Account Executive - AI-Powered Financial Solutions

FYIsoft, Inc.

$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of software sales experience in financial reporting, ERP, budgeting, analytics, or accounting software
  • Proven track record of exceeding sales quotas
  • Solid understanding of accounting, finance, and reporting processes
  • Experience with consultative selling methodologies
  • Bachelor's degree required, MBA preferred
  • Strong communication and executive presentation skills
  • Ability to generate new business opportunities with a hunter mentality

Responsibilities

  • Identify and qualify new sales opportunities in target markets
  • Manage sales cycle from outreach to contract close
  • Deliver product demonstrations and presentations to executives
  • Engage with C-level executives and finance leaders
  • Position FYIsoft's solutions versus competitors
  • Showcase business value and ROI to customers
  • Collaborate with internal teams to support sales efforts
  • Accurately track pipeline and opportunities in CRM
  • Stay updated on financial technology trends and innovations

Benefits

  • Competitive compensation package
  • Commission and bonus opportunities
  • Paid Time Off and company holidays
  • 401(k) plan with company participation
  • Comprehensive health, dental, life, and short-term disability insurance covered
  • Voluntary benefits including long-term disability and vision insurance
  • Bonus and stock option potential
Full Job Description
Location: Remote or Naples, FL

Position Overview

FYIsoft is seeking a motivated, results-oriented Account Executive with experience selling financial software solutions to finance and accounting professionals.

This role is ideal for a consultative sales professional who thrives in a fast-paced environment, enjoys engaging with executive stakeholders, and understands how AI and analytics are transforming the Office of Finance.

The Account Executive will be responsible for generating new business opportunities, managing the full sales cycle, and positioning FYIsoft's AI-powered financial solutions to prospective customers.

Key Responsibilities

  • Identify, prospect, and qualify new sales opportunities within target markets
  • Manage the full sales cycle from initial outreach through contract negotiation and close
  • Conduct compelling product demonstrations and executive presentations both virtually and in person
  • Engage effectively with C-level executives, including CFOs, CIOs, CEOs, and finance leadership teams
  • Position FYIsoft's value proposition against competitive solutions
  • Demonstrate business value and ROI for prospective customers
  • Collaborate with Marketing, Product, and Consulting teams to support sales initiatives
  • Maintain accurate pipeline activity, forecasting, and opportunity tracking within CRM systems
  • Stay informed on market trends, financial technology innovations, and AI-driven analytics solutions
  • Travel as needed for customer meetings, conferences, and industry events


Qualifications

Preferred Skills & Attributes

  • AI and technology savvy with interest in modern financial analytics platforms
  • Strong prospecting and "hunter" mentality with proven ability to generate new business
  • Excellent communication, presentation, negotiation, and closing skills
  • Highly organized, self-motivated, and results-driven
  • Strong consultative and value-based selling capabilities
  • Ability to thrive in a collaborative, entrepreneurial environment
  • Professional presence and confidence presenting to executive audiences
  • Strong prospecting skills desired

Experience & Education

  • 5+ years of successful software sales experience in one or more of the following areas:
    • Financial Reporting
    • ERP Solutions
    • Budgeting & Planning
    • Analytics / Business Intelligence
    • Accounting or Finance Software
  • Proven track record of achieving or exceeding sales quotas
  • Working knowledge of accounting, finance, and reporting processes
  • Experience with solution-based or consultative selling methodologies
  • Bachelor's degree required
  • MBA or advanced business/finance education preferred


Benefits Include:

  • Competitive compensation package
  • Commission and bonus opportunities
  • Paid Time Off and company holidays
  • 401(k) plan with company participation
  • 100% company-paid employee health, dental, life, and short-term disability insurance
  • Additional voluntary benefits including:
    • Long-term disability
    • Vision insurance
    • Critical illness coverage
    • Hospital indemnity plans
  • Bonus and stock option potential


Additional Information

Only candidates selected for further consideration will be contacted.

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