FinTech Account Executive - Demos, Growth & Equity

Range; Bellevue (WA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

100% employer-covered medical insurance

401(k) retirement savings program

Paid Time Off

Comprehensive parental leave policy

Select meals covered throughout the week

Monthly movement stipend

Early exercise eligibility for equity

Annual compensation reviews

Boomerang Program for entrepreneurial opportunities

Job summary

A financial services company is seeking a motivated Account Executive in Bellevue, WA, to build trust with potential members by showcasing their integrated platform. Responsibilities include hosting demo presentations, managing sales pipelines, and developing strong client relationships. Candidates should have at least 5 years in sales, preferably in FinTech or WealthTech, with strong communication skills. The role offers competitive benefits including health coverage, 401(k), and professional development opportunities.

Responsibilities

• Host demo presentations with potential members.
• Build and maintain strong client relationships.
• Meet or exceed monthly sales targets.
• Manage and maintain a healthy sales pipeline and deal status.
• Develop a deep understanding of products and services.
• Stay updated on industry trends.

Skills

5+ years in direct sales capacity

Energetic and outgoing demeanor

Excellent verbal and written communication skills

Experience selling to consumers

Experience selling a SaaS product

Experience in FinTech or WealthTech

SIE, Series 7, Series 65, Series 66, CFP or similar designation

Education

Bachelor’s degree or equivalent experience

Job description

A financial services company is seeking a motivated Account Executive in Bellevue, WA, to build trust with potential members by showcasing their integrated platform. Responsibilities include hosting demo presentations, managing sales pipelines, and developing strong client relationships. Candidates should have at least 5 years in sales, preferably in FinTech or WealthTech, with strong communication skills. The role offers competitive benefits including health coverage, 401(k), and professional development opportunities.