Job description

As an Account Executive, you are responsible for driving new sales from leads for opportunities in the Private, Public, and Government sectors. You will work closely with our customers to understand their business objectives and understand challenges they are trying to solve. Account executives are responsible for building and maintaining business relationships to meet or exceed established sales goals, quotas, or objectives by working directly with groups in the assigned territory. You will also be responsible for maintaining business relationships post-sales to capture referrals. You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them.

Reports to Manager, Sales

What you will be doing:

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.

What experience and skills we need you to have:

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

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

About Us

FinQuery is revolutionizing accounting automation and contract management. As the only provider offering a single platform for complete visibility into lease and vendor contracts, we empower organizations with unprecedented control over their top spending categories. Our award-winning AI-driven software helps over 8,000 organizations worldwide minimize risk, boost efficiency, and reduce costs. Join us as we redefine how businesses manage their finances.

FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.

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