Senior Account Executive (AE)

Infusion Marketing; United States; Remote; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Flexible PTO

401(k) match

Work-from-home stipend

Job summary

OptimaFI is seeking a senior software sales professional in the United States to accelerate software revenue by creating pipelines, growing relationships, and closing business with banks and credit unions. You own the territory, conduct discovery, and push opportunities through procurement with strong cross-functional support.

You will hunt for new logos and expand within existing accounts, delivering clear next steps, and maintaining accurate forecasts in Salesforce.

Qualifications

• You’ve carried real software sales numbers with quota attainment.
• You are a hunter who sources own pipeline and closes deals.
• Experience selling to financial institutions or regulated B2B is a plus.
• You can own a complex sale from discovery to close with cross-functional support.

Responsibilities

• Create the pipeline through prospecting, referrals, and existing clients.
• Own the territory and grow software revenue across new and current OptimaFI clients.
• Run strong discovery to map needs to solutions and manage procurement steps.
• Move deals forward with clear next steps and maintain momentum.
• Maintain accurate forecast with buyer contacts, timing, and close dates.
• Identify service opportunities and hand to the right team with context.
• Record opportunity outcomes to improve selling and demoing effectiveness.

Skills

Proven software sales track record

Hunter mentality

Quota attainment experience

Complex sales leadership

Portfolio selling

SFDC/Salesforce proficiency

Tools

Salesforce

Job description

The Opportunity

OptimaFIalready serves a meaningful share of the community financial institution market across software and services. This role is about accelerating software revenue with an experienced seller who can createpipelines, grow existing relationships, and close business across theportfolio. Youown the territory and the workrequiredto make it productive.

You will sell to banks and credit unions where reputationmatters,and the market is finite. That means relevant outreach, strong discovery, and disciplined follow-through. Find the right institution, understand the need, connect it to the right solution, and keep the deal moving.

Key Responsibilities

• Create the pipeline. Prospect through account research, direct outreach, relationships, referrals, events, and the existing client base. Be able to show what you personally created.
• Own the territory. Build software revenue across bothnet-newinstitutions and currentOptimaFIclients. Know where the best opportunities are and why.
• Run strong discovery. Understand the institution’s statedneeds, connect it to the right solution, and know when to bring in a technical specialist.
• Move the deal. Set clear next steps,maintainmomentum, navigate objections and procurement, and carry qualified opportunities through close.
• Keep the forecast real. Maintainaccuratestages, buyer contacts, timing, next steps, and close dates in Salesforce. Requalify or close what is not moving.
• Open doors for services. Identifyqualified service needs and hand them to the right Services seller with thebuyerneed, context, and next step intact.
• Help us learn. Record why opportunities advanced, stalled,were won, orwere lost. Patterns should improve how we sell, demo, position, and build.

Required Qualifications

• You’ve carried a real software sales number. You can walk us through quota, attainment, average deal size, sales cycle, and what you personally sourced .
• You’re a hunter. You have createdmeaningfulpipelinewithout relying primarily on SDRs, BDRs, or Marketing to handyouopportunities.
• You’ve done both. New-logoselling and expansion inside existing accounts. This is not an account-management-only seat.
• You can own a complex sale. Youleaddiscovery and the buyer relationship, use specialists for depth, and do not disappear when the conversation gets technical.
• You can learn a portfolio. You are comfortable selling more than one product and translating technical or financial concepts into a clear business conversation.
• You’ve sold into a market where trust matters. You understand that disciplined, relevant outreach beats noise.

Preferred Qualifications:

• Financial institution experience. Community banking, credit unions, fintech, financial software, payments, credit risk, finance, or another regulated B2B environment will help you ramp faster.
• Experience in change. You have sold in a startup, scale-up, PE-backed, or evolving company where the process and support structure were not fully built for you.

You’llThrive in This Role If You:

• Create your own momentum. You do not wait for perfect leads, perfect tools, or perfect timing.
• Ask good questions before pitching. You care more about relevance than reciting features.
• Own the next step. You make it easy for buyers and internal partners to know what happens next.
• Use experts well. You know when to bring in Solutions Consulting / Sales Engineering without handing away ownership of the deal.
• Say what is happening. You communicate clearly when an opportunity is real, stuck, or unlikely to close.

Why OptimaFI

• A meaningful market to sell into. OptimaFIhas an establishedfinancial-institutionclient base and a broader software portfolio we are actively bringing to market.
• Real ownership. This is a senior territory role with room to hunt, expand relationships, and shape how we sell.
• Strong specialist support. You will have access to Solutions Consulting / Sales Engineering, Product, and banking SMEs without losing ownership of the sale.
• A remote environment. We trust adults to do excellent work and expect clear ownership, transparency, and follow-through.
• Benefits. Medical, dental, and vision coverage; Flexible PTO; a 401(k) match; and a work-from-home stipend.

The annual base salary range for this role is $80,000 to $105,000. This position is also eligible for commission-based compensation. At target performance, the anticipated on-target earnings (OTE) range is $145,000 to $175,000 annually , inclusive of base salary and target commission earnings.

We are committed to equitable and transparent compensation practices. Our ranges are informed by market data and reflect the dynamic nature of today’s labor market. Final compensation will be determined based on factors such as experience, skills and location.

*Eligible Remote Locations: AL, AR, AZ, CA, CT, FL, GA, IL, KY, MA, MI, MN, MO, MS, NC, OH, OR, PA, TN, TX, VA, and WI