Expense Management Account Executive

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Boca Raton, FL, USA
In-Office
Fintech • Software • Financial Services
The Role

About finally

finally is one of America’s fastest-growing and most exciting fintech companies, focused on being the premier financial automation platform for SMBs. Our innovative product suite integrates Credit & Banking, Billing & Invoicing, Bookkeeping, and Taxes, all harmonized through cutting-edge artificial intelligence to aid Small to Medium-sized businesses. Finally aims to declutter financial operations, providing businesses with a seamless financial journey, allowing them to focus on what truly matters – their growth.

We’re headquartered in sunny South Florida and we raised $200 million dollars just in 2024 to bolster our growth, to innovate, and to continue to serve our customers. Our company has more than 250 individuals today across 3 offices. We’re proud to serve as the official corporate card and spend management platform for iconic sports franchises like the Florida Panthers, Miami Heat, and Chicago Bulls.

About The Role

As an Expense Management Account Executive at Finally, you will play a pivotal role in driving net-new revenue through the acquisition of new clients. This closing role will involve collaborating with SDRs (Sales Development Representatives) who will prospect on your behalf, as well as conducting independent prospecting. Your primary responsibility is to engage with prospective clients, understand their specific needs, and guide them through the sales process to secure successful closures. You’ll work in a fast-paced, collaborative environment with direct mentorship from Kevin Dorsey (KD) one of the world’s top sales leaders and Jeff Stirling, who helped scale Deel to $1B ARR.

Responsibilities

  • Close net new and achieve quota attainment consistently

  • Run demos set by SDRs and Marketing teams/Self Sourcing

  • Become a product expert across our entire platform and understand our competitor landscape to deliver targeted product demos

  • Focus on self-development with daily training and enablement

  • Leverage sales methodologies to uncover customer needs and pain points

  • Partner with our robust SDR team to build and nurture a strong outbound pipeline

  • Manage a high volume of high-velocity sales cycles using internal tools

Requirements

  • Minimum 2 years of quota-carrying direct B2B/SaaS sales experience in a full cycle closing role with strong prospecting, qualifying, negotiating, and closing skills

  • Consistent track record of hitting or exceeding sales targets in a fast-paced environment

  • Ability to discuss finally's value proposition with C-level executives, finance teams, and decision makers

  • Demonstrated success selling complex software; Fintech experience is a plus

  • Experience with conducting product demonstrations

  • Consultative sales approach and comfortable leveraging analytical & quantitative skills

  • High adaptability and understanding of change within the evolution of a startup

Benefits

  • Health insurance

  • Dental insurance

  • Employee stock purchase plan

  • Paid time off

  • Paid training

  • Vision insurance

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The Company
HQ: Miami, Florida
173 Employees
Year Founded: 2019

What We Do

Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.

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