SMB Account Executive

Job Summary

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