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Account Executive
Flexi SoftwareAccount Executive responsible for new business development in insurance and financial services. Managing pipeline, leading discussions with executives, and collaborating with marketing and solutions teams.
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 3+ years of full-cycle B2B software sales experience, with a consistent record of quota attainment
- Experience selling into finance or accounting buyers (CFO, Controller, VP Finance) required
- Background in ERP, accounting software, or financial technology strongly preferred; insurance industry experience is a significant 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
- Strong discovery and qualification skills; comfortable holding the room in executive level conversations
- Ability to self source pipeline through prospecting, networking, and referrals, not just inbound lead follow-up
- Familiarity with MEDDPICC or a comparable structured sales methodology is a plus
Benefits
Comp & perks- paid holidays and paid time off
- 401(k) Plan with company participation
- health and dental insurance
- life and disability insurance
- vision discount plan
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Full-Cycle SalesDeal ProgressionContract NegotiationForecastingProspectingQualification SkillsSales Process ManagementCustomer-Specific DemonstrationsMulti-Touch ProspectingSales Quota Attainment
Soft Skills
Strong CommunicationExecutive Level EngagementCollaborationNetworkingSelf-Motivation