Account Executive - Fintech SaaS, Advisor Growth & Equity

Claire Myers Consulting; Denver (CO); Presencial; USD 85.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity opportunity

Comprehensive benefits (medical, dent,

401(k)

Generous PTO

Descripción de la vacante

Claire Myers Consulting seeks an Account Executive to drive growth for a fast-growing fintech platform serving advisors and policyholders nationwide. You will own the full sales cycle from outbound prospecting to onboarding and expansion.

The role requires experience in SaaS/fintech sales, strong outbound skills, and the ability to navigate complex organizations. Travel ~25–30% is expected as part of the strategy.

Formación

• 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 with high activity levels.
• Excellent verbal and written communication skills for diverse audiences.
• Experience with sales methodologies (MEDDIC, BANT, SPICED).
• Proficiency with modern SaaS sales tools (HubSpot, Dialpad, Apollo, LinkedIn Sales Navigator).
• Strong organizational skills with multi-priority management.
• Data-driven CRM and pipeline discipline; coachable and self-motivated.

Responsabilidades

• 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.
• Conduct demos, presentations, and educational sessions with prospective partners.
• Expand and deepen relationships within existing accounts.
• Multi-thread relationships to increase platform adoption.
• Collaborate with leadership, product, and advisor success teams.
• Maintain accurate pipeline management and CRM activity.
• Stay informed on industry trends, product updates, and market opportunities.

Conocimientos

SaaS sales

Fintech/Insurtech

Consultative selling

Outbound prospecting

Full sales cycle

Demos/presentations

CRM proficiency

Travel ability

Herramientas

HubSpot

Dialpad

Apollo

LinkedIn Sales Navigator

Descripción del empleo

Claire Myers Consulting seeks an Account Executive to drive growth for a fast-growing fintech platform serving advisors and policyholders nationwide. You will own the full sales cycle from outbound prospecting to onboarding and expansion.

The role requires experience in SaaS/fintech sales, strong outbound skills, and the ability to navigate complex organizations. Travel ~25–30% is expected as part of the strategy.