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Who We Are:
At Formations, we're on a mission to empower the self-employed through every stage of their journey. Based in Seattle, we're a tech-forward startup that's revolutionizing financial management for independent professionals. We understand that running your own business is challenging enough without the added complexity of taxes, accounting, and financial planning. That's why we've created a solution that not only simplifies these processes but also unlocks significant financial benefits for our clients.
What We Do: Formations offers a groundbreaking AI-powered platform that transforms how self-employed professionals manage their finances, from entity formation and structure, to accounting, to tax management. On average, our thousands of customers save $14,801 per year by working with us.
By combining cutting-edge technology with expert financial guidance, Formations empowers self-employed professionals to focus on what they do best – growing their business – while we handle the complexities of financial management and optimization.
We're seeking a Sales Executive to join our dynamic team and help bring these transformative solutions to more independent professionals across the United States. This role will be based in our Seattle area office.
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
Skills Required
- Bachelor's degree in Business, Marketing, Communication, or a related field
- At least 2 years of sales experience
- Full-cycle sales experience
- Strong verbal and written communication skills
- Excellent interpersonal skills
- Highly self-motivated and target-driven
- Flexible attitude
- Experience selling to self-employed professionals, such as real estate agents, insurance agents, or freelancers
- FinTech experience
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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