Account Executive

Role Overview

• Source and build your own pipeline of qualified prospects within the target market of community banks and credit unions — through outbound prospecting, referrals, network, and self-directed research; this role does not rely on inbound leads or an SDR function
• Run a consultative, value-based sales process that ties platform capabilities directly to institution-level outcomes: member experience, branch efficiency, and staff productivity
• Own outbound prospecting personally — cold calling, emailing, LinkedIn outreach, and other channels — to generate and qualify new opportunities against a defined target account list, without dependency on marketing-generated leads
• Build and maintain a healthy, accurately forecasted pipeline in CRM, with disciplined stage hygiene and next-step ownership on every opportunity
• Develop and continuously refine your own outbound prospecting playbook — messaging, cadence, and targeting — informed by GTM leadership's positioning but executed independently against your book of target accounts
• Deliver compelling product demonstrations tailored to the specific priorities of bank and credit union decision-makers (retail banking leaders, branch operations, IT/vendor management)
• Negotiate contract terms and pricing in coordination with the General Manager, balancing new-business growth with margin and retention objectives
• Represent the company at industry events, conferences, and webinars as needed to build pipeline and market presence
• Provide structured feedback from the field to Product and Marketing on competitive positioning, objections, and unmet needs in the market

Requirements

• 3+ years of full-cycle B2B SaaS sales experience in a self-sourcing "hunter" capacity, with a track record of consistently meeting or exceeding quota built substantially on self-generated pipeline
• Enterprise-level SaaS sales experience strongly preferred
• Experience selling into financial institutions (community banks, credit unions) or another regulated, relationship-driven vertical is a strong plus
• Demonstrated ability to run a consultative sales process — diagnosing a prospect's operational pain points and building a business case, not just presenting features
• Comfort working in a lean, fast-moving environment where you'll help shape process rather than simply follow one
• Genuine enjoyment of prospecting — comfortable picking up the phone, writing cold outreach, and grinding out a pipeline from zero rather than waiting on leads to arrive
• Strong written and verbal communication skills; ability to present confidently to bank and credit union executives
• Working knowledge of CRM discipline and forecasting rigor
• Self-directed and coachable — comfortable with high autonomy and high accountability in equal measure

Benefits

• Health, dental, and vision coverage
• Fully remote, with periodic travel for in-person team and customer meetings
• The opportunity to shape the sales function of a company in the middle of a deliberate, well-resourced strategic reinvention