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Account Executive – AE
IP InfusionAccount 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
✓ 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 closingsales pipeline managementopportunity generationproposal development
Soft Skills
self-sourcerbuilder mentalitydisciplinedlow egohigh ownershipclear communicatorconfident communicator