organizational skills and follow-through

Excellent written and verbal communication skills

Experience with productivity apps including Notion, Slack, and Linear is a plus.

Taking detailed notes during meetings

Knowledge of the fintech industry and how startups are using technology to enhance financial services and processes for end customers

Owning a portfolio of customers made up of companies changing the way millions of consumers interact with financial services

Leading key partnership initiatives such as executive business reviews, ongoing check-ins, and escalations as needed

Developing expertise in your customers’ businesses to ensure they’re maximizing the value they get from their partnership with Plaid

Solving complex customers challenges through creative problem solving and collaboration with cross-functional teams

Managing successful and consistent renewals, as well as identifying and executing on new growth, upsell/cross-sell, and expansion opportunities with customers

6+ years of experience selling a b2b enterprise offering

2+ years of experience selling a SaaS model offering

4+ years of experience selling in a role that is majority new business-focused

A bachelor’s degree, majoring in finance or technology is ideal; an advanced degree is a plus

Meet prospective clients at conferences, industry trade shows, and their offices to advance opportunity pursuits

Lead the entire sales cycle while building consensus within an account to facilitate a net new sale

Develop deep knowledge of our existing Fintech customers and identify growth opportunities

Manage pipeline and accurately forecast deal value and win probability

Significant experience (6+ years of quota-carrying experience) in a new-revenue role.

Identify potential customers and run the end-to-end sales process within our Fintech segment

Build and maintain relationships within Fintech customers, from executives to product teams and developers; be viewed as a subject matter expert

Strong track record of closing complex, high-value deals with specific expertise selling to Fintech companies