Job Description
Job DescriptionAccount Executive
Location: San Francisco, CA -- Onsite 5 days a week
Industry: FinTech
OTE: $165k
Base: $95k
About the Company
We’re a venture-backed finance OS that puts corporate cards, bill pay, reimbursements, and accounting integrations in one intuitive dashboard—so finance teams can replace fragmented tools with a single source of truth. Our AI-driven controls stop out-of-policy spend before it happens and surface savings insights in real time. That automation lets customers close the books in real time with unmatched efficiency and run live spend and budget reports across cards, travel, and payments. Today, 40,000+ finance teams rely on our platform—saving millions of hours every year. An open REST API means customers can build custom workflows or embed spend data anywhere they need. World-class support and deep ERP integrations round out the package, ensuring data stays in sync automatically.
The Opportunity
Join us as an AE on a hyper-growth sales team. You’ll master modern consultative SaaS selling, learn directly other senior AEs, and graduate to full Account Executive in roughly 12 months.
What You’ll Do
- Target high-growth Bay Area startups that need an integrated cash-, card-, and expense-management platform, out-competing legacy banks and newer fintechs
- Attend or host 3–5 community and networking events weekly to seed relationships and generate referrals
- Run the full sales cycle—prospect, demo, negotiate, close—consistently beating new-business quota
- Build, forecast, and manage a healthy pipeline in CRM to hit monthly and quarterly targets
- Deliver crisp product demos, field technical questions, and position our unified finance stack against competitors
- Partner with onboarding and success teams to ensure friction-free launches and drive expansion within accounts
- Capture market and customer feedback to inform roadmap and keep GTM strategy ahead of industry shifts
Requirements
- 3+ years quota-carrying closing-sales success and consistent quota attainment
- 1+ year owning and expanding a book of business, focused on net-new logo acquisition
- Skilled in building, forecasting, and managing a CRM-based pipeline
- Proven ability to deliver consultative demos, negotiate, and close competitive B2B deals
- Background selling SaaS, fintech, or other subscription software; financial-services exposure valued
- Comfortable attending multiple in-person networking events each week to generate referrals and build community
- Recognized top performer with a customer-first mindset and strong relationship-building skills
- Familiarity with startup ecosystems and venture accelerators considered a plus
- Collaborative “builder” eager to shape early-stage go-to-market processes and share best practices
Benefits
- Competitive base + uncapped commission.
- Equity, full medical/dental/vision, and catered lunches.
- State-of-the-art SF office, learning stipend, and annual team off-site.