Fintech Account Executive

About the Role

Key Responsibilities

• Partner with sales and account management teams to pitch WorkWave's fintech offerings to existing and new customers within the broader sales process.
• Conduct discovery calls to understand prospects' fintech needs and challenges, positioning WorkWave as their trusted partner.
• Prepare and lead engaging product demonstrations and solution recommendations showcasing WorkWave's fintech solutions.
• Work with existing fintech users to ensure continued usage and success.
• Consistently meet and exceed quarterly goals related to new signups and product usage.
• Collaborate with teams across the organization, including sales, product, operations, and finance, as well as with partners.
• Build and manage a sales pipeline within Salesforce CRM, ensuring accurate tracking of opportunities, forecasts, and closed deals.

Requirements

• 5+ years of success in a SaaS or fintech revenue role with a demonstrated history of exceeding goals.
• Deep understanding of the payments and/or lending spaces.
• Outstanding verbal and written communication, negotiation, and interpersonal skills.
• Ability to independently strategize, multi-task, and manage multiple prospective clients simultaneously.
• Experience managing and driving a sales pipeline with consistent execution.
• Bachelor's degree or equivalent experience.

Nice to Have

• Home services experience.

Qualifications

• Bachelor's degree or equivalent experience.

Benefits & Perks

• Paid holidays
• Health insurance
• Dental insurance
• Tuition reimbursement
• Paid time off
• Adoption assistance
• Employee assistance program
• 401(k) matching
• Flexible Time Off policy or generous PTO plan
• Up to 4 weeks paid bonding leave
• Robust Employee Assistance Program including free counseling, legal guidance, and financial counseling
• Virtual medical care through Teladoc
• Regional discounts and perks
• Opportunities to participate in charitable events