Account Executive - Treasury

DebtBookCharlotte, NC
Hybrid

About The Position

DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on DebtBook. We've built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that's been waiting for modern infrastructure.

Requirements

  • 4-8 years of experience in sales, specifically selling treasury products or to the treasury department.
  • 1 year of experience working in a start-up or consulting environment. The candidate must demonstrate an understanding of ambiguity and the ability to thrive in a fast-paced, rapidly evolving work environment.
  • Proven track record of meeting and exceeding sales quotas.
  • Ability to articulate their sales numbers and demonstrate their ability to track and analyze key performance metrics.
  • Excellent verbal and written communication skills with the ability to present complex information clearly and concisely.
  • Strong negotiation and problem-solving skills.
  • Ability to work independently as well as collaboratively within a team.

Responsibilities

  • Develop and execute a strategic sales plan to achieve and exceed sales targets.
  • Prospect, qualify, and close new business opportunities within the treasury sector.
  • Effectively articulate the value proposition of DebtBook’s products to key decision-makers.
  • Manage the full sales cycle from initial contact to contract negotiation and closing.
  • Collaborate with internal teams, including product and marketing, to provide market feedback and contribute to product development.
  • Maintain accurate records of sales activities and metrics in our CRM system.
  • Continuously stay informed about industry trends, market changes, and competitor activities.

Benefits

  • Competitive salaries plus equity (stock options) for all employees
  • Comprehensive health, dental, and vision insurance
  • 401(k) with 4% employer match
  • Flexible work schedules
  • Generous leave policies (including unlimited PTO)
  • Professional development opportunities
  • Tuition reimbursement
  • Family and wellness perks
  • In-person social events
  • Stipends for remote workers to set up their ideal work space
  • Top-of-the-line equipment
  • Newly furnished office
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