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Full-cycle Account Executive selling a fintech retirement platform to SMBs in the Mid-Atlantic: prospecting, demos, pipeline management, contract negotiation, and closing. Use Salesforce/CRMs and sales tech to track activities and exceed quota while supporting customer value and onboarding.

Serve as the frontline support for customers using the retirement platform via phone, chat, and email. Resolve inquiries efficiently, document case notes, manage follow-ups, collaborate cross-functionally, and meet performance and schedule standards while delivering empathetic, detail-oriented service.

The Account Executive will manage full cycle sales, build and manage a pipeline, conduct demos, negotiate contracts, and utilize Salesforce for sales documentation.

The Partner Account Manager will engage and develop key partnerships to help expand access to retirement benefits for SMBs, manage relationships with tech partners and brokers, and drive lead generation.

As an Account Executive, you will handle full-cycle sales, manage a pipeline, conduct demos, negotiate contracts, and utilize sales tech tools like Salesforce to achieve quotas.

The Partner Account Manager engages with key accounts, develops partnerships, generates leads, and collaborates across departments to drive growth and enhance engagement with small and medium businesses.

The Partner Account Manager develops and manages relationships with partners, focusing on lead generation and partnership strategies, while collaborating cross-functionally to drive growth in the retirement benefits space.

The Account Executive is responsible for full-cycle sales, managing pipelines, demonstrating products, negotiating contracts, and documenting activities using Salesforce.

The Partner Account Manager engages and develops key accounts, builds referral networks, resolves issues, and collaborates on marketing initiatives to drive partner sales.

Provide ERISA legal advice for customer teams and product development at a fintech company focused on retirement plans, ensuring compliance and operational efficiency.