Account Executive (Fintech)

Do you thrive in a fast-paced environment where innovation meets results? Are you passionate about helping businesses reach their full potential?

As a trailblazing SaaS company in the field service industry, we're at the forefront of change, driving success in one of today's most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with tools to streamline scheduling, dispatching, invoicing, and customer communication all in one place.

We’re looking for talented individuals who are excited to join our mission of making field service a breeze.

Who are you?

As a Fintech Account Executive, you will manage the full sales cycle for Workiz Financial Services products across both existing customers and new prospects. You’ll act as a trusted consultant to business owners, helping them identify the right financial solutions for their business needs.

This role is ideal for someone who thrives in consultative sales, enjoys building relationships with SMB customers, and is excited about embedded fintech and payments technology.

Responsibilities

As a Fintech Account Executive, you will:

• Drive adoption and revenue growth for Workiz Financial Services products
• Manage the full sales cycle from discovery and demos through negotiation and close
• Consult with customers to understand their business needs and recommend tailored fintech solutions
• Build and manage a pipeline through outbound outreach, inbound opportunities, and expansion within our existing customer base
• Partner cross-functionally with onboarding, customer success, and account management teams to ensure a smooth customer experience
• Become a subject matter expert on Workiz’s fintech offerings and value proposition
• Maintain accurate pipeline and forecasting activity within CRM systems
• Share customer feedback and market insights with internal product and leadership teams
• Consistently achieve and exceed monthly sales targets

Minimum Qualifications:

• 2+ years of experience in SaaS, fintech, payments, or SMB sales
• Proven track record of meeting or exceeding sales goals
• Strong consultative selling and relationship-building skills
• Excellent written and verbal communication skills
• Ability to manage multiple opportunities and priorities in a fast-paced environment
• Highly motivated, adaptable, and eager to learn

Bonus Points:

• Experience selling payment processing, lending, or other fintech solutions
• Experience working with SMB customers
• Familiarity with HubSpot, Salesforce, or similar CRM platforms
• Experience leveraging AI tools to improve productivity, prospecting, or customer engagement

Compensation and Benefits

• Market-level compensation based on experience $85,000 - $95,000 On-Target Earnings. 
• Comprehensive benefits package featuring employee stock options, Medical, Dental, and Vision coverage options, and up to a 4% match on 401k contributions. 
• Sick Leave: 5 days per year
• Vacation Leave: 14 days per year plus 2 Floating Holidays to use each year

This is a hybrid role working Tues, Wed, and Thurs in our San Diego office and Mon and Fri working remotely. Open to candidates in the San Diego area.

Inclusivity Statement

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.

Why Join Workiz?

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities. 

Why You’ll Love Being a Workizer:

Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!

Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.

Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.

Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.

We take our work seriously, but we know how to let loose and celebrate our wins!

Perks

Fuel Up & Unwind: We keep our kitchen stocked with top-notch coffee and a variety of snacks to energize your day. 

Four-Legged Friends Welcome: Bring your furry co-pilot to work and join our pack of friendly pups. 

Bonding Beyond Desks: We believe in building strong teams, both inside and outside the office with regular happy hours, catered lunches and holiday parties!

Inclusivity Statement

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.