AI-Driven SMB Account Executive — Close Small-Firm Deals

present of AI; New York (NY); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Greenboard in New York City is seeking a mid-level, quota-carrying sales professional to own the full sales cycle for small financial firms, from first call to close.

A strong candidate has several years of closing software deals, built an outbound pipeline from cold outreach, and keeps forecasts and CRM records tidy without prompting. You’ll talk with founders and chief compliance officers and learn how AI-native compliance tools fit client needs.

Formación

• This role requires closing several smaller software deals.
• Candidate builds their own outbound pipeline from cold leads.
• Forecasts and CRM records are kept tidy without prompting.
• Comfort talking with founders and chief compliance officers; curious about compliance.

Responsabilidades

• Own the full sales cycle from first call to close for small financial firms.
• Maintain accurate forecasts and CRM hygiene.
• Engage with founders and chief compliance officers to address objections.

Conocimientos

Sales closing

Cold outreach

Forecasting

CRM discipline

Prospect research

Executive communication

Herramientas

Salesforce CRM

Descripción del empleo

Greenboard in New York City is seeking a mid-level, quota-carrying sales professional to own the full sales cycle for small financial firms, from first call to close.

A strong candidate has several years of closing software deals, built an outbound pipeline from cold outreach, and keeps forecasts and CRM records tidy without prompting. You’ll talk with founders and chief compliance officers and learn how AI-native compliance tools fit client needs.