Account Executive

CMC Recruiting; Denver (CO); Presencial; USD 150 000 - 200 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Equity opportunity

Comprehensive medical, dental, vision,

Life insurance

401(k)

Generous PTO and holidays

Resumo da oferta

CMC Recruiting is partnering with a fast-growing fintech company to recruit an Account Executive. This role drives growth by managing the full sales cycle, from outbound prospecting to onboarding, with a focus on financial advisors and advisory firms across the country.

Ideal candidates have 2–5+ years in SaaS/fintech sales, strong coaching, and proven ability to close in a fast-paced environment, with travel about 25–30% and on-target earnings of $150k–$200k+.

Qualificações

• 2–5+ years in SaaS, fintech, insurtech, or consultative B2B sales.
• Proven ability to manage a full sales cycle and close deals quickly.
• Strong outbound prospecting with high activity levels.
• Excellent verbal and written communication for diverse audiences.
• Experience with MEDDIC, BANT, SPICED methodologies.
• Proficient with modern SaaS sales tools and CRM discipline.
• Self-motivated, coachable, and accountable with ownership mindset.
• Collaborative team player focused on growth and outcomes.

Responsabilidades

• Own the full sales cycle from prospecting through close and onboarding.
• Build relationships with financial advisors and key stakeholders.
• Drive new business through outbound outreach and relationship-building.
• Conduct demos, presentations, and educational sessions with prospects.
• Expand and deepen relationships within existing accounts.
• Manage multi-thread relationships to boost platform adoption.
• Collaborate with leadership, product, and advisor success teams.
• Maintain pipeline and activity in the CRM with accuracy.
• Stay informed on industry trends and product updates.

Conhecimentos

SaaS sales

Fintech/Insurtech

Full sales cycle

Outbound prospecting

Excellent communication

Sales methodologies MEDDIC/BANT/SPICED

SaaS tools proficiency

CRM discipline

Coachable/ownership

Team collaboration

Ferramentas

HubSpot

Dialpad

Apollo

LinkedIn Sales Navigator

Descrição da oferta de emprego

Our client is a fast-growing fintech company modernizing the life insurance and wealth planning space through innovative technology. Their platform helps advisors and policyholders unlock greater value from whole life insurance policies through a more efficient, technology-driven experience.

Backed by experienced leaders across fintech, SaaS, and insurance, this is an opportunity to join a company at an exciting stage of growth where you can make a meaningful impact on both the business and the customer experience.

The Opportunity:

Our client is seeking an Account Executive to help drive growth and build relationships with financial advisors, advisory teams, and firms across the country.

This is a highly consultative sales role that will require a strong mix of outbound business development, relationship management, and strategic selling. The right person is energized by building relationships, opening doors, navigating complex organizations, and helping advisors understand the value of the platform.

This role will own the full sales cycle from outreach through onboarding and long-term account expansion.

Key Responsibilities:

• Own the full sales cycle from prospecting through close and onboarding
• Build relationships with financial advisors, advisory teams, and key stakeholders
• Drive new business acquisition through outbound outreach and relationship-building efforts
• Conduct demos, presentations, and educational sessions with prospective partners
• Expand and deepen relationships within existing accounts
• Multi-thread relationships within organizations to increase platform adoption
• Collaborate cross-functionally with leadership, product, and advisor success teams
• Maintain accurate pipeline management and activity tracking within the CRM
• Stay informed on industry trends, product updates, and market opportunities

Qualifications:

• 2–5+ years of experience in SaaS, fintech, insurtech, or consultative B2B sales
• Proven ability to manage a full sales cycle and close deals in a fast-paced environment
• Strong outbound prospecting skills, including comfort with consistent activity levels (200+ dials per month)
• Excellent verbal and written communication skills, with the ability to simplify complex concepts for diverse audiences
• Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)
• Proficiency with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, LinkedIn Sales Navigator, etc.)
• Strong organizational skills and ability to manage multiple priorities effectively
• Data-driven mindset with disciplined CRM and pipeline management habits
• Coachable, resourceful, competitive, and highly self-motivated
• Collaborative team player with a strong sense of ownership and accountability
• Strong desire to win; scrappy, persistent, and solutions-oriented
• Experience within financial services, insurance, or advisor-facing businesses is a strong plus
• Willingness to travel (~25–30%) for client meetings, presentations, and events
• Expected first-year earnings target of $150,000–$200,000+ based on performance
• Equity opportunity
• Comprehensive medical, dental, vision, and life insurance benefits
• 401(k)
• Generous PTO and holiday schedule
• Opportunity to play a key role in shaping growth and culture within a scaling organization