Account Executive

Valid8 Financial, Inc.; San Clemente (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Commission based on performance

Travel opportunities for customer meetings

Job summary

Valid8 Financial, Inc. is seeking an Account Executive responsible for driving business growth by developing client relationships and identifying new sales opportunities. This role entails managing the full sales cycle, collaborating with technical and product teams, and achieving sales targets.

The ideal candidate will have a bachelor's degree and 3-5 years of B2B sales experience, particularly in technology. Strong communication skills and a self-starter mindset are essential for success in this role.

Qualifications

• Bachelor’s degree in a related field.
• 3-5+ years of B2B sales experience with a focus on acquiring new customers.
• Experience selling technology solutions is preferred.

Responsibilities

• Drive revenue growth by meeting assigned sales targets.
• Manage the full sales cycle from prospecting to closing.
• Establish and maintain relationships with clients.

Skills

Strong written and verbal communication skills

Ability to deliver effective presentations

Highly motivated, self-starter

Creative problem solver

Interest in machine learning

Proficient in Microsoft Office and CRM platforms

Education

Bachelor’s degree in related field

3-5+ years of successful B2B sales experience

Tools

Microsoft Office

CRM platforms

Zoom

Job description

The Account Executive is responsible for driving business growth by developing client relationships, identifying new sales opportunities, and delivering tailored solutions utilizing the EdgeRX PdM platform and Vision. Serving as a primary point of contact for assigned prospects and customers, this role manages the full sales cycle from prospecting through close, while collaborating with internal technical and product teams as needed. Responsibilities include lead generation, solution presentations, contract negotiation, and supporting customer satisfaction throughout the engagement. Success in this role requires strong communication skills, sales discipline, technical curiosity, and the ability to perform effectively in a fast-paced, evolving environment.

KEY RESPONSIBILITIES

Drive revenue growth by meeting assigned sales targets through the acquisition of new customers.

Identify and pursue sales opportunities through direct prospecting, lead follow-up, networking, and partner relationships.

CUSTOMER RELATIONSHIP MANAGEMENT

Establish, maintain, and expand relationships with prospects and existing customers.

Serve as the primary point of contact for assigned accounts throughout the sales cycle.

SALES PROCESS MANAGEMENT

Manage the full sales cycle, including qualification, needs analysis, solution presentations, negotiation, and closing.

Coordinate and support the internal quotation process to ensure timely and accurate proposals.

COLLABORATION AND TECHNICAL SUPPORT

Partner with the Product and Technical teams to support customer requirements during the sales process.

Develop and maintain a working understanding of machine learning applications and relevant business domain concepts.

REPORTING AND CRM MANAGEMENT

Document daily sales activities and customer interactions in the CRM system.

Maintain pipeline accuracy and prepare routine sales reports and forecasts for management.

ADDITIONAL RESPONSIBILITIES

Provide feedback to internal teams regarding customer needs, product performance, and competitive observations.

TEAM CONTRIBUTION

Collaborate with colleagues to support team objectives and share best practices.

Stay informed on industry trends, emerging technologies, and evolving customer requirements.

OPERATIONAL COMPLIANCE

Perform responsibilities under moderate supervision while adhering to established company policies and procedures.

OTHER DUTIES

Perform other related duties and ad hoc projects as assigned to support departmental and organizational goals.

WORKPLACE SAFETY

Maintain awareness of and follow all workplace safety guidelines and promote a culture of well-being.

QUALITY AND COMPLIANCE

Ensure work is performed in accordance with established quality control and assurance processes.

ETHICS AND INTEGRITY

Adhere to the company’s Values and Code of Conduct and uphold the highest standards of honesty, integrity, and ethical behavior in all business activities.

QUALIFICATIONS

The successful candidate for this position must be able to perform each essential function satisfactorily with or without reasonable accommodation. The qualifications and working conditions listed below are representative of those required for the position.

EDUCATION/EXPERIENCE

Bachelor’s degree in related field. BA/BS degree or equivalent combination of education and relevant experience.

3–5+ years of successful B2B sales, BDR, SDR, and/or pre‑sales experience with a strong emphasis on acquiring new customers.

Experience selling technology solutions or projects for business applications.

Experience in engaging with mid-level decision-makers and influencers within customer organizations.

Exposure to selling software, platforms, or emerging technologies is preferred.

Demonstrated ability to meet or exceed assigned sales quotas.

KNOWLEDGE/SKILLS/ABILITIES

COMMUNICATION & INTERPERSONAL SKILLS

• Strong written and verbal communication skills.
• Ability to deliver effective presentations and engage professionally with diverse audiences.

PERSOANAL ATTRIBUTES

• Highly motivated, self‑starter capable of working independently within defined objectives.
• Creative problem solver with persistence in overcoming objections and sales challenges.
• Competitive, results‑oriented mindset with accountability for performance.
• Demonstrates a sense of urgency and drives opportunities to closure.

TECHNICAL & LEARNING AGILITY

• Interest and willingness to learn concepts related to machine learning and tinyML.
• Proficient in standard business tools, including Microsoft Office, Outlook, CRM platforms, and virtual presentation tools (e.g., Zoom).

LEADERSHIP

Ability to inspire confidence in clients and internal teams.

Skilled at presenting ideas and gaining buy‑in from stakeholders.

This role is Base salary + commission based, with OTE (On-Target Earnings).

Must be willing and able to travel as needed to support customer meetings, sales presentations, and business development activities. (up to 40% travel is required)