Monterey Fintech Inbound Account Executive (Contract→Perm)

Eqvista Inc.; Monterey (CA); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Performance-based incentives

Employee Stock Ownership Plan

Competitive hourly or contract rate

Job summary

A leading equity management firm is seeking an Inbound Account Executive to manage high-intent inbound leads, convert prospects, and work closely with senior leadership in Monterey, CA. This contract-to-permanent role is ideal for motivated professionals looking to thrive in a collaborative, high-expectation environment. Candidates should have experience in sales, be detail-oriented, and possess a strong communication ability. Competitive compensation includes performance-based incentives and opportunities for growth.

Qualifications

• 1–3+ years in SDR, including inbound and outbound sales.
• Experience qualifying inbound leads in B2B.
• Familiarity with the public stock market and mechanics of equity is a plus.

Responsibilities

• Qualify and convert high-intent inbound leads.
• Support the sales team throughout the deal cycle.
• Communicate professionally with founders and executives.
• Negotiate and close deals on the spot.

Skills

Strong communication

Highly organized

Detail-oriented

Motivated

Fast-paced environment

Education

Finance education

Background in finance, accounting, business, or economics

Tools

CRM - HubSpot

LinkedIn Sales Navigator

Apollo

Job description

A leading equity management firm is seeking an Inbound Account Executive to manage high-intent inbound leads, convert prospects, and work closely with senior leadership in Monterey, CA. This contract-to-permanent role is ideal for motivated professionals looking to thrive in a collaborative, high-expectation environment. Candidates should have experience in sales, be detail-oriented, and possess a strong communication ability. Competitive compensation includes performance-based incentives and opportunities for growth.