New Business Advisor, Account Executive

Collective

full-time

Posted on: 9/24/2025

Origin: • 🇺🇸 United States

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💰 $80,000 per year

JuniorMid-Level

About the role

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.).

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
Consultative, value-based sales approach; comfortable on video and connecting with small business owners
Experience running a high-velocity pipeline (<7 days from call to close)
Ability to translate complex business and financial constructs clearly and accurately
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