Account Executive
Transfr
Account Executive
Zocks | AI for Advisors
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
JuniorMid-Level
About the role
- Take qualified opportunities from SDRs and guide them through the sales cycle.
- Run engaging, tailored product demos.
- Handle objections with confidence and professionalism.
- Manage CRM records with detailed notes and accurate pipeline tracking.
- Negotiate and close deals to meet and exceed monthly quotas.
- Build and maintain strong client relationships post-sale, ensuring satisfaction and identifying upsell opportunities.
- Provide feedback to improve sales playbooks and processes.
Requirements
- 2+ years in Financial Services or SaaS sales (closing role preferred).
- Familiarity with the challenges of financial advisors or fintech professionals
- Strongdemo, presentation, and negotiation skills.
- Proven ability to hit or exceed quotas.
- Comfortable in a high-growth, dynamic environment.
- Must be authorized to work in the United States.
- Selected candidate will be subject to background and reference checks as part of onboarding.
