Account Executive

talentpluto•San Francisco, CA

7d•$95,000•Onsite

About The Position

Our partner is a venture-backed finance OS that puts corporate cards, bill pay, reimbursements, and accounting integrations in one intuitive dashboard—so finance teams can replace fragmented tools with a single source of truth. Their AI-driven controls stop out-of-policy spend before it happens and surface savings insights in real time. That automation lets customers close the books in real time with unmatched efficiency and run live spend and budget reports across cards, travel, and payments. Today, 40,000+ finance teams rely on our partner's platform—saving millions of hours every year. An open REST API means customers can build custom workflows or embed spend data anywhere they need. World-class support and deep ERP integrations round out the package, ensuring data stays in sync automatically. Join our partner as an AE on a hyper-growth sales team. You’ll master modern consultative SaaS selling, learn directly other senior AEs, and graduate to full Account Executive in roughly 12 months.

Requirements

3+ years quota-carrying closing-sales success and consistent quota attainment
1+ year owning and expanding a book of business, focused on net-new logo acquisition
Skilled in building, forecasting, and managing a CRM-based pipeline
Proven ability to deliver consultative demos, negotiate, and close competitive B2B deals
Background selling SaaS, fintech, or other subscription software; financial-services exposure valued
Comfortable attending multiple in-person networking events each week to generate referrals and build community
Recognized top performer with a customer-first mindset and strong relationship-building skills

Nice To Haves

Familiarity with startup ecosystems and venture accelerators considered a plus
Collaborative “builder” eager to shape early-stage go-to-market processes and share best practices

Responsibilities

Target high-growth Bay Area startups that need an integrated cash-, card-, and expense-management platform, out-competing legacy banks and newer fintechs
Attend or host 3–5 community and networking events weekly to seed relationships and generate referrals
Run the full sales cycle—prospect, demo, negotiate, close—consistently beating new-business quota
Build, forecast, and manage a healthy pipeline in CRM to hit monthly and quarterly targets
Deliver crisp product demos, field technical questions, and position our partner’s unified finance stack against competitors
Partner with onboarding and success teams to ensure friction-free launches and drive expansion within accounts
Capture market and customer feedback to inform roadmap and keep GTM strategy ahead of industry shifts