Account Executives

Reposted 17 Days Ago
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New York, NY
In-Office
Mid level
Fintech • Information Technology • Financial Services
The Role
The Account Executive will manage the full sales cycle, being responsible for lead conversion, customer relationships, and product input, while promoting a culture of results-driven creativity and persistence.
Summary Generated by Built In
Account Executives

Note: this is a sales role, so if you’re applying, don’t just send us your CV. Get creative and sell us on you!

About the Role:
  • Huge untapped revenue potential: Heron is growing quickly, but we have historically under-invested in sales. Of our 100+ customers, all but a few were acquired directly by one of our founders (Jamie). Our current lead list is much larger than we can deal with. You will lead the charge as we dramatically ramp up, and have the opportunity to share in our growth and earn significant upside via commission.

  • Personal growth opportunities: as we grow, we’re able to offer Herons larger and different opportunities that are aligned with their interests. Depending on your ambitions, this role could develop in many ways: closing very large and complex deals, a sales leadership role, or leading go-to-market for product expansions - just to name a few options.

  • An environment where you can do your best work: we promote an outcome-focused, low-bureaucracy work environment with an emphasis on impact. Despite our rapid growth, we’re still a lean, scrappy and ambitious team that is committed to our customers. The ideal candidate will value and thrive in this type of environment.

What you’ll do
  • Full sales cycle: as an Account Executive, you will handle the full sales cycle, including prospecting for and qualifying leads, and moving those leads through to close. You’ll use a mix of high-volume outbound and more specific, account-based techniques. You’ll also work with our product and engineering team to identify and prioritize features that prospective customers need.

  • Across the business: you have a unique opportunity to work across our business: interacting with many prospects every day, building deep relationships with customers as they become users while also having a front-row seat and input into how we build our product.

  • Be present with our customers: working out of our New York office in Soho, you’ll be comfortable traveling regularly across the US to conferences, industry events, and customer sites to ensure we are top of mind for decision makers in our customers.

What we're looking for
  • Our ideal hire will have:

    • Demonstrated sales excellence: 3+ years in B2B sales with a track record of high achievement and quota attainment. SaaS and/ or financial services experience preferred.

    • Experience across the sales funnel: from sourcing to closing.

    • Technical chops: comfort with selling a technical product (e.g. that uses APIs, AI/ LLMs).

    • Entrepreneurial spirit: an ownership mindset, results-driven and ability to move quickly. Bonus if you are an ex-founder or previous first/ early sales hire.

  • Above all else, we value people who want to make an impact in their work. Here are some of the behaviors that we expect the ideal candidate will exhibit:

    • Be scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination, or find an unusual approach to navigate it.

    • Be persistent: you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so. You’ll go the extra mile - including Flying to Gainesville - if that’s what it takes.

    • Be metrics-driven: you thrive on meeting and smashing through your targets, and are motivated by having your impact on the business measured and visible.

    • Excited to work in a fast-paced, high-growth, team-based environment: we aim to move quickly and decisively, but together. You’ll be a great team player, and do what it takes for the team to succeed. You value diversity and inclusion in the workplace and understand best practices for building products and a business as part of a team.

What you can expect as a Heron
  • Competitive compensation, including equity and uncapped commission. Please note that advertised salary is the expected OTE of base + commission, but we do not cap commission and you’ll earn commission on every deal you work on

  • Based full-time, and in-person in our NYC office, with occasional travel to customers (across the country) and company retreats (often in London)

  • Your choice of top-of-the-line equipment to fit out your desk in our office

  • Competitive benefits package: health, dental, vision with partial coverage for dependents; 401K; uncapped PTO; parental leave

  • Free mental health support via Spill - on-demand access to therapy

  • Weekly company lunches (always inclusive and vegan-friendly - especially if you like Vietnamese food!)

  • Applicants from any background and gender are welcome and we have a zero tolerance policy on discrimination

About the interview
  • 1 or 2 initial ‘get to know you’ conversations

  • Take-home challenge - a task which roughly represents the work we would expect from you

  • Team interviews - 2-3 hours in-person, mix of skills-based and behavioral interviews

  • References

About Heron Data

We are Heron Data, a Series A stage company based in New York and London.

  • At Heron, we use the latest advances in AI and LLMs to automate document processing. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info to execute workflows end-to-end for our customers. We serve a range of businesses including some of the world's largest fintechs, banks and other specialty finance companies, commercial insurers, and more.

  • Our largest product automates underwriting for small business lenders and other specialty finance companies. We eliminate cumbersome manual processes and enable our customers to provide their services with much greater speed, precision, and fairness.

  • We are a rapidly growing company with over 150 customers in financial services and beyond who trust us to be embedded in critical processes - without us, their businesses stop. We analyze tens of thousands of documents a day, including over 20 million individual bank transactions daily for our customers. We continue to grow into more segments and workflows: further into lending, banking, insurance. And we think there's much more we can do!

  • We are a lean, scrappy and committed team with a flat structure and collaborative culture. Our team brings together a wealth of experience from great tech companies including Facebook, Spotify, Revolut and many other startups from around the world.

  • With team members from five different continents, we embrace multiculturalism and diversity. From company events to everyday interactions, we make sure everyone feels welcome and accommodate all cultural and dietary requirements.

  • Since our launch in September 2020, at the end of the S20 batch, we've experienced a lot of growth! Today, we serve over 150 customers and have over $9M in ARR. Read more about our mission here

Top Skills

AI
APIs
Llms
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The Company
HQ: New York, New York
13 Employees
Year Founded: 2020

What We Do

We help over 100 banks and lenders to understand a businesses' financial performance from their bank data. Instead of having to build categorisation rules in-house and manually tagging data, we use machine learning and other approaches to label all bank transactions, and produce a financial score for that company. We are a London-based startup backed by investors like BoxGroup and Y Combinator.

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