Equity Sales Associate (Series 7, 63)

Equitybee; Palo Alto (CA); Híbrido; USD 120.000 - 160.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work environment

Comprehensive medical/dental/vision覆盖

Descripción de la vacante

Equitybee is seeking a seasoned Sales professional to own the full cycle for startup equity funding solutions in a hybrid Palo Alto office (3 days onsite per week).

You will build trusted relationships with startup employees, articulate ROI, structure deals, and manage a robust pipeline to exceed quarterly targets. Collaborate with marketing, product, and investor relations to drive outcomes while delivering an exceptional customer experience.

Formación

• 4+ years of sales experience, preferably in financial products or services.
• FINRA Series 7 and Series 63 licenses required (renewal sponsorship available).
• Proven ability to meet or exceed sales targets.
• Strong written and verbal communication skills.
• Experience building and managing a sales pipeline.

Responsabilidades

• Develop expertise in EquityBee's products, messaging, and sales approach.
• Serve as the primary contact for startup employees, building strong and trusted relationships.
• Own full sales cycle from outreach to close.
• Communicate ROI of EquityBee's offerings to prospects.
• Negotiate pricing and contract terms to close deals.
• Build and manage a high-quality pipeline to exceed targets.
• Identify opportunities via inbound/outbound networks.
• Represent EquityBee in meetings, demos, events, and initiatives.
• Partner with Marketing, Product, Investor Relations to drive results.
• Ensure strong customer experience and timely issue resolution.
• Maintain accurate CRM records.

Conocimientos

Sales experience

Negotiation

Pipeline management

Cross-functional collaboration

Communication

Financial products knowledge

Herramientas

CRM systems

Sales demos

Descripción del empleo

This salary range is based on a hybrid role in our Palo Alto office (3 days onsite per week)

Equitybee

The employee stock options system is broken. While receiving stock options should be a life-changing opportunity for employees, many just can't afford to exercise them. Equitybee is here to fix this problem by helping startup employees fund their options and take ownership of their hard-earned shares. If you love startups, and are hungry for success, this position is the right fit for you. What's better than helping fellow startup builders participate in the success of the companies they worked so hard to build? www.equitybee.com

About the Role

• Develop deep expertise in EquityBee's products, messaging, and unique sales approach
• Serve as the primary point of contact for startup employees, building strong and trusted relationships
• Understand start-up employee goals and align them with EquityBee's solutions
• Own the full sales cycle, from initial outreach through deal structuring, negotiation, and close
• Clearly communicate the value and ROI of EquityBee's offerings to prospective customers
• Negotiate pricing and contractual terms as required to close the sale.
• Build and manage a high-quality pipeline to consistently exceed quarterly and annual targets
• Identify and qualify new opportunities through inbound leads, outbound prospecting, and existing networks
• Represent EquityBee through meetings, product demos, events, and targeted account initiatives
• Partner cross-functionally with Marketing, Product, and Investor Relations to drive results
• Ensure a strong customer experience, including timely resolution of any service-related issues
• Maintain accurate and organized records in CRM systems

About you

• 4+ years of sales experience, preferably in financial products or services
• Solid understanding of investment and equity fundamentals, with the ability to quickly build deep product knowledge
• FINRA Series 7 and Series 63 licenses required (renewal sponsorship available as needed)
• Proven track record of meeting or exceeding sales targets
• Strong ability to simplify and communicate complex concepts
• Excellent written and verbal communication skills
• Strong time management and prioritization skills with a focus on driving revenue outcomes
• Ability to thrive in a fast-paced, evolving environment
• Highly collaborative, with the ability to work both independently and cross-functionally
• High level of professionalism, attention to detail, and accountability
• Positive attitude and strong work ethic
• Hybrid work environment (Palo Alto office, 3 days onsite per week)
• Comprehensive medical (HMO/PPO), dental, and vision coverage