Account Executive

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💎 Seniority level: Executive, 2+ years

📍 Location: United States, Canada

🔍 Industry: Fintech, Accounting

🏢 Company: Puzzle.io

🗣️ Languages: English

⏳ Experience: 2+ years

🪄 Skills: Data AnalysisSalesforceFinancial ManagementCommunication SkillsRESTful APIsAccountingPresentation skillsWritten communicationProblem-solving skillsAccount ManagementNegotiation skillsReportingClient relationship managementBudgetingCross-functional collaborationSales experienceMarket ResearchLead GenerationCRMFinancial analysisCustomer supportCustomer SuccessSaaS

Requirements:

2+ years experience as an Account Executive in SaaS sales (preferably in fintech or accounting) in high-velocity, transactional or product-led growth environments, with a proven record of meeting or exceeding quota.
Ability to thrive in a fast-paced environment, while working cross-functionally and taking on substantial ownership.
Skilled in handling high call volumes of 40+ calls/day and engaging effectively with potential customers over calls, emails, and demos.
Ability to optimize and adapt sales approaches, with a focus on repeatable processes and results.
Able to clearly articulate product benefits, build rapport, and handle customer objections professionally.
Experience with CRM (Salesforce or Hubspot) and other sales technology tools like sequencing platforms (Apollo, Outreach, etc.)

Responsibilities:

Own and manage a high velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel.
Manage the full sales cycle—from prospecting, to qualification, to close—ensuring a seamless customer journey and handoff to Customer Success.
Understand customer pain points and communicate Puzzle.io’s value, particularly to startup founders and small businesses with limited accounting expertise.
Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders.
Work cross-functionally with all GTM teams, including Product and Growth Marketing, Customer Success, and Partnerships, to align strategies and develop and execute revenue growth initiatives.

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