Note: The job is a remote job and is open to candidates in USA. CurrentClient is a fast-growing early stage SaaS startup building compliant communication software for financial and wealth advisors. They are seeking an Account Executive to own the full sales cycle, from sourcing new leads to closing deals, while contributing to the company's growth and collaborating with various teams.
Responsibilities
- Own the full sales cycle from prospecting to close: identify and qualify new leads, run discovery calls, deliver compelling product demos, and close new business
- Work leads we've already identified through outbound outreach and follow up (email, phone, text, and LinkedIn)
- Leverage our sales tools daily, including our CRM, a national database of financial advisors, website visitor identification, and other automation software designed to make your job easier
- Represent CurrentClient at industry conferences and events, building relationships and generating leads face to face
- Help work and close new and existing industry network partnerships
- Assist with marketing efforts by leading partner webinars and contributing to social media efforts
- Become familiar with our product and provide feedback to the product team based on information discovered throughout the sales process
- Collaborate closely with the customer experience team to ensure smooth handoffs from closed deal to onboarding
- Collaborate on and help refine our sales process, messaging, and playbooks
- Be available during core office hours, with occasional in-person meetings and travel to conferences
Skills
- 2+ years of experience as an Account Executive in B2B SaaS
- Proven ability to run a full sales cycle: prospecting, lead qualification, demo, negotiation, and close
- Able to build rapport and trust quickly with a professional, compliance-conscious audience
- Quick learner who thrives in a dynamic, ambiguous startup environment and takes strong ownership of work
- Comfortable working autonomously while collaborating effectively with a small, close-knit team
- Passion for winning and a willingness to pursue opportunities with speed and urgency
- Able to pass a background check
- Familiarity with the financial advisor or wealth management industry
- Experience attending or working industry conferences and trade shows
- Prior startup or entrepreneurial experience
Benefits
- Uncapped commission with on-target earnings of $200,000
- Equity (stock options) in a fast-growing startup
- Health insurance reimbursement plan
- Generous, flexible PTO
- This role is primarily remote with occasional in-person meetings for team alignment and collaboration, plus travel to industry conferences
Company Overview