Account Executive

Sales Pipeline & Account Management: Manage leads, opportunities, and customer accounts throughout the sales lifecycle. Maintain an active sales funnel and sustainable pipeline. Utilize Salesforce to track sales activities, opportunities, and customer relationships. Manage a large book of business while maintaining strong customer engagement. Achieve established quarterly sales targets and performance objectives. Provide ongoing account management support for 180 days following customer activation. Identify opportunities to strengthen customer relationships and protect existing revenue. Manage multiple opportunities simultaneously while maintaining consistent sales activity. Operate independently and leverage available resources to close deals efficiently.

Customer Relationship Management: Build trusted relationships with business owners and key decision-makers. Understand the customer management lifecycle from initial engagement through post-activation support. Identify customer needs through discovery and consultative questioning. Provide tailored recommendations aligned with business goals. Navigate complex buying processes involving multiple stakeholders. Maintain strong customer relationships throughout the sales and account management process. Deliver a positive customer experience while supporting long-term business success.

Sales Performance & Metrics: Monitor sales performance against established goals and quotas. Track and manage key performance indicators, including:

• Quota attainment
• Sales conversion rates
• Pipeline velocity
• Maintain accurate sales records and opportunity information.
• Evaluate sales pipeline health and identify opportunities for improvement.
• Use available tools and resources to manage sales activities effectively.
• Maintain accountability for sales results and customer outcomes.

Cross-Functional Collaboration: Collaborate with internal teams to support customer needs and successful sales outcomes. Partner with key stakeholders, including:

Customer Care: UnderwritingOperationsCoordinate with supporting teams to navigate complex customer requirements. Leverage internal resources to resolve issues and support the buying process. Build effective relationships across Sales and supporting business functions. Promote a collaborative, inclusive environment aligned with company values.

Required Qualifications: Minimum 2+ years of quota-carrying fintech or payments sales experience required for consideration. Experience in one or more of the following areas:

• Payment Processing
• BankingAccounts Payable SaaSLong-term Account Management
• Previous sales experience managing a large book of business.
• Proficiency using Salesforce for pipeline management, account management, and sales activities.
• Experience selling merchant services across multiple industries.
• Ability to strategically position financial solutions based on customer challenges and business needs.
• Familiarity with merchant services industry standards, including:
• Processing rates
• Cost analysis
• Risk management
• Strong understanding of Accounts Receivable and Accounts Payable processes related to money movement.
• Experience utilizing established sales methodologies, such as:
• Challenger SalesSPIN Selling
• Solution Selling
• Sandler Sales Methodology
• Strong understanding of the customer and account management lifecycle.
• Demonstrated success working in a quota-driven sales environment.
• Experience collaborating with cross-functional teams, including Risk, Customer Care, Underwriting, and Operations.
• Strong consultative selling, discovery, and negotiation skills.
• Ability to communicate value propositions and ROI effectively.
• Strong relationship-building and stakeholder management skills.
• Self-motivated with the ability to manage a book of business independently.
• Ability to manage multiple sales opportunities and competing priorities.
• Strong communication, problem-solving, and organizational skills.
• Willingness to perform both inbound and outbound sales activities.
• Ability to work flexible shifts within the required operating hours.