Account Executive - FinTech

Codex; United States; Hybrid; USD 125,000 - 150,000; Full time

Job summary

Codex is seeking an Account Executive for the US market, based in New York City with a hybrid model; exceptional candidates may be considered for remote work. You will sell AI-native finance technology to CFOs and finance teams, navigating multi-threaded, complex deals and shaping the sales motion.

You’ll own the end-to-end process, build a US-wide pipeline, and partner with SDR, Product, and leadership to drive land-and-expand opportunities while refining messaging and GTM strategy.

Qualifications

• 5+ years of B2B technology sales / closing experience
• Experience carrying a $1M+ quota
• Proven success selling high-value software through complex sales cycles
• EPM, ERP, Finance, Accounting, or adjacent software sales experience strongly preferred
• Strong understanding of the CFO, Controller, Accounting, and broader Finance ecosystem
• Comfortable multi-threading and building relationships across different levels
• Proven hunter mentality with experience building new pipeline
• Track record of both landing new customers and expanding existing relationships
• Strong discovery, deal strategy, negotiation, and storytelling skills
• Technically curious and willing to develop a detailed understanding of the product
• Credible conversations about Finance processes

Responsibilities

• Own the full sales cycle from outbound prospecting through discovery, negotiation, close, and expansion
• Build and manage a pipeline of high-value opportunities across the US market
• Navigate complex sales involving multiple stakeholders across Finance, Accounting, IT, Procurement, Security, and Legal
• Develop relationships at multiple levels within target organizations
• Lead detailed discovery with CFOs, Controllers, Accounting leaders, and senior Finance stakeholders
• Understand customers’ existing Finance processes and challenge where there may be better ways of working
• Translate complex customer pain points into clear business outcomes
• Develop enough technical and product knowledge to confidently discuss sophisticated Finance workflows
• Drive land-and-expand opportunities within new customers
• Partner closely with SDR, Sales Engineering, Product, Marketing, and company leadership
• Help refine messaging, sales processes, and the wider go-to-market strategy
• Maintain strong forecasting and pipeline management

Skills

Hunter mentality

B2B technology sales

Quota ownership

Job description

Title: Account Executive - Finance Technology

Location: New York City (Preferred) | Hybrid

Remote: Considered for exceptional candidates

Compensation: $125,000–$150,000 Base + Variable Compensation

About the Opportunity

A fast-growing, AI-native finance technology company is looking for an Account Executive to help scale its US sales organization.

The company is building technology designed to transform how modern Finance and Accounting teams operate, using AI and automation to reduce manual processes across areas such as close, reconciliations, investigations, and complex financial workflows.

This isn't an opportunity to inherit a small number of established accounts. They're looking for a genuine hunter who wants to build pipeline, win complex new customers, and help shape the sales motion of an earlier-stage technology business.

You’ll sell directly into CFOs, Controllers, Accounting leaders, and wider Finance teams, navigating sophisticated, multi-threaded sales cycles from initial prospecting through close and expansion.

What You’ll Do

• Own the full sales cycle from outbound prospecting through discovery, negotiation, close, and expansion
• Build and manage a pipeline of high-value opportunities across the US market
• Navigate complex sales involving multiple stakeholders across Finance, Accounting, IT, Procurement, Security, and Legal
• Develop relationships at multiple levels within target organizations
• Lead detailed discovery with CFOs, Controllers, Accounting leaders, and senior Finance stakeholders
• Understand customers’ existing Finance processes and challenge where there may be better ways of working
• Translate complex customer pain points into clear business outcomes
• Develop enough technical and product knowledge to confidently discuss sophisticated Finance workflows
• Drive land-and-expand opportunities within new customers
• Partner closely with SDR, Sales Engineering, Product, Marketing, and company leadership
• Help refine messaging, sales processes, and the wider go-to-market strategy
• Maintain strong forecasting and pipeline management

Desired Candidate Profile

• 5+ years of B2B technology sales / closing experience preferred
• Experience successfully carrying a $1M+ quota highly desirable
• Proven success selling high-value software through complex sales cycles
• EPM, ERP, Finance, Accounting, or adjacent software sales experience strongly preferred
• Strong understanding of the CFO, Controller, Accounting, and broader Finance ecosystem
• Comfortable multi-threading and building relationships across different levels of an organization
• Proven hunter mentality with experience building new pipeline
• Track record of both landing new customers and expanding existing relationships
• Strong discovery, deal strategy, negotiation, and storytelling skills
• Technically curious and willing to develop a detailed understanding of the product
• Able to have credible conversations about Finance processes rather than relying entirely on pre-sales resources
• Strong executive presence and comfortable engaging senior Finance leadership

The Type of Person They’re Looking For

This is an earlier-stage environment, so they’re looking for someone who wants to lead from the front rather than simply follow an established sales playbook.

You’ll likely thrive here if you’re:

• Sharp, curious, and considered
• Comfortable operating with ambiguity
• Commercially driven and motivated by new business
• Technically curious
• Willing to challenge how customers currently operate
• Comfortable suggesting new approaches rather than accepting things at face valueAccountable for outcomes and willing to take ownershipExcited by the potential for AI to transform Finance and Accounting

Why Join?

This is an opportunity to join a fast-growing finance technology company at a stage where individual Account Executives can still have a significant impact on how the business sells.

Rather than simply executing an established playbook, you’ll have direct exposure to leadership, work closely with Product and Sales Engineering, and help turn what works with customers into a repeatable sales motion.

For someone with a strong Finance technology sales background who wants more ownership, exposure to AI-native technology, and the opportunity to help build rather than simply inherit, this offers an exciting next step.