Sales Account Executive (Kirkland -Hybrid)

Formations Corp•Kirkland, WA
•Hybrid

About The Position

Formations is seeking a Sales Account Executive to help bring its AI-powered financial management solutions to self-employed professionals across the United States. This role is based in the Seattle area and focuses on building and managing a sales pipeline, engaging prospective clients, closing opportunities, and helping develop the company's sales approach. The position offers a base salary plus uncapped commission, with stated on-target earnings of $100,000–$150,000. Formations is a FinTech startup founded in 2019 and based in Kirkland, Washington. Its platform and expert financial guidance help independent professionals manage entity formation and structure, accounting, taxes, and financial planning. The company describes this as a full-time position and offers a benefits package that includes flexible paid time away, medical, dental, and vision coverage, parental leave, life insurance, a 401(k) with employer matching, equity, and paid volunteer time. The role follows a flexible-hybrid approach.

Requirements

  • Bachelor’s degree in Business, Marketing, Communication, or a related field.
  • At least 2 years of sales experience; full-cycle sales experience is preferred.
  • Strong verbal and written communication skills.
  • Excellent interpersonal skills.
  • Highly self-motivated and target driven.
  • Flexible attitude.

Nice To Haves

  • Background selling to a self-employed industry, such as real estate agents, insurance agents, or freelancers.
  • FinTech background.
  • Full-cycle sales experience.

Responsibilities

  • Prospect and qualify new sales opportunities.
  • Conduct a high volume of outbound calls and emails to prospective clients.
  • Present products and services to individuals and groups using online meeting tools.
  • Use CRM systems to manage the sales pipeline.
  • Close opportunities and execute contracts.
  • Build rapport with customers through friendly, engaging communication.
  • Meet and exceed established weekly and monthly sales goals.
  • Provide ongoing feedback to help refine go-to-market plans.
  • Collaborate with the sales team to evolve a repeatable sales playbook.

Benefits

  • Flexible paid time away from work.
  • Up to 100% of employee premiums paid for medical, dental, and vision plans.
  • Generous parental leave.
  • Life insurance.
  • 401(k) plan with employer matching of 100% of employee contributions up to 4% of annual base salary, with immediate vesting for matched contributions.
  • Equity package for every new hire, vested over four years.
  • Up to 16 hours of paid volunteer time per year.
  • Flexible-hybrid work approach.
  • Positive and collaborative culture.
  • Opportunity to influence the shape of the company.
  • Base salary plus uncapped commission; stated OTE of $100,000–$150,000.
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