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 training
• Using Salesforce to maintain accurate data and ensure excellence in forecasting and territory

🎯 Requirements

• Results-driven approach and genuine enthusiasm for building strong, rapport-based relationships
• Proven success in field account management and a track record of meeting and exceeding sales targets
• 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 at
• Experience using CRM tools, such as Salesforce, to manage client communications and sales cycles

🎁 Benefits

• Medical, dental, vision
• 401(k) match
• 21 days PTO
• 10 days Wellbeing leave
• 5 days Xtra Leave
• 1 volunteer day