Account Executive (AE)

Infusion Marketing

3d•Remote

About The Position

We’re looking for an Account Executive who thrives at the intersection of outbound engagement, relationship building, and revenue generation. The primary responsibility of this role is to create and advance qualified sales opportunities by identifying prospective clients, conducting structured discovery, nurturing relationships, and driving pipeline momentum. This role owns a defined territory and is accountable for building both new logo opportunities and expanding existing client relationships. Because we are a growth-oriented organization, this role requires both disciplined execution and strategic thinking; balancing daily outreach activity with long-term relationship development and cross-sell identification. This role reports directly to the Sales Manager.

Requirements

4–8 years of full-cycle closing experience with a track record of hitting or exceeding quota in a mid-market B2B environment
A proven self-sourcer: You've built pipeline from scratch, not inherited a territory or relied on inbound leads to hit your number
Fintech, payments, lending, or adjacent SaaS background: You understand how financial services buyers think and buy
Builder mentality: You've operated in an evolving or ambiguous environment and created structure rather than waited for it
Disciplined in process: Salesforce hygiene, pipeline visibility, and forecasting accuracy are habits, not afterthoughts
Low ego, high ownership: You take accountability for outcomes, collaborate without friction, and don't need the spotlight to stay motivated
Clear, confident communicator: Comfortable engaging executive stakeholders and tailoring your message to the buyer, not the script
Lead with curiosity and ask thoughtful discovery questions
Are energized by proactive outreach and relationship building
Balance persistence with professionalism
Communicate clearly and confidently with executive stakeholders
Think strategically about territory growth, not just individual deals
Operate with resilience, organization, and strong time management
Take pride in exceeding targets and owning results

Responsibilities

Own a defined territory of prospective and existing client opportunities
Consistently generate and advance qualified opportunities aligned to revenue goals
Build and maintain a healthy sales pipeline
Identify cross-sell and expansion opportunities within existing relationships
Identify and research prospective clients in target markets
Conduct structured discovery and solution fit meetings to assess fit (budget, authority, need, timing)
Present OptimaFI's value proposition in early-stage conversations
Engage Subject Matter Experts (SMEs) when deeper technical support is needed
Proactively engage prospects through calls, email, and social selling
Deliver clear, solution-oriented messaging tailored to client needs
Secure meetings and progress opportunities through early buying stages
Deliver presentations and coordinate proposal development
Address objections and support negotiations within approved parameters
Advance deals toward close and support renewal conversations when applicable
Maintain accurate opportunity records and pipeline updates in Salesforce
Ensure visibility into activity, forecasting, and territory performance
Partner closely with Sales, Marketing, Product, and Customer Support
Share market feedback to improve positioning and messaging
Continuously deepen understanding of OptimaFI’s products and services