Account Executive

Summary

Collective is a FinTech company seeking an experienced Account Executive. The role involves connecting with small business owners, managing a sales pipeline, and providing value-based guidance to prospects.

Responsibilities

• Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join
• Provide value and guidance to prospective members based on their unique business attributes and financial needs
• Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up. This includes calling, SMS, and email touchpoints
• Partner with Marketing and Enablement on outbound targeting and cold outreach
• Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (Setting client expectations, driving an amazing member experience)
• Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies
• Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.)

Skills

• 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience
• Consistent track record of overachieving sales quotas and targets. You're really competitive and consistently need to be at the top of your team
• High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner
• Empathic understanding of the challenges of being a small business owner
• Excellent verbal and written communication skills via phone, SMS, email, and video
• Exceptional organizational skills, data-centric approach, and attention to detail
• Proven ability to launch successful outreach or other prospecting campaigns

Qualifications

Must Haves

• 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience
• Consistent track record of overachieving sales quotas and targets. You're really competitive and consistently need to be at the top of your team
• High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner
• Empathic understanding of the challenges of being a small business owner
• Excellent verbal and written communication skills via phone, SMS, email, and video
• Exceptional organizational skills, data-centric approach, and attention to detail
• Proven ability to launch successful outreach or other prospecting campaigns

Benefits

• Remote-Friendly Environment: Flexibility to work from home while staying connected to the team
• Health & Wellness: $200 quarterly reimbursement to support your well-being
• Time Off: Flexible PTO plus 14 company holidays
• Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents
• Parental Leave: 16 weeks fully paid
• Retirement & Ownership: 401k plan plus an equity package
• Team Connection: Quarterly virtual events and an annual in-person summit