Account Executive

Puzzle.ioSan Francisco, CA
14hRemote

About The Position

Puzzle is redefining how companies navigate their financials. We've built cutting-edge accounting software that empowers accountants and the founders they serve with real-time, comprehensive financial insights. Our platform drafts books in real-time with AI accuracy reviews, integrates natively with modern tools like Stripe, Ramp, Mercury, and Gusto, and goes beyond traditional accounting to deliver AI-powered insights, variance analysis, and trends. Built for accounting firms, startups, and SMBs, Puzzle takes just minutes to set up. We're on a mission to give businesses the tools they need to make informed financial decisions and drive success. In order to help us accomplish this, we are seeking a talented, high-performing Account Executive to join our growing sales team. In this role, you will drive a high-volume, efficient sales process that keeps our pipeline moving and customer satisfaction high. This is your opportunity to join a well-funded startup led by an accomplished fintech founder. Join us remotely from anywhere in the US or Canada as we embark on this exciting journey

Requirements

  • Overall Experience: 2+ years experience as an Account Executive in SaaS sales (preferably in fintech or accounting) in high-velocity, transactional or product-led growth environments, with a proven record of meeting or exceeding quota.
  • Startup Experience: Ability to thrive in a fast-paced environment, while working cross-functionally and taking on substantial ownership.
  • Inside Sales Skills: Skilled in handling high call volumes of 40+ calls/day and engaging effectively with potential customers over calls, emails, and demos.
  • Process and Results-Oriented: Ability to optimize and adapt sales approaches, with a focus on repeatable processes and results.
  • Strong Communication and Objection Handling: Able to clearly articulate product benefits, build rapport, and handle customer objections professionally.
  • Experience with CRM and Sales Technology Platforms: Experience leveraging CRM (Salesforce or Hubspot) and other sales technology tools like sequencing platforms (Apollo, Outreach, etc.)

Nice To Haves

  • Basic Accounting and Startup Knowledge (Strongly Preferred): Familiarity with accounting/bookkeeping basics and an understanding of the unique challenges faced by startups and small businesses.

Responsibilities

  • Sales Execution: Own and manage a high velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel.
  • End-to-End Sales Ownership: manage the full sales cycle—from prospecting, to qualification, to close—ensuring a seamless customer journey and handoff to Customer Success.
  • Customer Engagement and Education: Understand customer pain points and communicate Puzzle.io ’s value, particularly to startup founders and small businesses with limited accounting expertise.
  • Data-Driven Sales Management: Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders.
  • Cross-Functional Collaboration: Work cross-functionally with all GTM teams, including Product and Growth Marketing, Customer Success, and Partnerships, to align strategies and develop and execute revenue growth initiatives.

Benefits

  • Competitive base pay and commission structure
  • 100% paid employee health, dental, and vision plans (U.S. & Canada vary)
  • 10 observed holidays and a flexible PTO policy so you can recharge
  • $1000 home office budget to get you set up for success
  • $2400 co-working budget for face time with your colleagues
  • $600 learning and development budget
  • 401K so you can save for your future
  • And much more
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