Account Executive

Richard Fleischman & Associates, Inc.

$70K — $100K *
Information Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Three or more years of inside sales experience in cybersecurity, IT solutions, or SaaS.
  • Experience in solution selling within Financial Services is preferred.
  • Established industry network to drive pipeline and revenue growth.
  • Proven ability to build trust and successfully close complex sales.
  • Strong organizational skills and familiarity with CRM systems (HubSpot preferred).
  • Ability to collaborate effectively within a team and maintain operational discipline.
  • Excellent communication skills for engaging with executive leadership.

Responsibilities

  • Find, engage, and close new sales prospects.
  • Convert inbound leads and expand referral networks.
  • Manage the entire sales cycle from initial discovery to finalized contracts.
  • Meet or exceed sales targets through direct and indirect sales efforts.
  • Develop scalable lead sources to enhance pipeline growth.
  • Act as a thought leader in high-value sectors.
  • Qualify sales opportunities and collaborate with technical teams to customize solutions on the AI platform.
  • Maintain accurate sales forecasts and account data in HubSpot.
  • Remain informed about industry trends in the Alternative Financial Space.
  • Attend industry events and travel as needed (up to 20%).
  • Complete necessary reporting and administrative tasks.

Benefits

  • Unique AI platform designed for easy integration with client workflows, providing real-time insights and automation.
  • Strong brand reputation built over 35 years, recognized for reliability and innovation.
  • Robust internal support across sales and technical teams to assist in closing deals.
  • Comprehensive marketing engine specifically focused on high-value segments in financial services and alternative finance.
  • Opportunity to leverage personal network for business growth, with dedicated support for connections.
  • Unlimited commission potential with transparent performance metrics and rewards.
  • Access to President's Club rewards and personalized development programs to help top performers advance their careers.
Full Job Description
Account Executive

What You'll Do

As a Account Executive, you'll develop new business by understanding clients' IT and cybersecurity needs. You will connect with decision makers, build strong relationships, and drive revenue for our AI Technology Managed Service Platform. For example, you may lead the sales cycle for a new AI, cybersecurity or IT solution targeting financial institutions, collaborating with technical teams to tailor offerings for client-specific requirements.

Responsibilities

  • Find, engage, and close new prospects
  • Convert inbound leads and grow referral networks
  • Manage the full sales cycle from discovery to contract
  • Achieve sales targets via direct and indirect efforts
  • Build scalable lead sources for pipeline growth
  • Be a thought leader in high-value sectors
  • Qualify opportunities and work with technical teams to build technology solutions on RFA's AI Technology Managed Services Platform.
  • Keep accurate forecasts and account data in HubSpot
  • Stay updated on industry trends in Alternative Financial Space
  • Attend industry events (up to 20% travel)
  • Complete required reporting and administration tasks


How We Support Your Sales Success

  • Our AI platform is uniquely designed for seamless integration with client workflows, providing real-time insights and automation that set us from other managed service providers.
  • Strong brand reputation built over 35 years, recognized for reliability and innovation in financial technology solutions.
  • Robust internal support across sales and technical teams ensures you have the resources needed to close deals and deliver solutions.
  • Comprehensive marketing engine for lead generation, tailored to reach high-value segments in financial services and alternative finance.
  • Opportunity to leverage your professional network for business growth, with dedicated support for expanding your connections.
  • Unlimited commission potential, with transparent metrics and rewards for high performance.
  • Our President's Club rewards and personalized development programs, helping top performers advance their careers and expand their influence.


Skills & Qualifications

  • Three+ years inside sales experience in cybersecurity, IT solutions, or SaaS
  • Solution selling expertise in Financial Services is a plus
  • Strong industry network for pipeline and revenue growth
  • Ability to build trust and close complex sales
  • Advanced organizational and CRM skills (HubSpot preferred)
  • Team collaboration and operational discipline
  • Effective communication with executive leadership


$70,000 - $100,000 a year

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