Account Executive

The role

You will conduct video discovery with prospective members to determine qualification and secure commitments. You will manage a pipeline of self-generated and pre-qualified leads through various touchpoints.

What you will do

• Conduct video discovery with prospective members to determine qualification and secure commitment.
• Provide value and guidance to prospective members based on business attributes and financial needs.
• Own and manage a pipeline of self-generated and pre-qualified leads.
• Partner with Marketing and Enablement on outbound targeting and cold outreach.
• Work collaboratively with Marketing and Member Services Team on cross-functional projects.
• Develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies.
• Prepare and deliver weekly reports to explain business results.

Required qualifications

• 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience.
• Consistent track record of overachieving sales quotas and targets.
• High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner.
• Empathic understanding of the challenges of being a small business owner.
• Excellent verbal and written communication skills via phone, SMS, email, and video.
• Exceptional organizational skills, data-centric approach, and attention to detail.
• Proven ability to launch successful outreach or other prospecting campaigns.

Benefits

• Remote-Friendly Environment
• $200 quarterly reimbursement to support well-being
• Flexible PTO plus 14 company holidays
• 100% medical, dental, and vision for employees
• 75% coverage for dependents
• 16 weeks fully paid parental leave
• 401k plan
• Equity package
• Quarterly virtual events
• Annual in-person summit

About the company

collective