Account Executive

Posted Yesterday
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Hiring Remotely in US
Remote
Senior level
Fintech • Software • Automation
The Role
Drive new B2B software business within an assigned territory by prospecting, building pipeline, conducting consultative demos, managing multi-stakeholder opportunities, forecasting, and closing contracts. Maintain accurate Salesforce records, use sales technology to improve performance, and share market insights with sales and marketing teams. The role involves approximately 90% selling activities and up to 20% travel.
Summary Generated by Built In

Account Executive 

onPhase | Full-Time | 20% Travel

Why This Role

Are you a driven, consultative seller who thrives on winning new business? onPhase is looking for an Account Executive to bring our finance and operations software to organizations who need it most. You'll spend the majority of your time doing what you do best: building pipeline, running compelling demos, and closing deals, backed by a collaborative sales and marketing team and a modern tech stack that sets you up to win.

If you're energized by prospecting, love a consultative sales process, and want to sell a product you can genuinely stand behind, we want to talk to you.

What You'll Do

  • Drive new business. Proactively identify, pursue, and close new customer opportunities within your assigned territory.
  • Own the full sales cycle. Qualify opportunities, build and manage your pipeline, forecast accurately, and guide prospects through to signed contracts.
  • Sell with confidence. Master onPhase's messaging and value proposition so you can clearly articulate ROI to prospects and decision-makers.
  • Run great meetings. Deliver consultative, insight-driven conversations using our product demos and pitch decks to show prospects real business value.
  • Be a trusted advisor. Build relationships across multiple stakeholders, uncover buyer motivations, and become the go-to resource for your accounts.
  • Keep it clean. Maintain strong Salesforce records accurate, up-to-date lead, account, contact, and opportunity data to support reliable forecasting.
  • Leverage your tools. Use Gong, 6sense, Sales Navigator, Outreach, and Zoom to work smarter and stay ahead of the competition.
  • Share what you know. Act as a market insight partner to your sales and marketing teammates, helping shape strategy with what you're hearing in the field.

Time Split: ~90% prospecting, selling, and closing | ~10% administrative

What You Bring

  • 5–8 years of above-quota B2B software sales experience
  • A needs-based, consultative selling style; you listen first, then sell
  • Proven ability to navigate complex, multi-stakeholder deals
  • Track record of segmenting, targeting, and penetrating key accounts
  • Strong, persuasive presentation and public speaking skills
  • Hands-on proficiency with Salesforce, Outreach, Sales Navigator, Gong, Zoom, and Microsoft Office
  • Self-motivated, disciplined, and accountable to your numbers
  • Adaptable, creative, and a genuine team player
  • SaaS sales experience strongly preferred
  • Experience selling into finance teams is a big plus

Why onPhase

  • Join a collaborative, high-performing sales and marketing organization where your insight shapes strategy
  • Sell a product with a clear, demonstrable ROI story
  • Access to a best-in-class sales tech stack (Gong, 6sense, Sales Navigator, Outreach) to help you perform at your best
  • A defined territory and the resources to build it 
  • Reasonable travel (up to 20%) 

Ready to bring your consultative selling skills to a role where they'll really move the needle? Apply today to join onPhase as our next Account Executive.

Equal Opportunity

onPhase is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Skills Required

  • 5-8 years of above-quota B2B software sales experience
  • Needs-based, consultative selling experience
  • Experience navigating complex, multi-stakeholder deals
  • Experience segmenting, targeting, and penetrating key accounts
  • Strong persuasive presentation and public speaking skills
  • Proficiency with Salesforce, Outreach, Sales Navigator, Gong, Zoom, and Microsoft Office
  • SaaS sales experience
  • Experience selling into finance teams
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The Company
HQ: Tampa, FL
120 Employees
Year Founded: 2000

What We Do

DocuPhase provides a suite of enterprise automation software focused on finance and back-office operations. Its tools help organizations capture, code, approve, and pay invoices; automate vendor and consumer payments; manage financial documents; and build forms and workflows. It also offers intelligent data capture using OCR and AI-driven insights to identify bottlenecks and anomalies. The software is designed to improve accuracy, compliance, and efficiency for finance teams.

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