Senior Account Executive

📋 Description

• Developing formal engagement plans and project strategies to support partner migrations.
• Driving sustainable adoption and revenue growth across your territory of accounting and bookkeeping
• Managing a consistent cycle of appointments and meetings within your allocated territory to drive
• Recruiting, educating, and growing your partner base by delivering events and certification
• Using Salesforce to maintain accurate data and ensure excellence in forecasting and territory

🎯 Requirements

• Results-driven approach and genuine enthusiasm for building rapport-based relationships with
• Proven success in field account management and a track record of meeting and exceeding sales
• Interest in the fintech market and ability to educate others on digital resources and online
• Initiative to work independently while staying process-oriented and detail-focused.
• Communication and presentation skills to deliver engaging events and influence digital strategy.
• Experience using CRM tools, such as Salesforce, to manage client communications and sales cycles.

🎁 Benefits

• Variable Pay: Annual bonus and equity (RSU) programs, performance-based cash or equity incentives.
• Comprehensive Benefits: Medical, dental, vision, 401(k) match, 21 days PTO, 10 days Wellbeing