Strategic Account Executive - Fintech Growth, Equity, PTO

CMC Recruiting; Denver (CO); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Equity opportunities

Comprehensive medical, dental, vision,

Life insurance

401(k)

Generous PTO

Job summary

CMC Recruiting presents an Account Executive role for a fast-growing fintech company modernizing life insurance and wealth planning. You will own the full sales cycle, prospect to close, and onboard new partners, while expanding existing accounts.

Expect 200+ dials per month, demos, and education sessions with financial advisors. You will travel ~25–30% for meetings and events, with first-year earnings targets of $150,000–$200,000+ based on performance, plus equity opportunities and

Qualifications

• 2–5+ years of experience in SaaS, fintech, insurtech, or consultative B2B sales.
• Proven ability to manage a full sales cycle and close deals in a fast-paced environment.
• Strong outbound prospecting skills with high activity levels (200+ dials per month).

Responsibilities

• Own the full sales cycle from prospecting through close and onboarding.
• Build relationships with financial advisors, advisory teams, and key stakeholders.
• Drive new business acquisition through outbound outreach and relationship-building.
• Conduct demos, presentations, and educational sessions with prospective partners.
• Expand and deepen relationships within existing accounts.
• Collaborate cross-functionally with leadership, product, and advisor success teams.
• Maintain accurate pipeline management and activity tracking within the CRM.
• Stay informed on industry trends, product updates, and market opportunities.

Skills

SaaS sales

Outbound prospecting

Relationship building

Communication

Coachable

Tools

HubSpot

Dialpad

Apollo

LinkedIn Sales Navigator

Job description

CMC Recruiting presents an Account Executive role for a fast-growing fintech company modernizing life insurance and wealth planning. You will own the full sales cycle, prospect to close, and onboard new partners, while expanding existing accounts.

Expect 200+ dials per month, demos, and education sessions with financial advisors. You will travel ~25–30% for meetings and events, with first-year earnings targets of $150,000–$200,000+ based on performance, plus equity opportunities and