Account Executive (Fintech)
About The Position
As a trailblazing SaaS company in the field service industry, we're at the forefront of change, driving success in one of today's most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with tools to streamline scheduling, dispatching, invoicing, and customer communication all in one place. We’re looking for talented individuals who are excited to join our mission of making field service a breeze. If you are a go-getting, quick learning, problem-solver with a love of selling products that customers genuinely need and providing excellent service to the customers you meet, come join our Fintech Team. We are looking for a highly motivated Fintech Account Executive to drive sales of Workiz’s financial services (payment processing, expense cards, loans, and financing) to both new and existing customers. You will own the full sales cycle, from initial contact to onboarding and expansion, and will be responsible for achieving and exceeding monthly sales quotas.
Requirements
- 2+ years experience in a sales or account management with a proven experience exceeding goals
- Strong communication skills written/verbal; ability to establish rapport with customers at different levels, solely over email and via phone interactions
- Ability to multitask - manage a large number of customers
- Excellent creative problem-solving approach and strong analytical skills
- Strong work ethic, ability to adapt to rapidly changing environments
Nice To Haves
- A forward-thinking approach to AI, with a track record of integrating Generative AI into the daily sales cycle to increase lead prioritization and workload efficiency.
- Experience with Hubspot, SalesForce or other CRM software
- Sales experience in Financial Services products
- Experience working with SMBs
Responsibilities
- Sell Workiz's embedded financial services products to our existing software customer base and new prospects.
- Become a product expert on Workiz’s suite of financial services offerings.
- Lead consultative sales processes, recommending and advising customers on the best-suited Workiz Financial Services products.
- Manage a pipeline of potential fintech sales deals through phone calls, SMS campaigns, email campaigns, and scheduled meetings.
- Lead the entire pre-sales process, including product demonstrations, value proposition explanations, price negotiations, and closing the sale.
- Assist customers with onboarding Workiz financial services products and related software configurations.
- Continue to partner with the customer for the initial weeks of the post sales journey, serving as their fintech trusted advisor and product consultant to ensure that all purchased fintech features are adopted effectively and completely.
- Serve as a customer success escalation point to maximize fintech product retention.
- Act as a knowledge hub for other customer-facing teams (AEs, Onboarding Specialists, and CSMs) to support client relationships and meet their financial service needs.
- Provide customer feedback to the product team regarding enhancement requests.
- Collaborate with Account Executives on pre-sale enrollments.
Benefits
- Employee stock options
- Medical coverage options
- Dental coverage options
- Vision coverage options
- Up to a 4% match on 401k contributions
- 5 days of Sick Leave per year
- 14 days of Vacation Leave per year
- 2 Floating Holidays to use each year
- Kitchen stocked with top-notch coffee and a variety of snacks
- Pet-friendly office
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
