Account Executive

Posted Yesterday
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Hiring Remotely in United States
Remote
80K-160K Annually
Mid level
Fintech • Software
The Role
Manage a high-velocity sales pipeline, conduct video discovery, qualify and convert small-business prospects, execute outbound prospecting, collaborate with marketing and member services, and report on conversion and lead metrics to meet quota.
Summary Generated by Built In

About the role:

You’re an experienced sales professional with a consultative, value-based approach and are highly comfortable on video. Connecting with small business owners across industries comes naturally, and you genuinely enjoy building rapport and trust. You’ve also run high-velocity pipelines, often moving from first call to close in under seven days.

You have a strong ability to translate complex business and financial concepts into clear, accurate, and compelling conversations. Thriving in fast-paced sales cycles, you’re comfortable juggling multiple requests while staying focused on driving toward solutions for your prospects. No two calls are ever the same, and that’s exactly what you love.

Compensation for this role includes an $80k base salary with $160k OTE and uncapped commission potential.

What you'll do: 

  • Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join.

  • Provide value and guidance to prospective members based on their unique business attributes and financial needs.

  • Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up. This includes calling, SMS, and email touchpoints.

  • Partner with Marketing and Enablement on outbound targeting and cold outreach.

  • Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (Setting client expectations, driving an amazing member experience)

  • Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies. 

  • Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.).

What you'll bring:

  • 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience.

  • Consistent track record of overachieving sales quotas and targets. You’re really competitive and consistently need to be at the top of your team.

  • High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner

  • Empathic understanding of the challenges of being a small business owner.

  • Excellent verbal and written communication skills via phone, SMS, email, and video.

  • Exceptional organizational skills, data-centric approach, and attention to detail.

  • Proven ability to launch successful outreach or other prospecting campaigns.

What we offer:

  • Remote-Friendly Environment: Flexibility to work from home while staying connected to the team

  • Health & Wellness: $200 quarterly reimbursement to support your well-being 

  • Time Off: Flexible PTO plus 14 company holidays

  • Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents

  • Parental Leave: 16 weeks fully paid

  • Retirement & Ownership: 401k plan plus an equity package

  • Team Connection: Quarterly virtual events and an annual in-person summit

#LI-Remote

Skills Required

  • 2-3+ years experience in FinTech or related SaaS, client acquisition, or business development
  • Proven track record of consistently overachieving sales quotas and targets
  • Consultative, value-based selling experience and ability to close quickly (often under seven days)
  • Excellent verbal and written communication skills via phone, SMS, email, and video
  • Comfortable conducting video discovery and building rapport with small business owners
  • Strong ability to translate complex business and financial concepts into clear, compelling conversations
  • Exceptional organizational skills, data-centric approach, and attention to detail
  • Proven ability to design and launch successful outreach or prospecting campaigns
Am I A Good Fit?
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The Company
HQ: San Francisco, CA
229 Employees
Year Founded: 2020

What We Do

Collective is on a mission to redefine the way Businesses-of-One work. Collective is the first online concierge financial platform designed to give self-employed people the technology and team they need so they can focus on their passion, not their paperwork. Collective handles company formation, taxes, accounting, bookkeeping, and more.

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