Senior Account Executive, Insurance & FS SaaS

Flexi Software; Atlanta (GA); Hybrid; USD 80,000 - 140,000; Full time

Benefits offered by this job

Paid holidays

Paid time off

401(k) plan

Health insurance

Dental insurance

Life insurance

Disability insurance

Vision discount

Job summary

Flexi Software in Atlanta is seeking an Account Executive to own new business development within the insurance and financial services markets. This hybrid role involves 2-3 days in the office, owning a focused book of named accounts from first contact through close and delivering repeatable pipeline in a complex, consultative selling environment.

You will partner with solutions, marketing and leadership to craft customer-specific product demonstrations, drive MEDDPICC-based deals, and maintain

Qualifications

• 3+ years of full-cycle B2B software sales experience.
• Experience selling into finance or accounting buyers (CFO, Controller, VP Finance).
• Background in ERP, accounting software, or financial technology; insurance industry experience is a plus.
• Demonstrated ability to manage 3 to 6 month deal cycles with multiple stakeholders and technical evaluation components.
• Proficiency in Salesforce CRM; disciplined in pipeline management and forecasting.
• Familiarity with MEDDPICC or a comparable structured sales methodology is a plus.
• Ability to self source pipeline through prospecting, networking, and referrals, not just inbound lead follow-up.

Responsibilities

• Own a named territory where you will build and manage a pipeline of qualified opportunities from first contact through closed-won.
• Execute a disciplined, multi-touch prospecting motion across cold outreach, referrals, industry events, and inbound lead follow-up.
• Lead discovery conversations with CFOs, Controllers, and finance operations leaders to uncover accounting pain, business fit, and competitive landscape.
• Partner with the solutions team to design and deliver compelling, customer-specific product demonstrations.
• Manage deal progression through a structured sales process (MEDDPICC or equivalent); maintain accurate and up-to-date Salesforce hygiene throughout.
• Drive contract and pricing negotiations through close, working with legal and leadership on MSAs and SOWs as needed.
• Collaborate with marketing on campaign feedback, content needs, and event strategy for the insurance vertical.
• Represent Flexi at industry conferences.
• Provide accurate monthly and quarterly pipeline forecasting to sales leadership.

Skills

B2B software sales

Quota attainment

Prospecting

Executive communication

Tools

Salesforce CRM

Job description

Flexi Software in Atlanta is seeking an Account Executive to own new business development within the insurance and financial services markets. This hybrid role involves 2-3 days in the office, owning a focused book of named accounts from first contact through close and delivering repeatable pipeline in a complex, consultative selling environment.

You will partner with solutions, marketing and leadership to craft customer-specific product demonstrations, drive MEDDPICC-based deals, and maintain