Account Executive

Posted Yesterday
Hiring Remotely in United States
Remote
Junior
Software
The Role
As an Account Executive at Questis, the role involves seeking out and engaging prospective customers, managing relationships to close sales, and meeting acquisition goals. The candidate will promote Questis’s products, utilize CRM systems to track progress, and stay aware of industry trends.
Summary Generated by Built In

Who we are

Questis is a complete personal finance solution for businesses that transforms employees’ relationships with money. We are on a mission to change how people think about money, empower them to take control of their financial situation, and implement real, sustainable behavior change. Our innovative experience meets people at their paycheck with solid behavioral science, personalized, predictive planning, and real-person coaching. 

We are a small, agile company, so everyone wears many hats. As we find better ways to provide value to our prospects and customers, we quickly and regularly learn new skills. We are constantly adapting, growing, and improving. We are dedicated to cultivating an inclusive and diverse workplace and encourage all to apply. Check us out at questis.co.

The Role

Questis is looking for a motivated sales professional to join our successful sales team. This person will actively seek out and engage prospective customers as well as handle inbound leads. The ideal candidate is results-driven, hungry for customer acquisition, eager to grow in their sales career, and passionate about contributing to top-line revenue growth. 

Responsibilities:

  • Demonstrate, promote, and sell Questis’s products and services - Strategically present functionality and key value propositions to prospective customers.
  • Find new prospects through both inbound and self-sourced leads
  • Develop and foster relationships - Maintain close communications with prospects to close sales and promote customer retention.
  • Sell through internal champions to multiple stakeholders, as well as directly to the C-suite.
  • Meet and exceed targets - Achieve monthly and quarterly individual and team goals for new customer acquisition.
  • Track progress and results - Record prospect interactions and track goal attainment in CRM system.
  • Research and understand target market - Stay abreast of industry trends, best practices, and Questis’s overall market opportunity.

Requirements:

  • 1-2 years of experience selling a product or service
  • Experience in complex selling environment
  • Bachelor’s degree or equivalent
  • Excellent ability to manage and build relationships
  • Demonstrated ability to meet and exceed acquisition goals
  • Advanced skills in communicating, selling, and negotiating
  • Unrelenting drive to understand and meet prospective customer needs
  • Familiarity with CRM systems and Microsoft Office Suite

What’s In It For You?

  • Competitive salary
  • Flexible PTO
  • Fast-growing environment with opportunity for career development
  • Health, vision, and dental insurance
  • 401(k) match
  • New Macbook
  • Financial Wellness + Personal Financial Coaching
  • Paid Parental Leave
  • Flexibility for Work/Life Balance
  • Close-Knit Team with Cross-Function Communication and Involvement

More about us

We believe that diversity of experience, perspective, and background will lead to a better work environment for our team and better technology for our business. We encourage anyone interested and similarly inspired to join us, and be a part of our mission to change the way people manage their financial wellness and, subsequently, live their best lives. We have a great collaborative, entrepreneurial team that is passionate about what they do. If you want to join a team that is changing peoples’ lives for the better, then we’d love to hear from you. Learn more about us at questis.co.

We are committed to Equal Employment Opportunity regardless of your race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability, or previous disability.


This is a remote position.

The Company
New York City, New York
14 Employees
On-site Workplace
Year Founded: 2014

What We Do

Questis provides employees with tools, resources, and education to help them manage their finances effectively. We cover the spectrum of topics, including budgeting, debt management, saving for retirement, and understanding employee benefits. By offering personalized advice and strategies, Questis empowers employees to take control of their financial situation, reduce anxiety, and build confidence in their future

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