Senior Account Executive

Egreenservices; Durham (NC); On-site; USD 79,000 - 121,000; Part time

Job summary

Financial Planning Plus in Durham, NC is seeking a Senior Account Executive to shape strategy and drive execution. The role blends strategic thinking with hands-on selling, targeting local markets and building lasting customer relationships.

Expect a compensation range of $79,000 to $121,000 per year with flexible, part-time options. You will manage weekly cadences, CRM records, and partnerships, while turning webinar attendees into demos and expanding referral networks.

Qualifications

• Curiosity to read docs before asking.
• Strong multitasking ability without sacrificing quality.
• Financial Planning Plus mindset: scrappy today, scalable tomorrow.
• A knack for Negotiation that colleagues rely on.
• Working understanding of Salesforce and Written Communication in real-world settings.

Responsibilities

• Set the weekly cadence that keeps Financial Planning Plus reps accountable.
• Maintain accurate records in the CRM and forecast monthly bookings.
• Pitch Financial Planning Plus at $79,000 - $121,000 value confidently.
• Convert webinar attendees into sales marketing demos within 48 hours.
• Cultivate referral channels and strategic partnerships in Durham.
• Qualify inbound leads and route them through the sales funnel efficiently.

Skills

Curiosity

Multitasking

Negotiation

Written communication

Tools

Salesforce

Job description

Help Financial Planning Plus reach new markets in NC as a Senior Account Executive responsible for both strategy and execution. Everything about this Senior Account Executive post says trust — $79,000 - $121,000, part-time flexibility, and 5 years rewarded with real say.

Key Responsibilities

• Set the weekly cadence that keeps Financial Planning Plus reps accountable
• Maintain accurate records in the CRM and forecast monthly bookings
• Pitch Financial Planning Plus at $79,000 - $121,000 value without apologizing for the price
• Convert webinar attendees into sales marketing demos within 48 hours
• Cultivate referral channels and strategic partnerships in Durham
• Qualify inbound leads and route them through the sales funnel efficiently

What You'll Bring

• The kind of curiosity that reads the docs before asking
• Strong multitasking ability without sacrificing quality
• A Financial Planning Plus mindset: scrappy today, scalable tomorrow
• A knack for Negotiation that colleagues quietly come to rely on
• Working understanding of both Salesforce and Written Communication in real-world settings

Financial Planning Plus doesn't sell sales marketing so much as guarantee it, an endlessly-iterating distinction the Durham, NC team takes personally. We onboard you to the sales marketing mission first and the Gong tooling second, in that order.

Your compensation opens at $79,000 - $121,000, your mentor is waiting, your benefits are ready, and your hours are yours to flex.

We are actively sourcing fast-growing professionals for this senior role right now.

The candidates who apply early at Financial Planning Plus are the ones we remember, so be early.