SMB Account Executive

A company is looking for an Account Executive (AE) - Copy.

Key Responsibilities

Open, manage, and close B2B software deals while building a pipeline of sales opportunities

Manage CRM pipeline with organization and leverage AI-enabled sales technology

Collaborate with financial advisor customers to maintain category leadership and enhance team performance

Required Qualifications

Proven success in prospecting and selling software products

Experience as a top-performing Account Executive

Ability to thrive in an early-stage tech environment

Familiarity with AI tools in sales processes

Strong motivation and competitive spirit