Account Executive: FinTech SaaS for Financial Advisors (Equity)

FINNY; New York (NY); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive salary

Commission and equity

Medical, dental, and vision insurance

Flexible paid time off

401(k)

Food and meals provided

Team offsites and events

Job summary

A fintech growth platform in New York is seeking an Account Executive to own the entire sales cycle from discovery to close. The role requires 3–5 years of B2B SaaS or fintech sales experience, particularly selling to financial advisors. The ideal candidate must demonstrate strong presentation skills and familiarity with sales tools like HubSpot. FINNY offers a competitive salary, commission, equity, and various benefits including medical insurance and flexible paid time off.

Qualifications

• 3–5 years of B2B sales experience with a proven record.
• Familiar with managing multiple sales deals monthly.
• Deep understanding of sales processes.

Responsibilities

• Own and manage the full sales cycle from discovery to close.
• Collaborate with BDRs to convert sales opportunities.
• Deliver product demos and articulate product ROI.

Skills

Full-cycle B2B SaaS or fintech sales experience

High-volume, high-velocity sales experience

Excellent presentation skills

Sales process management

Proficiency with sales tools

Collaborative mindset

Tools

Attio

HubSpot

Outreach.io

LinkedIn Navigator

Job description

A fintech growth platform in New York is seeking an Account Executive to own the entire sales cycle from discovery to close. The role requires 3–5 years of B2B SaaS or fintech sales experience, particularly selling to financial advisors. The ideal candidate must demonstrate strong presentation skills and familiarity with sales tools like HubSpot. FINNY offers a competitive salary, commission, equity, and various benefits including medical insurance and flexible paid time off.