Account Executive – AE
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Job Description
Account Executive responsible for pipeline development and territory ownership at OptimaFI. Generating qualified sales opportunities in fintech for community financial institutions.
Responsibilities:
- Own a defined territory of prospective and existing client opportunities.
- Consistently generate and advance qualified opportunities aligned to revenue goals.
- Build and maintain a healthy sales pipeline.
- Identify and research prospective clients in target markets.
- Present OptimaFI's value proposition in early-stage conversations.
- Deliver presentations and coordinate proposal development.
- Maintain accurate opportunity records and pipeline updates in Salesforce.
- Partner closely with Sales, Marketing, Product, and Customer Support.
Requirements:
- 4–8 years of full-cycle closing experience.
- A proven self-sourcer.
- Fintech, payments, lending, or adjacent SaaS background.
- Builder mentality.
- Disciplined in process.
- Low ego, high ownership.
- Clear, confident communicator.
Benefits:
- Competitive salary plus profit sharing.
- Medical, dental and vision coverage.
- Flexible PTO.
- 401(k) match.
- WFH stipend.
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