Account Executive (Fintech Sales)

Great Gray Group; Boston (MA); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Competitive compensation package

Group medical, dental and vision insurance

Employer-paid life and disability insurance

Annual well-being stipend

401(k) plan with employer contribution model

Job summary

Medium is looking for an Account Executive to join the RPAG team. In this role, you will own the full sales cycle, from developing leads through outbound and inbound channels to closing deals, while ensuring strong long-term client relationships. The position offers a hybrid work model with opportunities as well as competitive compensation and benefits.

The ideal candidate should have a strong sales background in financial services, effective communication skills, and the ability to thrive in fast-paced environments. Apply now to join a growing team!

Qualifications

• Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services.
• Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.
• Strong discovery, communication, and presentation skills with the ability to influence decision-makers.
• Experience with CRM platforms such as Salesforce and familiarity with sales engagement tools.
• Knowledge of the retirement or financial services industry is a plus.
• Strong organizational skills and attention to detail.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Entrepreneurial mindset to bring best practice ideas to the team.

Responsibilities

• Own the full sales cycle—from prospecting and initial outreach to close.
• Develop and execute outbound prospecting strategies to build a strong pipeline.
• Respond to and qualify inbound leads with tailored discovery conversations.
• Clearly communicate the value of RPAG’s platform to stakeholders.
• Manage and maintain accurate CRM records of activities and forecasts.
• Partner with marketing on targeted campaigns and insights.
• Engage with leads from webinars, events, and partner channels.
• Provide feedback on market trends and overall pipeline health.
• Conduct market research and develop tailored outreach strategies.
• Represent RPAG and Great Gray professionally in meetings and events.

Job description

The Role

Great Gray is looking to add an Account Executive to our RPAG team. The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network. They will drive revenue by leading discovery, managing deals to close, and partnering with internal teams to ensure a seamless handoff and strong long‑term client relationships.

Location

This position will work from our Las Vegas, NV or Boston, MA offices. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.

Visa Sponsorship

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

Responsibilities

• Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.
• Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.
• Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.
• Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision‑makers.
• Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.
• Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow‑up strategies.
• Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.
• Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.
• Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.
• Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.
• Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long‑term client satisfaction.

Qualifications & Experience

• Bachelor’s degree and 2–5 years of quota‑carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.
• Proven track record of meeting or exceeding sales targets in a consultative, solution‑based selling environment.
• Strong discovery, communication, and presentation skills with the ability to influence decision‑makers.
• Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.
• Knowledge of the retirement or financial services industry is a plus.
• Strong organizational skills and attention to detail.
• Ability to thrive in a fast‑paced, dynamic environment and manage multiple priorities effectively.
• Comfortable navigating ambiguity.
• Entrepreneurial mindset to bring best practice ideas to the team.
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results‑Driven, Collaborative.

Base Pay Range*

$85,000–$125,000

*This base pay range is subject to change and may be modified in the future. The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting. Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands. Our pay‑for‑performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.

Benefits

• Competitive compensation package
• Group medical, dental and vision insurance
• Employer‑paid life and disability insurance
• Annual well‑being stipend
• Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement

Equal Employment Opportunity Policy

Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non‑merit factor.

Accommodation Statement

Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: [e-mail].