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New Business Advisor (Account Executive)

New Business Advisor (Account Executive)

Collective IncSan Francisco, CA, US
9 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

About Collective :

Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork.

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google's Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft.

About the role :

Our ideal team member is an experienced sales professional with a consultative, value-based sales approach. You're exceptionally comfortable being on video and have an innate ability to connect with small business owners from all walks of life and professions. You love talking with people and have experience running a high-velocity pipeline (

What you'll do :

  • Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect's commitment to join.
  • Provide value and guidance to prospective members based on their unique business attributes and financial needs.
  • Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up. This includes calling, SMS, and email touchpoints.
  • Partner with Marketing and Enablement on outbound targeting and cold outreach.
  • Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (Setting client expectations, driving an amazing member experience)
  • Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies.
  • Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.).

What you'll bring :

  • 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience.
  • Consistent track record of overachieving sales quotas and targets. You're really competitive and consistently need to be at the top of your team.
  • High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner
  • Empathic understanding of the challenges of being a small business owner.
  • Excellent verbal and written communication skills via phone, SMS, email, and video.
  • Exceptional organizational skills, data-centric approach, and attention to detail.
  • Proven ability to launch successful outreach or other prospecting campaigns.
  • What we offer :

  • Remote-Friendly Environment : Flexibility to work from home while staying connected to the team
  • Health & Wellness : $200 quarterly reimbursement to support your well-being
  • Time Off : Flexible PTO plus 14 company holidays
  • Comprehensive Coverage : 100% medical, dental, and vision for employees; 75% coverage for dependents
  • Parental Leave : 16 weeks fully paid
  • Retirement & Ownership : 401k plan plus an equity package
  • Team Connection : Quarterly virtual events and an annual in-person summit
  • Compensation Range : $80,000 + commission
  • We provide salary ranges for each role to give you a transparent view of potential compensation. Final offers are determined based on the skills, experience, and qualifications, as demonstrated throughout the interview process.

    #LI-Remote

    Equal Employment Opportunity

    At Collective, we celebrate and support differences, knowing they make us stronger as a team and community. We are committed to building a workplace that values diverse backgrounds, perspectives, and skills. Inclusivity helps us do our best work and create the greatest impact. Collective is proud to be an equal opportunity employer.

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    Account Executive • San Francisco, CA, US

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