Hybrid Equity Sales Associate (Series 7/63) - Startup Options

EquityBee Inc.; Palo Alto (CA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work environment

Comprehensive medical/dental/vision覆盖

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Sales experience

Negotiation

Pipeline management

Cross-functional collaboration

Communication

Financial products knowledge

Tools

CRM systems

Sales demos

Job description

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.