Account Executive

Summary

Join FinQuery as an Account Executive and drive new sales in the Private, Public, and Government sectors. You will collaborate with clients to understand their needs and present FinQuery's solutions. Responsibilities include managing sales pipelines, forecasting revenue, developing account strategies, and documenting sales activities. You will also create pricing proposals, negotiate terms, and close deals. Success requires exceeding sales targets and utilizing resources effectively. FinQuery offers a competitive salary and a comprehensive benefits package.

Requirements

• 2 years’ experience working in an Account Executive role with a successful track record of exceeding quota
• 2 years’ experience selling software and/or financial services into small and mid-sized businesses
• Proficient in using Salesforce along with Google Business Suite and Microsoft Office
• Ability to close complex sales cycles
• Awareness and familiarity of B2B Sales Concepts and best practices
• Demonstrated track record of achieving and exceeding sales targets
• Proficient understanding of Accounting terminology and lease accounting guidelines
• Ability to handle objections and negotiations with minimal supervisor assistance
• Utilizes general discovery skills to discover the needs and challenges of potential clients

Responsibilities

• Partner with potential clients to understand the challenges they are trying to solve and present how FinQuery can solve those problems
• Partner with Sales Engineers on FinQuery product demonstrations set by the Inbound Marketing, Business Development and Channel teams for prospects
• Manage a robust sales pipeline and follow up with prospective customers to drive to the close
• Forecast subscription and services revenue in weekly pipeline reviews with the sales manager
• Develop a strategy specific to each account to win a prospect's business by understanding all the people and departments involved in the decision and purchasing process for review with the sales manager prior to execution
• Document all calls, emails, and other relevant sales activity in Salesforce accurately and timely
• Accurately forecast, track, and report sales performance, including budgets, dates, and probability to close in Salesforce on a monthly and quarterly basis
• Create pricing proposals, negotiate terms, and close new business opportunities
• Effectively utilize resources to self source revenue equal to at least 20%15% of your assigned quota
• Conduct all business in accordance with FinQuery policies and procedures
• All other duties as assigned

Benefits

• Flexible PTO (including 11 holidays and your birthday off)
• 401(k) plan with employer matching
• Great health benefits with multiple plan option
• Option to choose between in office, fully remote, or a hybrid work environment for all employees
• Sabbatical program (4 weeks after 5 years of service)
• Casual dress environment (when in office)
• Catered lunches every Tuesday and Thursday
• Signing stipend for a work-from-home setup
• Free gym membership at our office
• Annual employee development program stipend of $2,000 for each employee
• Parental Leave Benefits
• Fertility/Adoption Assistance
• Annual tutoring stipend for your children
• Mentorship program available immediately
• Regular team outings
• Advancement opportunities based on results, not politics
• Culture that emphasizes inclusiveness driven by our REDI Committee