Description
Flexi Software is seeking a driven and relationship focused Account Executive to own new business development within the insurance and financial services markets. This role is a hybrid working environment and in-office time is 2-3 days per week. This is a high impact, high ownership role for a seller who thrives in complex, consultative deal cycles and wants to work at a company where winning deals actually matters.
You will carry a focused book of named accounts, manage a full sales cycle and work closely with solutions, marketing, and executive leadership to build a repeatable pipeline in a market Flexi is purpose built to serve.
About Flexi
Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering cloud based and on-premise software tailored for organizations with complex accounting requirements.
We serve insurance carriers, banks, credit unions, and financial services firms. Flexi is known for its depth of functionality, multi-entity architecture, and the kind of customer support that creates long term clients.
Roles and Responsibilities
- Own a named territory where you will build and manage a pipeline of qualified opportunities from first contact through closed-won
- Execute a disciplined, multi touch prospecting motion across cold outreach, referrals, industry events, and inbound lead follow-up
- Lead discovery conversations with CFOs, Controllers, and finance operations leaders to uncover accounting pain, business fit, and competitive landscape
- Partner with the solutions team to design and deliver compelling, customer-specific product demonstrations
- Manage deal progression through a structured sales process (MEDDPICC or equivalent); maintain accurate and up-to-date Salesforce hygiene throughout
- Drive contract and pricing negotiations through close, working with legal and leadership on MSAs and SOWs as needed
- Collaborate with marketing on campaign feedback, content needs, and event strategy for the insurance vertical
- Represent Flexi at industry conferences
- Provide accurate monthly and quarterly pipeline forecasting to sales leadership
Requirements
- 3+ years of full-cycle B2B software sales experience, with a consistent record of quota attainment
- Experience selling into finance or accounting buyers (CFO, Controller, VP Finance) required
- Background in ERP, accounting software, or financial technology strongly preferred; insurance industry experience is a significant plus
- Demonstrated ability to manage 3 to 6 month deal cycles with multiple stakeholders and technical evaluation components
- Proficiency in Salesforce CRM; disciplined in pipeline management and forecasting
- Strong discovery and qualification skills; comfortable holding the room in executive level conversations
- Ability to self source pipeline through prospecting, networking, and referrals, not just inbound lead follow-up
- Familiarity with MEDDPICC or a comparable structured sales methodology is a plus
Personal Characteristics
- High ownership mentality: you treat your territory like a business and take personal accountability for results
- Relentlessly curious about your buyers; you do the research, understand the pain, and come to every meeting prepared
- Competitive and motivated by winning, but collaborative and low-ego with teammates and internal partners
- Comfortable operating with ambiguity in a growing company where process is still being built, not handed to you
- Organized and methodical: you know what is in your pipeline, where each deal stands, and what the next step is
- Genuine interest in the insurance and financial services market; you want to become a subject matter expert, not just a quota carrier
- Positive communicator who builds trust with buyers and internal stakeholders alike
- Positive attitude and sense of humor; we work hard and like the people we work with
Flexi provides excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan.
Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive criminal background check.
No phone calls, please. Principals Only.
Drug-free workplace. M/F/V/H EEO
Skills Required
- 3+ years of full-cycle B2B software sales experience with consistent quota attainment
- Experience selling into finance or accounting buyers (CFO, Controller, VP Finance)
- Background in ERP, accounting software, or financial technology
- Demonstrated ability to manage 3 to 6 month deal cycles with multiple stakeholders and technical evaluations
- Proficiency in Salesforce CRM; disciplined pipeline management and forecasting
- Strong discovery and qualification skills; comfortable in executive-level conversations
- Ability to self-source pipeline through prospecting, networking, and referrals
- Familiarity with MEDDPICC or comparable structured sales methodology
- Willingness to work hybrid (in-office 2-3 days per week)
- Ability to pass a criminal background check
What We Do
Flexi Software is a trusted provider of enterprise-grade accounting and financial management software designed for highly regulated industries. With over three decades of experience, its cloud-based platform helps banks, credit unions, and insurance companies streamline complex accounting workflows, ensure compliance, and gain real-time financial insights. The company's modular suite offers tools for general ledger, accounts payable, and reporting to improve efficiency and reduce risk.
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