Account Executive - Treasury

Posted Yesterday
Be an Early Applicant
Charlotte, NC
Hybrid
Mid level
Fintech • Software • Financial Services • App development
DebtBook provides debt, lease, and subscription management software for finance professionals.
The Role
The Account Executive will increase revenue by selling treasury products, manage the sales cycle, and collaborate with teams. Requires 4-8 years in sales and excellent communication skills.
Summary Generated by Built In

WHO WE ARE:

DebtBook is an industry-leading fintech software platform that revolutionizes the way local government, higher education, and healthcare finance teams work. Our powerful, cloud-based software helps these organizations manage all aspects of their debt, cash, leases, and subscriptions, streamline financial reporting, and share information simply with others. We are passionate about modernizing treasury management and simplifying accounting compliance in the public sector,  allowing organizations to break through operational barriers to unlock strategic insights.

WHAT YOU’LL DO:

The Account Executive will be responsible for driving new business and revenue growth by selling our treasury products to our target markets. The ideal candidate has a strong background in treasury sales and thrives in a fast-paced, high-growth environment. This role requires a professional who is results-oriented, understands the unique challenges and opportunities of a start-up, and is skilled at building and managing a robust sales pipeline.

Key Responsibilities:

  • Develop and execute a strategic sales plan to achieve and exceed sales targets.
  • Prospect, qualify, and close new business opportunities within the treasury sector.
  • Effectively articulate the value proposition of DebtBook’s products to key decision-makers.
  • Manage the full sales cycle from initial contact to contract negotiation and closing.
  • Collaborate with internal teams, including product and marketing, to provide market feedback and contribute to product development.
  • Maintain accurate records of sales activities and metrics in our CRM system.
  • Continuously stay informed about industry trends, market changes, and competitor activities.

Qualifications:

  • 4-8 years of experience in sales, specifically selling treasury products or to the treasury department.
  • 1 year of experience working in a start-up or consulting environment. The candidate must demonstrate an understanding of ambiguity and the ability to thrive in a fast-paced, rapidly evolving work environment.
  • Proven track record of meeting and exceeding sales quotas.
  • Ability to articulate their sales numbers and demonstrate their ability to track and analyze key performance metrics.
  • Excellent verbal and written communication skills with the ability to present complex information clearly and concisely.
  • Strong negotiation and problem-solving skills.
  • Ability to work independently as well as collaboratively within a team.

OUR “GOAT” VALUES:

GROW Continuously

  • We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
  • We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
  • We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

  • We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
  • We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take. 
  • As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
  • We follow through on our decisions and commitments with action.

ABOVE & Beyond 

  • We create moments of magic, surprising and delighting our customers at every touchpoint.
  • We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
  • We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

  • There is no task needed at DebtBook that is beneath any of us.
  • We work hard to be the teammate others want on their team.
  • We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY DEBTBOOK:

DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:

  • Competitive salaries plus equity (stock options) for all employees;
  • Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match; 
  • Flexible work schedules and generous leave policies (including unlimited PTO);
  • Professional development opportunities and tuition reimbursement;
  • Family and wellness perks;
  • In-person social events;
  • Stipends for remote workers to set up their ideal work space;
  • Top-of-the-line equipment,  and a newly furnished office.

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.

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The Company
HQ: Charlotte, NC
120 Employees
Year Founded: 2019

What We Do

Based in Charlotte, DebtBook helps finance teams in local government, higher education, and healthcare manage their debt, leases, and subscriptions in the cloud, driving efficiency, collaboration, transparency, and informed decision-making within their organizations. Built by the industry and for the industry, DebtBook enables organizations to easily implement new accounting standards, such as GASB 87 and GASB 96, and maintain ongoing compliance.

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