Account Executive

• Build a pipeline from scratch through outbound campaigns, partnerships, and industry events. Target finance leaders and business owners at small to mid-sized companies.
• Create tailored pitch decks, one-pagers, ROI calculators, and case studies (with marketing/design support) to enable repeatable, scalable sales motions.
• Lead discovery, needs analysis, solution demos, contract negotiations, and deal closure. Consistently exceed monthly/quarterly quotas.
• Become a trusted advisor on AP/AR workflows, cash flow management, and payment optimization. Confidently discuss financial concepts with CFOs, controllers, and business owners.
• Partner with operations and product teams to ensure smooth handoffs, onboarding, and early-stage adoption. Drive initial success that leads to expansion.
• Translate customer feedback into actionable insights. Influence product roadmap and marketing positioning.
• Establish repeatable sales processes, CRM hygiene, activity metrics, and best practices for future AEs.
• Work hand-in-hand with product, operations, and leadership to refine pricing, packaging, and messaging.

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