Account Executive

Puzzle is redefining how companies navigate their financials. We've built cutting-edge accounting software that empowers accountants and the founders they serve with real-time, comprehensive financial insights. Our platform drafts books in real-time with AI accuracy reviews, integrates natively with modern tools like Stripe, Ramp, Mercury, and Gusto, and goes beyond traditional accounting to deliver AI-powered insights, variance analysis, and trends. Built for accounting firms, startups, and SMBs- we're on a mission to give businesses the tools they need to make informed financial decisions and drive success.

In order to help us accomplish this we're seeking a talented, high-performing Account Executive based in the San Francisco Bay Area to join our growing sales team. This is a unique opportunity to combine the best of both worlds: driving a high-volume, efficient sales process while tapping into the vibrant SF startup ecosystem through events and strategic partnerships. You'll be building relationships at industry gatherings, connecting with founders where they are, and turning those conversations into qualified pipeline.

This is your opportunity to join a well-funded startup led by accomplished founders as we embark on this exciting journey.

Sales Execution: Own and manage a high velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel.

End-to-End Sales Ownership: Manage the full sales cycle—from prospecting, to qualification, to close—ensuring a seamless customer journey and handoff to Customer Success.

Event-Driven Lead Generation: Actively participate in and represent Puzzle at in-person events and networking opportunities throughout the San Francisco Bay Area to generate and qualify leads.

Customer Engagement and Education: Understand customer pain points and communicate Puzzle’s value, particularly to startup founders and small businesses with limited accounting expertise.

Data-Driven Sales Management: Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders.

Cross-Functional Collaboration: Work cross-functionally with all GTM teams, including Product and Growth Marketing, Customer Success, and Partnerships, to align strategies and develop and execute revenue growth initiatives.

Overall Experience: 2+ years experience as an Account Executive in SaaS sales (preferably in fintech or accounting) in high-velocity, transactional or product-led growth environments, with a proven record of meeting or exceeding quota.

Location Requirement: Must be based in or willing to relocate to the San Francisco Bay Area with the ability to attend in-person events, partner meetings, and networking activities on a regular basis.

Startup Experience: Ability to thrive in a fast-paced environment, while working cross-functionally and taking on substantial ownership.

Inside Sales Skills: Skilled in handling high call volumes of 40+ calls/day and engaging effectively with potential customers over calls, emails, and demos.

Event and Relationship Building: Comfortable representing the company at in-person events, building relationships face-to-face, and converting event connections into qualified pipeline.

Process and Results-Oriented: Ability to optimize and adapt sales approaches, with a focus on repeatable processes and results.

Strong Communication and Objection Handling: Able to clearly articulate product benefits, build rapport, and handle customer objections professionally.

Basic Accounting and Startup Knowledge (Preferred): Familiarity with accounting basics and an understanding of the unique challenges faced by startups and small businesses.

Experience with CRM and Sales Technology Platforms: Experience leveraging CRM (Salesforce or Hubspot) and other sales technology tools like sequencing platforms (Apollo, Outreach, etc.)

Join Puzzle Financial at a pivotal growth stage where you'll help redefine and reimagine how companies handle their financials while building your career in the dynamic San Francisco startup ecosystem. You'll have the opportunity to make a significant impact, work with innovative founders, develop valuable expertise at the intersection of modern accounting and fintech, and build your professional network through strategic events and partnerships.

Here is a preview of some of the amazing benefits here at Puzzle:

• Competitive base pay and commission structure

• 100% paid employee health, dental, and vision plans (U.S. & Canada vary)

• 10 observed holidays and a flexible PTO policy so you can recharge

• $1000 home office budget to get you set up for success

• $2400 co-working budget for face time with your colleagues

• $600 learning and development budget

• 401K so you can save for your future

• And much more

Puzzle is an equal opportunity and affirmative action employer. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law.

Candidates must be currently residing in the San Francisco Bay Area to be eligible for this position. If hired, you will be required to present proof of work authorization. This employer is a participant of the E-Verify program.