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IP Infusion

Account Executive – AE

IP Infusion

Account Executive responsible for pipeline development and territory ownership at OptimaFI. Generating qualified sales opportunities in fintech for community financial institutions.

Posted 5/14/2026full-timeRemote • Alabama, Arizona, Connecticut, Florida, Illinois, Kentucky, Massachusetts, Mississippi, Missouri, Montana, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact
  • Own a defined territory of prospective and existing client opportunities.
  • Consistently generate and advance qualified opportunities aligned to revenue goals.
  • Build and maintain a healthy sales pipeline.
  • Identify and research prospective clients in target markets.
  • Present OptimaFI's value proposition in early-stage conversations.
  • Deliver presentations and coordinate proposal development.
  • Maintain accurate opportunity records and pipeline updates in Salesforce.
  • Partner closely with Sales, Marketing, Product, and Customer Support.

Requirements

What you’ll need
  • 4–8 years of full-cycle closing experience.
  • A proven self-sourcer.
  • Fintech, payments, lending, or adjacent SaaS background.
  • Builder mentality.
  • Disciplined in process.
  • Low ego, high ownership.
  • Clear, confident communicator.

Benefits

Comp & perks
  • Competitive salary plus profit sharing.
  • Medical, dental and vision coverage.
  • Flexible PTO.
  • 401(k) match.
  • WFH stipend.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
full-cycle closingsales pipeline managementopportunity generationproposal development
Soft Skills
self-sourcerbuilder mentalitydisciplinedlow egohigh ownershipclear communicatorconfident communicator