Pliancy

Account Executive

• Drive pipeline growth by identifying and engaging prospective clients across finance (VC/PE) and high-growth technology and life science startups.
• Build and maintain lead lists, track outreach in HubSpot/CRM, and manage follow-ups diligently.
• Conduct initial discovery calls and qualification conversations with prospective clients.
• Support proposal creation, pricing coordination, and presentation prep for senior AEs and leadership, while being willing to take closing calls when others are not available.
• Attend West Coast industry events, client meetings, conferences, and networking sessions on behalf of Pliancy.
• Manage inbound inquiries and route qualified leads to the appropriate team members.
• Maintain accurate, timely pipeline documentation and reporting.
• Learn Pliancy’s value proposition, service offerings, and sales methodology to confidently represent the brand.
• Collaborate with delivery teams to ensure a seamless hand-off from sale to onboarding.
• Demonstrate steady progression in sales ownership, taking on larger opportunities and deeper client relationships as experience grows

Junior Account Executive