Mid-Market Account Executive – Fintech

Jeeves

Mid-Market Account Executive responsible for driving sales at Jeeves, a fintech platform offering corporate cards and spend management. Collaborating with teams to grow client base and enhance services.

Posted 7/24/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B sales and business development, particularly within the SaaS and Financial Services sectors. Proven ability to manage the full sales cycle, leverage CRM tools, and employ effective sales methodologies to drive revenue growth and client satisfaction.

Highest-signal resume keywords

B2B Sales ExperienceCRM Software ProficiencySales Methodologies ExpertiseNegotiation SkillsExecutive Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Cycle ManagementLead GenerationProspectingObjection HandlingClosing DealsRevenue GrowthSales Target AchievementConsultative SalesPipeline StrategyClient Relationship Management

Soft Skills

Professional PresentationCommunication SkillsCollaborationClient Experience FocusFeedback Delivery

Tools & Technologies

SalesforceHubspotPipedriveAI Tools

Industry Keywords

SaaSFinancial ServicesBusiness DevelopmentMid-Sized BusinessesVenture-Backed Startups

About the role

Key responsibilities & impact

Acquire high-quality new clients through efficient outbound strategies (Hunting) + cross-sell & upsell existing clients by providing top-notch consultative sales.
Identify business opportunities targeting mid- to large-sized businesses, and later-stage venture-backed startups; consistently meet and exceed sales targets and deliver revenue growth as an individual contributor.
Manage full sales cycle and executive effective pipeline strategy: lead generation, prospecting, qualifying, discovery, objection handling, development, negotiating, and closing.
Provide timely, detailed, and actionable feedback to management. product and engineering teams to constantly improve Jeeves’ platform features and financial services offerings.
Collaborate with marketing and customer success to develop your own materials and increase conversion rates
Build an effortless and value-driven client experience while working directly with a versatile portfolio of business owners to help support their financial goals
Work with our Country & Regional Managers to develop, track, and exceed quota targets.
Build an effortless and value-driven client experience while working directly with a versatile portfolio of business owners to help support their financial goals

Requirements

What you’ll need

6+ years of experience in sales B2B or business development (SAAS or Financial Services)
An existing network of transferable B2B relationships preferably with mid- to large-sized businesses is a must
Demonstrated ability to garner attention, present professionally, and communicate at all levels of an organization - focus on CFOs, Partners, and Business Owners
Successful track record of consistently meeting or exceeding sales targets
Keen interest in developing a career in a high-performing Sales team and learning the inputs of a sales machine; willingness to put in the work necessary to be successful
Hands-on experience using CRM software (ex. Salesforce, Hubspot or Pipedrive) and AI tools.
Expertise in sales methodologies — MEDDPICC, SPIN, Challenger, or similar — and demonstrated ability to embed them into how a team operates day-to-day. You have a point of view on qualification and you enforce it.
Demonstrated success negotiating and closing complex, high-impact deals with C-level executives (CFOs, founders, partners).
Strong executive communication and presentation skills, with the ability to articulate value to financial decision-makers.

Benefits

Comp & perks

Competitive salary
Flexible working hours
Professional development budget
Home office setup allowance
Global team events