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Who We Are:
Hi, we’re Formations, a Seattle-based startup reimagining financial management for self-employed professionals. If you’ve ever run your own business or know someone who has, then you know it’s challenging enough without the added pressure of having to become an expert in taxes, accounting, and financial planning. Instead of being rewarded for taking the entrepreneurial risk of striking out on their own, the independent workforce in the U.S. forgoes almost all the benefits afforded to full-time corporate employees and gets hit with a self-employment tax to boot. That’s where we come in.
What We Do:
Formations is developing the first comprehensive product to automate business incorporation, expense tracking, payroll, and benefit allocations. With our technology and team of financial experts by their side, self-employed professionals will have the playbook and tools needed to focus on growing their business while saving thousands on annual taxes, achieving financial well-being, and securing their futures through better financial decision making.
We are looking for Sales Executive to join our sales team.
Responsibilities:
- Prospect and qualify new sales opportunities
- Conduct a high volume of outbound calls and emails to prospective clients
- Present products and services to individuals and groups via online meeting tools
- Utilize CRM systems to manage sales pipeline
- Close opportunities and execute on contracts
- Build rapport with customers through friendly, engaging communication
- Meet and exceed established weekly and monthly sales goals
- Help refine our go-to-market plans through constant feedback to the team
- Collaborate with sales team to assist in evolving our repeatable sales playbook
Qualifications:
- Bachelor’s degree in Business, Marketing, Communication, or related field
- 2+ years of sales experience (full cycle sales preferred)
- Background in selling to a self-employed industry (real estate agents, insurance agents, freelancers, etc) is a plus
- FinTech background is a plus
- Strong verbal and written communication skills
- Excellent interpersonal skills
- Highly self-motivated and target driven
- Flexible attitude
$100-150K OTE ;Base + Uncapped Commission
What We Do
Formations is a fintech startup with an innovative approach to taxes and accounting.
We provide a predictive tax and accounting solution for the self-employed.
Our customers are full-time self-employed, entrepreneurs who chose self-employment as a career.
We have developed a unique strategy that leverages technology alongside human expertise to automate bookkeeping, payroll, taxes, and benefit allocations throughout the year. This helps self-employed professionals save on taxes, secure their futures, and achieve financial well-being while reducing the time and energy spent managing back-office tasks. We believe that being independent shouldn’t mean being alone and we’re here to help.
Why Work With Us
We help real people solve real problems. We're not an enterprise solution or another startup that helps corporations be more efficient. We're build a solution that delivers real value to real people. We put people first and believe in the power of people to make a real difference in the world. It's why we chose to focus on the self-employed.
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