Account Executive

Relay Financial

$165K — $201K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in full sales cycle or account management, preferably in fintech or SMBs
  • Consultative sales approach with strong discovery skills
  • Experience in strategic account-based prospecting and outbound pipeline generation
  • Proficient with CRM tools such as Salesforce and AI in sales processes
  • Collaborative mindset with a passion for mentoring team members
  • Strong interpersonal skills and adaptability in a fast-paced environment

Responsibilities

  • Own the entire sales process from prospecting to closing deals
  • Advise and support business owners and accountants with expertise
  • Translate product functions into actionable business benefits for customers
  • Innovate and enhance the sales process beyond meeting quotas
  • Collaborate with internal teams like Marketing and Business Development

Benefits

  • Opportunity to impact the success of 29 million small businesses
  • Autonomy to drive projects and solutions
  • Support for career growth and compensation adjustments based on impact
  • Inclusive culture that encourages diverse backgrounds and perspectives
  • Accommodations available at any stage of the hiring process
Full Job Description
What You'll Be Doing
  • Own the full sales cycle from prospecting to close, driving new business across inbound and outbound channels and ensuring successful post-close activation
  • Become an expert in our product and industry to advise business owners and their accountants and bookkeepers in a high-trust manner while aligning their goals/objectives with our product capabilities
  • Translate product capabilities into tangible business value tailored to each customer's goals
  • Go above and beyond just delivering your quota and strategize with team members to innovate and improve the overall sales process
  • Cross-functionally work with internal departments such as Business Development, Marketing, Risk, Customer Experience, Revenue Operations, and Sales Enablement


Who You Are
  • You have 2+ years of full sales cycle experience, ideally within fintech or selling to SMBs, accountants, or bookkeepers
  • You have a consultative, discovery-led sales approach and can translate customer needs into clear business value
  • You have experience with strategic account-based prospecting and outbound pipeline generation
  • You are proficient with CRM software and other sales-related tools (e.g. Salesforce, Outreach, ZoomInfo, etc.) and are not only AI-curious but actively leverage AI to improve your prospecting efficiency, personalize outreach, and elevate your day-to-day sales effectiveness
  • You enjoy collaborating with other departments and mentoring/coaching junior team members
  • You have strong interpersonal skills, a growth mindset, and the adaptability to thrive in a fast-scaling, evolving environment

Bonus Points
  • You have experience in fintech, accounting software or a neobank
  • You have worked with SMBs in North America
  • You are proficient in Spanish


The Interview Process
  • Stage 1: A 30-minute Google Meet video call with a member of the Talent team
  • Stage 2: A 60-minute Google Meet video call with the Manager, Direct Sales
  • Stage 3: A take-home case study followed by a 60-minute Google Meet video call with our Sales team
  • Stage 4: A 45-minute Google Meet video call with a member of the Leadership team

Our Compensation Approach

We believe Relayers should feel rewarded for the impact they have on our mission and growth. Compensation follows impact. As impact increases, compensation grows, and we do not limit compensation changes to a once-a-year review cycle.

The annual on target earnings (salary + commission) range for this role is $165,000 - 201,000 OTE USD.

For candidates who demonstrate full readiness for the defined scope of the role, the typical starting salary is 183,000 OTE USD. Offers below this point reflect candidates we believe can grow into the full scope of the role with support and development. Offers above this point reflect impact that meaningfully exceeds the role's defined expectations or an expanded scope from day one.

We encourage you to have a conversation with your recruiter and ask questions about compensation throughout the hiring process. For more information on our compensation philosophy and perks and benefits, visit our Candidate Hub.

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