Account Executive

About FMSI 

FMSI (Financial Management Software, Inc.) builds RelationshipOS, a platform used by community banks and credit unions to manage appointments, lobby and branch operations, staff scheduling, and performance analytics — helping financial institutions deepen member and customer relationships. FMSI is in the midst of a deliberate, well-resourced reinvention: a modernized product architecture, a rebuilt go-to-market motion, and a renewed focus on the outcomes the platform delivers for the institutions it serves. 

The Opportunity 

We're hiring a hunter — an Account Executive who owns the entire new-logo sales cycle end to end: sourcing your own pipeline, running outbound outreach, delivering the demo, and closing the deal. This is a foundational sales hire on a small, high-accountability GTM team. There is no SDR handing you qualified leads — you'll build your own pipeline from a well-defined addressable market of community banks and credit unions, then carry each opportunity yourself from first touch to signed contract, working closely with the leadership team to build a repeatable, scalable engine in a market the business has served for years but is now actively re-entering with sharper positioning and a stronger product story. 

What You'll Do 

• Source and build your own pipeline of qualified prospects within the target market of community banks and credit unions — through outbound prospecting, referrals, network, and self-directed research; this role does not rely on inbound leads or an SDR function. 

• Run a consultative, value-based sales process that ties platform capabilities directly to institution-level outcomes: member experience, branch efficiency, and staff productivity. 

• Own outbound prospecting personally — cold calling, emailing, LinkedIn outreach, and other channels — to generate and qualify new opportunities against a defined target account list, without dependency on marketing-generated leads. 

• Build and maintain a healthy, accurately forecasted pipeline in CRM, with disciplined stage hygiene and next-step ownership on every opportunity. 

• Develop and continuously refine your own outbound prospecting playbook — messaging, cadence, and targeting — informed by GTM leadership's positioning but executed independently against your book of target accounts. 

• Deliver compelling product demonstrations tailored to the specific priorities of bank and credit union decision-makers (retail banking leaders, branch operations, IT/vendor management). 

• Negotiate contract terms and pricing in coordination with the General Manager, balancing new-business growth with margin and retention objectives. 

• Represent the company at industry events, conferences, and webinars as needed to build pipeline and market presence. 

• Provide structured feedback from the field to Product and Marketing on competitive positioning, objections, and unmet needs in the market. 

What Success Looks Like 

In the first 12 months, a successful Account Executive will have personally sourced and built a qualified pipeline sufficient to consistently meet or exceed an assigned new-ARR quota, established a repeatable and forecastable outbound-to-close process, and become a trusted advisor to prospects navigating their branch technology decisions — closing new-logo business while laying the foundation for a scalable, hunter-led AE function at FMSI. 

What You Bring 

• 3+ years of full-cycle B2B SaaS sales experience in a self-sourcing "hunter" capacity, with a track record of consistently meeting or exceeding quota built substantially on self-generated pipeline; Enterprise-level SaaS sales experience strongly preferred. 

• Experience selling into financial institutions (community banks, credit unions) or another regulated, relationship-driven vertical is a strong plus. 

• Demonstrated ability to run a consultative sales process — diagnosing a prospect's operational pain points and building a business case, not just presenting features. 

• Comfort working in a lean, fast-moving environment where you'll help shape process rather than simply follow one. 

• Genuine enjoyment of prospecting — comfortable picking up the phone, writing cold outreach, and grinding out a pipeline from zero rather than waiting on leads to arrive. 

• Strong written and verbal communication skills; ability to present confidently to bank and credit union executives. 

• Working knowledge of CRM discipline and forecasting rigor. 

• Self-directed and coachable — comfortable with high autonomy and high accountability in equal measure. 

Compensation & Benefits 

• Competitive base salary with uncapped commission plan tied to new ARR and expansion bookings. 

• Total on-target earnings (OTE) commensurate with experience and structured to reward over-achievement. 

• Health, dental, and vision coverage. 

• Fully remote, with periodic travel for in-person team and customer meetings. 

• The opportunity to shape the sales function of a company in the middle of a deliberate, well-resourced strategic reinvention.