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Account Executive
Sofi at Work
Confirmed live in the last 24 hours
San Francisco, CA, USA • Cottonwood Heights, UT, USA
Experience Level
Desired Skills
Cold Calling
Lead Generation
  • BA/BS degree
  • 3+ years of experience in a B2B-focused sales role, primarily within the industry of HR, corporate benefits, and/or financial products, as an outward facing representative of the company
  • Experience engaging and influencing C-level executives
  • Ability to work independently as a self-starter and thrive in a fast-paced environment
  • Direct experience selling to large organizations
  • Consistent record of exceeding targets and key performance metrics
  • Excellent presentation and communication skills, with the ability to effectively articulate information to target audiences
  • Strong consultative and negotiation selling capabilities
  • Business acumen, can articulate the value of our services to new clients
  • Intellectually curious; a fast learner with growth mentality
  • Good judgment in evaluating opportunities and strong follow through
  • Generate new business by prospecting new employer clients in your territory, including lead generation, cold calling and meeting with senior level buyers/decision-makers such as CHROs, Head of Benefits, Total Rewards, Compensation, and Recruiting. Proactively identify potential SoFi at Work opportunities
  • Consult and act as a supportive liaison with your clients
  • Prepare and deliver sales presentations to clients in a professional and effective manner
  • Build relationships with key client gatekeepers including benefit brokers and consultants
  • Represent SoFi at Work at trade shows, events, and partner presentations
  • Meet established metrics and goals on a quarterly basis

1,001-5,000 employees

Lender and financial services provider
Company Overview
SoFi’s mission is to help people reach financial independence to realize their ambitions.
  • You’re taken care of. SoFi employees receive comprehensive health, vision, dental, life insurance, and disability benefits—as well as flexible time off, fitness, fertility, and family planning options.
  • Realize your ambitions. We want to help our employees achieve financial freedom, just like our members. That’s why we contribute $200 per month toward your student loans to help pay down your debt—plus free financial classes.
  • Never stop learning. We offer frequent training, mentorship opportunities, and leadership programs to develop our people. We also cover tuition costs for approved programs, up to $5,250 per year.
Company Core Values
  • Put our members’ interests first.
  • Run after problems.
  • Embrace diversity. Everyone should feel welcome, included and able to contribute.
  • Get to the truth and make principle-based decisions.
  • Make your footprint bigger than your foot.
  • Do the right thing. If you’re not sure, do the harder thing.
  • Set ambitious goals, be gritty, be accountable.
  • Take care of other people and help them grow.
  • Iterate, learn, innovate.
  • Be SoFi missionaries.
  • …and don’t forget to smile.