Account Executive

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San Francisco, CA, USA
In-Office
150K-250K Annually
Mid level
Artificial Intelligence • Fintech • Legal Tech • Professional Services
The Role
Own full-cycle sales to acquire families and partners for an estate-settlement fintech product. Prospect, build and manage pipeline, educate clients through sensitive processes, close deals, and partner with product and operations to improve customer journey using data to optimize performance.
Summary Generated by Built In

About Alix
Alix is transforming estate settlement—reducing a 900-hour, 18-month process into a seamless, automated experience. Backed by a $20M Series A, we’re unlocking the largest wealth transfer in U.S. history ($100T).

The Role
As an Account Executive, you’ll own the full sales cycle, helping families and partners adopt a product with clear, immediate value. You’ll play a key role in scaling revenue during a period of rapid growth.

What You’ll Do

  • Own full-cycle sales from prospecting to close

  • Educate and guide customers through a complex, emotional process

  • Build and manage a high-quality pipeline

  • Partner with product and operations to improve the customer journey

  • Use data to optimize performance and conversion

Who You Are

  • Proven closing experience (fintech, financial advisory, banking, or similar preferred)

  • Highly empathetic communicator, comfortable navigating sensitive conversations

  • Thrives in fast-paced, early-stage environments

  • Data-driven and results-oriented

Why Alix

  • Strong product-market fit solving a real problem

  • $20M Series A + 10x growth trajectory

  • Massive market opportunity ($100T wealth transfer)

Learn More

  • $20M Series A Announcement

  • Video Announcement from the Co-Founders

Leadership

  • Alexandra Mysoor – CEO & Co-Founder

  • Hugh Tamassia – COO & Co-Founder

  • Morgan Mackles – Head of Sales

Skills Required

  • Proven closing experience
  • Experience in fintech, financial advisory, banking, or similar
  • Highly empathetic communicator, comfortable navigating sensitive conversations
  • Thrives in fast-paced, early-stage environments
  • Data-driven and results-oriented

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The Company
72 Employees
Year Founded: 2022

What We Do

Alix is an AI-powered estate settlement platform that automates the complex work of discovering, securing, and settling a decedent's assets. The company simplifies the probate process, manages asset recovery, debt negotiation, and tax preparation, providing professional guidance to help families navigate the legal and financial responsibilities that arise after a loss through an automated wealth transfer solution.

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